As many of our clients know, we did what is nearly impossible to do in investing...we picked a real winner when we found Jeff Snodgrass in January of 2007. Jeff did the same when he married his college sweetheart, Melissa Krone, on October 9th in DuQuoin, IL. We were all there to celebrate in small town style, but it's clear Jeff and Melissa have big things ahead of them! They make a great team and we're proud to have them in the Hill Investment Group family. (Check out Melissa's footwear in the post wedding picture.)
This article from The New York Times tells the story of Gordon Murray, who has brain cancer and is the co-author of The Investment Answer. Murray, a former Wall Street bond salesman who became a DFA consultant, wrote the book to educate people about the benefits of passive investing. Click here for the article.
As so many of us feel the frustration of information overload, we submit the following sketch from a friend of ours for your consideration:
As usual, you will receive important tax information in the coming months. We strive to make your investment and tax life simple. Please let us know if there is anything we can do to make things easier for you in these areas. What's more, keep the following in mind over the months ahead:
- Make charitable donations before year-end
- Our reporting will contain information on capital gains/losses, while the custodians will give you income reports (1099s) by late February
- If you are saving for college for someone, make contributions before year-end
This article recently appeared in the Wall Street Journal. While it seems obvious financial professionals should work with their clients' interests before their own, this isn't the way most of Wall Street works. "Right now, securities firms don't have to put investors' interests first. New regulations may change that - and Wall Street isn't happy." Click here for the article.
