Intelligent Money Minute: Recent Episodes
Hans Blake, CFA, CPA
Time is money, so invest in every minute. Learn how to save both time and money in these mercifully short podcasts. We minimize financial stress to maximize your life as Hans Blake, CFA, CPA hosts Intelligent Money Minute. Hans founded Intelligent Investing after managing $350M and he interviews experts in a variety of fields. To be a part of the show and get your financial questions answered, send an email to: info@investedwithyou.com or visit www.investedwithyou.com/podcasts.
In this episode of Intelligent Money Minute, Hans Blake, CFA, CPA, interviews Mat Hultquist, CPA and president of The Hultquist Firm, a tax strategy and advisory firm in Greenville, South Carolina. Mat shares how his journey from Arthur Andersen to entrepreneurship shaped his approach to serving clients and building lasting relationships.
The landscape of widowhood has seen significant changes in recent years, particularly in the realm of financial planning and wealth management. Kathleen Rehl, a financial expert and advocate for empowering […]
The post Empowering Widows in a Changing Financial Landscape appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we sat down with Chace Campbell to dive into estate planning essentials. If you’re new to the concept of estate planning or […]
The post Estate Planning 101 appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we explore an often overlooked aspect of retirement planning: preparing emotionally, psychologically, and relationally for this significant life change. While financial readiness is […]
The post Living In Retirement Together Isn’t Easy appeared first on Intelligent Investing.
On our latest episode of Intelligent Money Minute, we had the pleasure of interviewing Chace Campbell, an experienced attorney with over 20 years of legal expertise. During the conversation, […]
The post What Are Powers of Attorney? appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we interviewed Chace Campbell, a distinguished attorney based in Greenville, with over 20 years of legal experience. Chace’s story is one of […]
The post Chace Campbell’s Journey to Becoming a Legal Expert appeared first on Intelligent Investing.
At Intelligent Investing Advisors, we are dedicated to helping our clients navigate the complexities of retirement with confidence and clarity. We prioritize providing personalized guidance to ensure that our clients […]
The post Not Wired to Retire: Encore Careers in Retirement appeared first on Intelligent Investing.
At Intelligent Investing Advisors, we often delve into discussions about the intricacies of financial planning, wealth management, and investment strategies. Recently, we had the opportunity to sit down with Rob […]
The post Insights for DIY Investors and Fiduciary Seekers appeared first on Intelligent Investing.
At Intelligent Investing Advisors, we often delve into discussions about the intricacies of financial planning and investment strategies. Recently, we had the opportunity to sit down with Rob Isbitts, a […]
The post What To Do With DIY Investors appeared first on Intelligent Investing.
At Intelligent Investing Advisors, we’re dedicated to helping our clients navigate the complexities of retirement with confidence and clarity. In a recent interview with Kathleen Rehl, a leading authority on […]
The post Not Wired to Retire appeared first on Intelligent Investing.
At Intelligent Investing Advisors, we believe in helping our clients not just retire but re-fire their lives for a fulfilling and purposeful future. In a recent interview with Kathleen Rehl, a […]
The post The Five Ways to ReFire Your Retirement appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on what an intelligent investor […]
The post What An Intelligent Investor Should Do with Market Outlooks appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on what an intelligent investor […]
The post What An Intelligent Investor Should Do When an Asset Class Falls Out of Favor appeared first on Intelligent Investing.
In this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on assessing risk in your small business. […]
The post Assessing Risk in Your Small Business appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Siegel, the director of the CFA Institute Research Foundation and a prolific investment management author. We […]
The post The Rapid Rise of Artificial Intelligence appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on the topic of whether […]
The post Is Bitcoin a Good Inflation Hedge appeared first on Intelligent Investing.
In this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on the finances of starting a business. […]
The post The Finances of Starting a Business appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Siegel, the director of the CFA Institute Research Foundation and a prolific investment management author. We […]
The post The Benefits Of Working Beyond the Typical Retirement Age appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on the topic of whether […]
The post Is Gold a Good Inflation Hedge? appeared first on Intelligent Investing.
In this episode, we had the pleasure of interviewing Bethany Winston, owner, and Editor-in-Chief of Kidding Around Greenville, as she shares valuable insights on setting and attaining financial goals. Personal […]
The post How to Set and Attain Your Financial Goals appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Siegel, the director of the CFA Institute Research Foundation and a prolific investment management author. The […]
The post Why People Stop Working Even When It Is Healthy For Them appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, I had the pleasure of interviewing Larry Swedroe, head of Financial and Economic Research at Buckingham Strategic Wealth, on the topic of how […]
The post How Intelligent Investors Should Respond to Volatility appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we dive into the foundations and beginnings of Kidding Around Greenville with the owner and editor-in-chief, Bethany Winston. From financial challenges and reinvesting […]
The post The Foundations and Beginnings of Kidding Around Greenville appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we had the pleasure of interviewing Bethany Winston, owner and editor-in-chief of Kidding Around Greenville. Bethany shared her inspiring journey of starting her […]
The post Bethany Winston’s Kidding Around Greenville Journey appeared first on Intelligent Investing.
In a recent episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Swedroe, the head of Financial and Economic Research at Buckingham Strategic Wealth. Our discussion centered […]
The post The Pitfalls of Recency Bias appeared first on Intelligent Investing.
Traditional diversification failed in 2022, but why did it happen, and will it happen again? On this episode of Intelligent Money Minute, Hans Blake interviews Larry Swedroe, the head of […]
The post Why Did Traditional Diversification Fail in 2022? appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs, on his journey in the ETF and FinTech industry. As Matt Hougan states, his passion […]
The post Matt Hougan’s ETF & FinTech Journey appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Aaron Klein on how Riskalyze worked during the Covid-19 pandemic selloff. During this episode, Aaron talks about the market “snap back” and how […]
The post How Did Riskalyze Work During the COVID Pandemic Selloff appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on how inflation may affect your retirement distributions. One of the major questions […]
The post How Inflation May Affect Your Retirement Distributions appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the crypto’s impact on the war in Ukraine. During the war in Ukraine, Ukraine […]
The post Crypto’s Impact on the War in Ukraine appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Aaron Klein on how Riskalyze helps concentrated portfolios. Riskalyze is an investment risk software that powers the world’s first risk alignment platform that […]
The post How Riskalyze Helps Concentrated Portfolios appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on don’t assume you’re getting an inheritance. Financial communication is critical, especially between […]
The post Don’t Assume You’re Getting an Inheritance appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the implications of implementing a digital dollar. The world is changing rapidly, and so […]
The post The Implications of Heading Towards a Digital Dollar? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Aaron Klein on the importance of intelligent integrations. Riskalyze is an investment risk software that powers the world’s first risk alignment platform that […]
The post Why Are Intelligent Integrations So Important? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on dangerous assumptions made in retirement. Hans and Christine highlight the value of being conservative in your assumptions and expectations. During this episode, Christine breaks down another area retirees often make dangerous assumptions. Christine talks about setting a […]
The post Dangerous Assumptions in Retirement Pt.2 appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the risks of NFTs. Like any investment, NFTs are not immune to risk. Risk is impossible to eliminate completely. Risk can be transformed and transferred, and you should be compensated for the risk that you take in your portfolio. […]
The post The Risks of NFTs appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Aaron Klein on the three waves of investing advice. Riskalyze is an investment risk software that powers the world’s first risk alignment platform that is built on top of a Nobel-prize-winning academic framework. During this episode, Aaron mentions the three waves of investing advice over the past several […]
The post The Three Waves of Investing Advice appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on dangerous assumptions made in retirement. During this episode, Christine breaks down four areas retirees often make dangerous assumptions, hurting them in the long term. In particular, Christine talks about what types of risk to assume in the […]
The post Dangerous Assumptions in Retirement Pt.1 appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on whether NFTs are a fad. Commodities, common shares, and dollar bills are examples of fungible goods, which means they are able to be replaced by another identical item. My dollar bill in my pocket is essentially the same as the […]
The post Are Non Fungible Tokens (NFTs) a Fad? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Aaron Klein on how Riskalyze empowers investors. Riskalyze is an investment risk software that powers the world’s first risk alignment platform that is built on top of a Nobel-prize-winning academic framework. During this episode, Aaron resonates with investors stunted by analysis-paralysis and the fears of unknown risk. There […]
The post How Riskalyze Empowers Investors appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on crypto ETFs. Matt Hougan returns to the Intelligent Money Minute podcast to talk about all things in the realm of crypto. During this episode, Matt Hougan talks about the first electronic exchange fund created for cryptocurrency and how it […]
The post Crypto ETFs with Matt Hougan appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on the implications of rising interest rates on retirement. During this episode, Christine breaks down the impact of rising interest rates on pre-retirees, and what you can do to prepare in an inflationary environment. In particular, Christine lays […]
The post What Rising Interest Rates Mean for Retirement appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we welcome Aaron Klein the CEO of Riskalyze. During this episode, Aaron explains the importance of knowing your risk, and the multiple types of risks investors may need to consider. At Intelligent Investing, we believe in looking at a clients’ risk in four ways: Willingness to take on risk (your […]
The post Why Knowing Your Risk Matters appeared first on Intelligent Investing.
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the new crypto landscape for investors. Matt Hougan returns to the Intelligent Money Minute podcast to talk about all things in the realm of crypto. During this episode, Matt Hougan pulls back the curtain on the ever-changing landscape of […]
The post The New Crypto Landscape for Investors appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on signs of risk and business cycles. During this episode, Ed talks about risk regimes that are out in the market and how they lead to different business cycles. We can’t know truly know when risk regimes are shifting, but we can keep an eye on […]
The post Signs of Risk and Business Cycles appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we welcome Aaron Klein the CEO of Riskalyze. During this episode, Aaron explains how his company Riskalyze came to be, and what’s Riskalyze mission for investors and financial advisors. Riskalyze’s mission is to empower the world to invest fearlessly. It’s a very investor-focused mission, but the truth is everything Riskalyze […]
The post What is Riskalyze and Its Mission? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on how to hedge against stagflation. In previous episodes, Ed stresses how correctly diagnosing the inflationary environment is critical to approaching an accurate economic solution. During this inflation series, Ed Peters defined reflation, deflation, and stagflation. Stagflation is defined as persistently high inflation combined with high […]
The post How to Hedge Against Stagflation? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we welcome Aaron Klein the CEO of Riskalyze. Riskalyze is an investment risk software that powers the world’s first risk alignment platform that is built on top of a Nobel-prize-winning academic framework. During this episode, Aaron goes back to the beginnings of Riskalyze, and how he got inspired to create […]
The post Who is Aaron Klein of Riskalyze appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on reflation, deflation, and stagflation. You’ll read in the headlines about the different types of inflation including stagflation, deflation, and reflation. During this episode, Ed Peters breaks down each type and what scenario they occur. Correctly diagnosing the inflationary environment is critical to approaching an accurate […]
The post Reflation, Deflation, & Stagflation? OH MY! appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on inflation risks & hedging techniques we need to consider. In general, we don’t typically know what causes the current inflation. Trying to hedge a specific type of inflation is difficult to do, and you’d need a crystal ball to do it successfully. The main thing […]
The post Inflation Risks & Hedging Techniques We Need To Consider appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on whether our current economic environment is transitory inflation. Many economists believe the current inflation in our country is transitory. The common misconception according to Ed Peters is the misdiagnosis of the current inflationary environment. During this episode, Ed explains that there’s a good chance that […]
The post Is Our Current Inflationary Environment Transitory? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on how the Fed is on slippery ice. During this episode, Ed explains the Fed’s reasoning behind potentially raising interest rates due to the recent inflationary climate. The Fed wants to raise interest rates in a way that doesn’t hurt the economy with the hope that […]
The post The Fed is on Slippery Ice appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on whether what are the inflationary indicators? During this episode, Ed breaks down the different types of inflationary indicators and how they each impact the economy. As Ed mentioned money velocity, is the amount of currency that is spent compared to how much money is out there. […]
The post What Are The Inflationary Indicators & What Can They Tell Us? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on whether this inflation is a repeat of the hyperinflation of the 70s? During this episode, Ed walks us through the history of inflation starting in the 1970s. He believes that the current inflation the U.S. is experiencing will not last long. He notes that the […]
The post Is This Inflation A Repeat of the Hyperinflation of the 70s? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Ed Peters on the history and three causes of inflation. During this episode, Ed walks us through the history of inflation starting in the 1970s. He explains the types of inflation and what causes them. He stresses the importance of accurately diagnosing inflation in order to appropriately address […]
The post The History and Three Causes of Inflation appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on not being a financial purse for suitors. In an attempt to find new love, widows can fall prey to greedy suitors. Suitors who are more interested in a widow’s purse than them as a person. During this episode, Kathleen provides insight and tips on how […]
The post Don’t Be a Purse for Your Suitors appeared first on Intelligent Investing.
Despite Christmas being a cheerful time of year, many people find the holidays very depressing. Shelly experienced tragedy on Mother’s Day when her son Jonathan passed away. During this episode, Shelly Hamilton gives tips on how to deal with tragedy, sadness, and trials during the holidays. She highlights the value of speaking the truth to […]
The post Tips for Dealing with Tragedy, Sadness, & Poor Health Over the Holidays. appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on what widows should look for in a trusted financial advisor. Unfortunately, many financial wolves in sheeps clothing prey upon new widows. During a time of loss, widows may seek advice, counsel, and refuge in the wrong places bring about financial catastrophe. On the flip side, […]
The post What Widows Should Look For In a Trusted Financial Advisor appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on trends in widowhood. The yearly census shows that, on average, one million women become widowed. During this episode, Kathleen defines her proprietary word Wid-Ex and how it impacts widowhood life. Wid-Ex will affect millions of women in the upcoming years and can have long lasting […]
The post Widows Are Still Hot! Trends in Widowhood appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on 5 steps to leaving a legacy letter. Kathleen says, “you can give loved ones a far more precious treasure that’s a legacy of who you are.” The task of leaving a lasting written memoir may seem daunting. During this episode, Kathleen breaks down each step […]
The post 5 Steps to Leaving a Legacy Letter appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on why you should leave a legacy letter. It’s wise to have your final will and testament in order, but your possessions aren’t the most valuable gift for family and friends. Kathleen says, “you can give loved ones a far more precious treasure that’s a legacy […]
The post Why Should I Leave a Legacy Letter? appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on living in a glass house. During this episode, Shelly is joined by her son-in-law and daughter, Adam and Megan Morgan. A glass house is a term used for more those whose lives are more public than the average person. They talk about […]
The post Living in a Glass House Pt.2 appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on why retirement planning is boring. The last thing you expect to hear is that retirement is boring. Retirement finances and strategies can consume and overwhelm any pre-retiree couple. During this episode, Christine Benz explains how retirement planning […]
The post Retirement Planning Is Boring? appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on spending money in retirement. During this episode, Christine about retirement distribution strategies and whether there’s truly a safe withdrawal rate. Interestingly enough, she mentions a study that more retirees were concerned about finances than death. She highlights […]
The post Spending Money in Retirement with Christine Benz appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on living in a glass house. During this episode, Shelly is joined by her son-in-law, Adam Morgan. A glass house is a term used for more those whose lives are more public than the average person. They talk about the hurdles, challenges, and […]
The post Living in a Glass House Pt.1 appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on how potential higher inflation and taxes impact your retirement strategy. Christine believes we should be mindful of potential inflation and high taxes. A key point she makes is not waiting to implement tax-saving strategies. During this episode, […]
The post How Potential Higher Inflation and Taxes Impact Your Retirement Strategy appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on the retirement bucket approach. During this episode, Christine expounds further on the bucket approach and behavioral finance. Hans and Christine talk about situations where investors reacted poorly to market situations. Christine stresses the importance of sticking to […]
The post The Retirement Bucket Approach Part 2 appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on transitioning the family business. During this episode, Shelly is joined by her son-in-law and daughter, Adam and Megan Morgan. They talk about the hurdles, challenges, and considerations that took place when transitioning the family business to Adam and Megan. Shelly stresses the […]
The post Transitioning the Family Business appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz on the retirement bucket approach. Christine has been a longtime believer in this retirement bucket strategy. During this episode, Christine defines the retirement bucket approach and highlights the pros and cons of this strategy. The basic idea is securing one to […]
The post The Retirement Bucket Approach appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the value of HSAs. HSAs are becoming more popular as people grow to understand them. Multiple benefits come when utilizing an HSA. First, there’s an upfront tax deduction. The second benefit is using the HSA as a way to fund medical expenses. Larry suggests to […]
The post The Value of HSAs appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz on low-yield bonds. During this episode, Christine gives her perspective on what retirees can do in the current low-yield environment. She encourages retirees to consider a total return approach to their portfolios. Each year take a step back and determine the […]
The post How Retirees Can Replace Their Income in a Low-Yield Environment appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on balancing work, life, and ministry. There’s nothing more all-consuming than running a business. Shelly and Ron Hamilton faced an interesting situation because their business was also their ministry. During this episode, Shelly stresses the importance of enjoying your family and life while […]
The post Balancing Work, Life, and Ministry appeared first on Intelligent Investing.
During this episode, Larry gives multiple reasons why you shouldn’t check your portfolio daily. There’s a good bit of science surrounding this topic, yet many still misbehave. The research shows that investors are highly risk-averse. Investors feel the pain of a loss twice as much as the feeling you get when a portfolio gains. The […]
The post Why You Shouldn’t Check Your Portfolio Daily appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz on the value of having a broad knowledge of financial topics. Recently, Christine Benz was named in Barron’s Top 100 Influential Women for her dedication and impact in the financial industry. During this episode, Christine describes her journey at Morning Star […]
The post The Value of Having a Broad Knowledge of Financial Topics appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we interview Larry Swedroe on the two key elements of retirement success. There’s more than just numbers when creating a financial plan. During this episode, Larry breaks down key elements that are important to consider in a retirement plan. He stressed the importance of having a life in […]
The post Two Key Elements of Retirement Success and Happiness appeared first on Intelligent Investing.
During this episode, Shelly opens up about the challenges of losing her husband to Alzheimer’s. Retirement looks a lot different than what Shelly and Ron had imagined. Instead of enjoying time off work and worldwide traveling, Shelly has cared for Ron whose battled dementia for many years. As we talked, Shelly stressed how important it […]
The post Faith in the Midst of Transition: Losing a Spouse to Alzheimer’s appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz. Recently, Christine Benz was named in Barron’s Top 100 Influential Women for her dedication and impact in the financial industry. During this episode, we take a moment to learn more about who Christine is and what she loves to do in her spare […]
The post Getting to Know Morningstar’s Christine Benz appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Larry Swedroe on the value of having a written financial plan. A written financial plan helps one avoid glaring holes that may not be apparent before writing it down. Also, studies show that those with a written financial plan tend to stick it far more than those who […]
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On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on sticking to the plan in the midst of fear. Despite being the founder of ETFs.com, Matt isn’t unlike other investors in regards to portfolio concerns. Matt says it himself that he worries about the same things that a lot […]
The post Sticking to the Plan & Avoiding Behavioral Finance Mistakes appeared first on Intelligent Investing.
On today’s Intelligent Money Minute, we interview Larry Swedroe on the four horsemen of the retirement apocalypse. Larry explains the importance of investors not using historical returns for blindly forecasting the future. On the contrary, Larry explains the need to understand how the returns earned value. During the episode, he goes through misconceptions about equity […]
The post The Four Horsemen of the Retirement Apocalypse appeared first on Intelligent Investing.
We asked Matt how someone new to investing can get started with cryptocurrency. Matt explains that strict guide rails are critical to cryptocurrency. He stresses don’t overdo it because cryptocurrency is a highly volatile investment. Even a small amount of crypto can have a dramatic impact on a portfolio. Second, never put all the proverbial […]
The post How to Get Started with Cryptocurrency appeared first on Intelligent Investing.
During this episode, Shelly opens up about the mental illness that ailed her late son Jonathan. Around 19 years old, Jonathan Hamilton took an acne medicine that sent him into a clinical depression. Upon further examination, the doctors diagnosed Jonathan with schizophrenia. After seven years with no solutions, a Christian psychiatrist found a combination of […]
The post Faith in the Midst of Tragedy: Losing a Child to Mental Illness appeared first on Intelligent Investing.
For when I am tried and purified, I shall come forth as gold. These are the words that Ron Hamilton penned as he faced cancer which eventually took his eye. Ron and Shelly Hamilton had only been married three years when they received the news that Ron had cancer in his eye. Initially, the doctors […]
The post Faith in the Midst of Trials appeared first on Intelligent Investing.
We never know when unexpected trials will come. Perhaps you’re left wondering why and how these trials could be part of God’s sovereign plan. Back in 1978, Ron and Shelly Hamilton were teaching at Bob Jones University when Ron started to notice reading difficulties in his left eye. After a series of tests, they discovered […]
The post From Trials to Blessings: The Story of Patch the Pirate appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the risks of cryptocurrency and bitcoin. From bitcoin to dogecoin to chainlink, cryptocurrency is a reigning hot topic in the financial realm. That being said, there’s an influx of information and “success” stories making it hard to learn the […]
The post The Risks of Cryptocurrency & Bitcoin appeared first on Intelligent Investing.
Why Brokers Had To Restrain Trading in GameStop Shares Users of the Reddit forum “r/wallstreetbets” encouraged individuals to bid up Gamestop’s (GME) and AMC’s stock price. Their actions caused a short squeeze on hedge funds who lost more than one billion in a single day. A short squeeze is when a heavily shorted stock suddenly […]
The post Lessons Learned From Hedge Fund and Reddit Greed appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on cryptocurrency and how it works. During this episode, Matt pulls back the curtain and sheds light on the nuances of cryptocurrency. According to Matt, cryptocurrency is the first native way that money can move over the internet. For example, if […]
The post Cryptocurrency & How It Works appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we interview Larry Siegel, the director of the CFA Institute Research foundation on the dimensions of active management. In this episode, Larry breaks down the various elements of active management. Active management adds three variables: alpha risk, active return, and the cost of active management. It’s not possible […]
The post The Dimensions Of Active Management appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the dangers of commission-free ETF trading. Recently, custodians have been offering commission-free trading on ETFs, but many believe this can encourage misbehaving. Matt lays out the big picture in regards to the market and the opportunity. During this episode, […]
The post The Dangers of Commission-Free ETF Trading appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we interview Larry Siegal, the director of the CFA Institute Research foundation on how to invest in a world of negative interest rates. Most environments feel unprecedented, but until 2019 there have never been negative interest rates. What does this mean? Essentially, it means locking in a guaranteed […]
The post How To Invest In A World Of Negative Interest Rates appeared first on Intelligent Investing.
Larry sheds light on the secrets of endowment success. First, he encourages investors to be long-term investors in behavior rather than claiming to be one. Another endowment principle to consider is avoiding performance chasing. Third, keep your investment costs low. Fourth, don’t do what everyone else is doing. Fifth, don’t fear boards and committees. Finally, […]
The post The Secret of Endowment Success appeared first on Intelligent Investing.
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on lessons learned from the ETF flash crash. You’re right to realize that ETFs have different risks than mutual funds. Unlike mutual funds, ETFs trade like stocks so like all equities that day, ETFs traded down during the Flash Crash. […]
The post Lessons Learned From The ETF Flash Crash appeared first on Intelligent Investing.
Larry credits the inception of his new work to a book written in 2004 by Ben Wattenberg called “Fewer” detailing the end of the population explosion. As a result of Wattenberg’s book, Larry put together a more extensive thought on what will occur when this massive population does indeed decrease. This concept inspired the theme […]
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On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on whether mutual funds make sense in your portfolio. Despite being the Chairman of Inside ETFs, Matt Hougan still believes mutual funds have great value in portfolios. For example, mutual funds can be great investments in the retirement space. His […]
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On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on what ETFs are and how the ETF creation and redemption process works. ETFs have a unique creation and redemption process that differs from mutual funds. An ETF publishes a list of all the securities it wants to own at […]
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In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the definition of ETF and how they compare to mutual funds. An Exchange Traded Fund (ETF) is a type of security with a collection of securities like stocks and typically tracks an underlying index. Although there are similarities to […]
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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how remarriage can be a tough conversation. Kathleen gives advice on how to have the conversation of remarriage with your widowed clients. Speaking from personal example, she shares the process of becoming ready to remarry. She also sheds light on the types of conversations she […]
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On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on common mistakes made by pre-retirees. Larry discusses several mistakes he has noticed made by pre-retirees. To begin, he states the well-known phrase, “Those who fail to plan, plan to fail.” Though a pre-retiree may have a well-thought-out investment plan, a plan must be made for […]
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On today’s Intelligent Money Minute, we’ll interview John Putnam on how to use a donor-advised fund (DAF) with a financial advisor. John gives us three insightful reasons to seek your financial advisor concerning your DAF. First, your financial advisor can help you explore the DAF space. It is helpful to ask your financial advisor if […]
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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on why widows are hot. During this episode, Kathleen explains why widows are hot and how the future is female. First, she states several statistics concerning the high percentage of widowed/singled women at death. Compared to men, significantly more women are widowed or single when they […]
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On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how diversification is like a U.S. road trip. Larry begins by stating that in a world of uncertainty, diversification is the only prudent strategy. No one can know the future; therefore, it is wise to diversify across various sources of risks and returns. Larry continues […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three key elements to be an index investor. During this episode, Rick continues his summary of his e-book, “The Education of an Index Investor.” He lists out three keys to becoming an index investor and explains how they fit together seamlessly. Similarly, at Intelligent Investing […]
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On today’s Intelligent Money Minute, we’ll interview John Putnam on what is a donor-advised fund. John begins by giving us a simple definition. A donor-advised fund is a low-cost flexible account for charitable giving. Due to some of the similarities, you can think of a donor-advised fund as a “charitable checking account.” Rather than giving […]
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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how to help a new widow, and things not to say. Kathleen initially gives the advice to simply listen to a widow. Such a simple gesture may sound easy, but it is often more difficult than expected. Let her recall memories, remembering her husband, and […]
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On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on hope for the retail investor. Because retail investors tend to struggle to outperform, we want to ask Larry what opportunities are available for them. Larry believes there are great opportunities for retail investors. Academics have converted Alpha into data that allows retail investors to invest […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on practical tips for lump sum recipients. During this episode, Rick divides lump sums into two different types and explains practical ways to handle both situations. He spends time on the emotional considerations that come with lump sums because there can be regret. Intelligent Investing believes […]
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On today’s Intelligent Money Minute, we’ll interview John Putnam on how to integrate charitable giving. John discusses ideas on how to encourage charitable giving within your family. First, John states that communication is key for families deciding on how to give. He encourages families to talk about their passions and concerns. Specifically, he encourages family […]
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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how widowhood is like a butterfly. Kathleen discusses the butterfly’s transformation in her book. She speaks of how we all know the basics of a caterpillar becoming a butterfly. However, part of the transformation process is quite different than we would expect. Within a cocoon, […]
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On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how greed and chasing alpha makes it difficult to outperform. We’ll discuss how there has been a change in the landscape due to the increase in money chasing. Larry points out the fact that there were almost no hedge funds in the 1950s. However, he […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the journey of an index investor. During this episode, Rick talks about his new e-book, “The Education of an Index Investor.” He wrote this book due to the fact that many try to beat the market and fail. He lists out four levels of an […]
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On today’s Intelligent Money Minute, we’ll interview John Putnam on what NCF can do for families. John states initially that NCF can help families create a giving plan. NCF helps families think about their giving legacy, along with their passions and impact. One way NCF guides families is to show them how to engage all […]
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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on grace: the third stage of widowhood. On previous podcasts, Kathleen has discussed grief and growth, the first two stages of widowhood. Grace, also called “transformation” by some, is the final stage of widowhood. Kathleen begins by mentioning that at this point a widow may begin […]
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On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the paradox of skills. This is the third issue that makes Alpha become elusive. Larry explains two thoughts that need to be considered. First, most people fail to understand the difference in competition. In a one-on-one competition, the successful competitor wins, or outperforms, by a […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on practical tips for pre-retirees. During this episode, Rick provides helpful insight for those who want to set themselves up for retirement. He explains the value of automation because it removes typical investment hinderances. At Intelligent Investing, we can set up automatic contributions and rebalancing alerts. […]
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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on the second stage of widowhood: growth. Previously, we interviewed Kathleen on grace: the first stage of widowhood. Kathleen continues the discussion by sharing the process of growth. Because a widow’s cognitive functions have normalized, she is now able to do more general financial planning. Some […]
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On today’s Intelligent Money Minute, we’ll interview John Putnam on an overview of the National Christian Foundation (NCF). John Putnam is the president of the National Christian Foundation Carolinas. Beginning today’s episode, John gives the background of NCF. Larry Burkett, Ron Blue, and Terry Parker found NCF in 1982. Their goal was, and still is, […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three military discipline investment values. During this episode, Rick recounts his military days and how they shaped his financial career. Also, he provides three valuable advisor skills he gained from his service: Learn to trust people. Develop keen precision. Speak the truth regardless of the […]
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On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how the shrinking pool of victims makes it difficult to outperform. In his book Why Alpha is Becoming More Difficult, this is the second issue. Referencing William Sharpe, Larry notes that if one investor outperforms the market, consequently somebody else has to underperform. Larry points […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the impact of investment expenses on a portfolio. During this episode, Rick provides insight on fees and how they can affect performance. Also, he explains why an active manager’s fee, while being the most affordable, may not be the best. At Intelligent Investing, we understand […]
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On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on grief: the first stage of widowhood. In Kathleen’s book, Moving Forward on Your Own: A Financial Guidebook for Widows, three stages of widowhood are mentioned. Due to the countless widows Kathleen has mentored, grief is the first stage discussed in her book. According to […]
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On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how academics converting alpha into beta make outperformance difficult. Prior to 1992, only active managers had exposure to market beating stocks. In this episode, Larry details the history of alpha and outperformance and what changed for passive investors. He refers to a white paper titled, […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on surviviorship bias and the dangers of backtesting performance and managers. During this episode, Rick defines survivorship bias and how it can skew one’s investing strategy. He explains how dataset information can be inaccurate due to the exclusion of closed funds. In conclusion, Rick highlights the […]
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On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on realizing that you are not alone when placing a parent in a nursing home. Making the decision on whether or not to place a parent or spouse in a nursing home can be complicated and burdensome. The life adjustment that will ensue can take a […]
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On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on becoming a widow to financially guiding widows. Kathleen’s late husband challenged her to accomplish her purpose in life. As a result of his challenge, Kathleen shifted the focus of her financial planning practices. First, as a widow herself, Kathleen knew she needed to change […]
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On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the difficulty of consistently outperforming the market. Over time, the markets are becoming more efficient, consequently making it harder for active managers to outperform. In this episode, Larry explains some reasons why there’s little to no evidence of persistence of outperformance. We have several upcoming […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on his personal financial heroes. During this episode, Rick highlights renown professionals that left a lasting impression on him. For example, Rick talks about the influence of Warren Buffet and his financial strategies. Rick also recounts the unsung financial heroes and how they impacted his life. […]
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On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on how to handle regret when placing a parent in a long-term care facility. Guilt and regret can arise after deciding to place a parent into assisted living. During this episode, Bev provides practical steps to navigating through regret while making this emotional transition. To gain […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on mitigating dangerous investing emotions. During this episode, Rick explains the concept of behavioral finance and the power of recognizing your emotional tendencies. He stresses the value of being introspective in order to avoid reactionary investing. In truth, no advisor can consistently deliver “outperformance.” However, we […]
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On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on great ideas to consider during retirement. During this episode, Bev encourages us to view retirement as a new phase, and she provides lists of various jobs and volunteer work ideas for retirees. She stresses finding a profession that sparks joy and excitement instead of the […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the power of passive investing. During this episode, Rick defines passive investing and why the biggest investing hurdle is not the market, but ourselves. He highlights the value of spreading risks and rewards in a portfolio rather than attempting to beat the market. At Intelligent […]
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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the legacy of Jack Bogle. Rick first met Jack Bogle at a Boglehead’s forum. During this episode, Rick recounts his personal interaction with Jack, and how he left a lasting impression. One quality that stood out to Rick was Jack’s goal in life. Rick says, […]
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On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the importance of emotionally transitioning into retirement. During this episode, Bev reflects on her mother’s transition from a full-time career to retirement, and the toll it took on her. Many don’t realize the significant emotional component that comes with retiring. Bev provides valuable insight on […]
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Have you ever considered what’s next after retirement? On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on why retirement shouldn’t be your only goal. Many advisors make the mistake of solely focusing on their clients’ retirement while glossing over the decades still to come. During the interview, Bev identifies common oversights in financial planning […]
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On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on whether financial advisors should consider becoming life coaches. Bev encourages every advisor to display intellectual curiosity and sincere interest towards their clientele. This can be done by asking surface-penetrating questions in order to better understand a client’s emotions. During this episode, Bev stresses the value […]
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On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on lessons learned when battling cancer. Cancer has touched the lives of millions of families whether immediate or extended. During this episode, Carl describes how cancer changed his life, and how his faith, family, and friends got him through the battle. Check out our previous podcasts […]
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On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on Real Estate tips for successful professionals. We discuss conservative tips for HENRYs who are looking to buy a home. Our previous podcasts with Dan highlighted Four Secrets to Know When Selling Your Home and Reasons for Entering The Real Estate Profession. Dan suggests the following tips: Talk to […]
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On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on how not to lose your mind when unemployed. During this episode, Carl explains how he kept his mind sane while unemployed. He highlights habits he implemented into his life that kept him motivated, and he lays out the significance a spouse can have during this […]
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Have you ever thought about starting a career in Real Estate? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on his reasons for entering the Real Estate profession. During this episode, Dan reflects on his personal career path and provides entrepreneurial lessons he learned along the way. Our previous podcasts with Dan highlighted Two […]
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On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the value of knowing why and how people think about money. During this episode, Bev explains her trademark moniker and the value of knowing how we’re wired emotionally. She highlights organizational disconnects that can occur due to a lack of proactive communication, and how to […]
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On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on identifying work life imbalance. Everyone is trying to “get ahead,” and many accomplish this endeavor by pouring in countless hours into their business. Unfortunately, success at work can come with a hefty price tag. During this episode, Carl explains how to identify work/life imbalance, and […]
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Thinking about selling your home, but you have no idea where to start? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on four seller secrets you may want to know when selling your home. Our previous podcasts with Dan highlighted Tips for Downsizing Your Home in the Next Decade and Greenville Hotspots and Where Greenville […]
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On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on lessons he learned from the most influential people in his life. It is not what you call me, it’s what I answer to that’s important. Carl’s first chapter in his book, Sharp Leadership, is entitled “Integration” and opens with the above quote. Carl talks about […]
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On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on real estate lessons learned from the crisis of 2008. During this episode, we discuss the value of diversification, and how this strategy kept Dan’s business alive. Our previous podcasts with Dan highlighted Real Estate Tips For Successful Professionals and Reasons for Entering The Real Estate Profession. If […]
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Thinking about buying a new home? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on tips to consider when entering the buyer market. Our previous podcasts with Dan highlighted Tips for Downsizing Your Home in the Next Decade and Greenville Hotspots and Where Greenville is Trending. Dan suggests the following tips: Make sure you’re ready […]
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On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some tips for downsizing your home in the next decade. Our previous podcasts with Dan highlighted the Greenville Hotspots and Where Greenville May be Trending and Where we May Be in the Greenville Real Estate Cycle. Dan suggests the following tips: The longer you stay in […]
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In this latest podcast, we interview Dr. Jeff Roach, our director of research, on 4 Reasons Not to Worry About a Trade War. But first, a little backstory: What Happened This Week? On Wednesday and Thursday this week, the Dow dropped nearly 1,380 points. While 1,300 points sounds like a lot, the Dow Jones Industrial Average […]
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The Federal Reserve ‘s Federal Open Market Committee, or FOMC, announced the third rate hike of 2018 this week, a move that was widely expected. But you may be wondering, why did they increase the Federal Reserve’s Fund rate, and what is the purpose of the Federal Reserve, anyway. On this podcast, I’ll interview Dr. […]
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On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on where we may be in the credit cycle. This is important to understand as the Federal Reserve’s next meeting is scheduled for Sept. 25-26. Credit Cycle The credit cycle is the expansion and contraction of access to credit over time. During an expansion of credit, asset prices […]
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On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some key real estate metrics and where we may be in the Greenville real estate cycle. Our previous podcast with Dan highlighted the Greenville Hotspots and Where Greenville May be Trending. Dan and his team look at four key metrics to help them determine where […]
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On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on what tariffs mean to you. Most people (especially consumers) agree that free trade or fair trade is a good thing. However, in a recent headline, we see that the U.S. is to pay farmers for tariff losses. The Trump administration pledged to […]
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Regardless of your political bent, no one wants a trade war. A tariff is a tax or duty to be paid on a particular class of imports or exports. If you’ve read recent business headlines, the US and other foreign countries continue to increase tariffs charged to each other with their one-upmanship tactics. Recent US tariffs […]
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On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on the Greenville hotspots and where Greenville is trending. I’ll be interviewing Dan on several podcasts regarding the Greenville market and on real estate in general, so be sure to subscribe to our Intelligent Money Minute podcasts. Dan is a founding partner and the Operating Principal […]
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We started Intelligent Investing in May 2017. Since today is my birthday, I thought I would reflect over the past year or so as an entrepreneur and share some of the lessons I have learned so far in this entrepreneurial journey. I hope this may inspire some to start their own business. There is nothing […]
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US and Global Real Estate Outlook In this Intelligent Money Minute podcast, we’ll interview Dr. Brad Case, CFA about his opinion about the US and global real estate outlooks. Intelligent Money Minute Now on Amazon’s Alexa, Google Home, and Spotify Be sure to subscribe to our Intelligent Money Minute podcast to stay up-to-date. We have […]
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Correlation Correlation is a way of describing how things move in relation to one another. For example, the more time you spend studying, the higher the likelihood of getting a good grade. Therefore, the hours spent studying may have a positive correlation to your grade. On the other hand, the longer you spend on video […]
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US and Global Real Estate Outlook In this Intelligent Money Minute podcast, we’ll interview Dr. Brad Case, CFA about his opinion about the US and global real estate outlooks. Intelligent Money Minute Now on Amazon’s Alexa, Google Home, and Spotify Be sure to subscribe to our Intelligent Money Minute podcast to stay up-to-date. We have […]
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Global Real Estate Asset Class In this Intelligent Money Minute podcast, we’ll interview Dr. Brad Case, CFA about the global real estate asset class. We’ll discuss what an asset class is and the specific characteristics of the global real estate asset class. The North American, European, and Asia/Pacific real estate markets act differently at times. […]
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One of my girls came down into my office today wearing my clothes from head to toe, including my sandals, over-sized polo shirt and my watch. She couldn’t stop giggling as she thought it was funny. My other daughter came down dressed like my wife, including three pumps of perfume, lipstick and high heels. We […]
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Overconfidence Examples We all struggle with being overconfident. We’ve seen the devastating effects of an overconfident leader or politician having to eat crow. Individuals and advisers are no different. Those who are most susceptible are those who are well educated, people who have been successful in their profession, and those who are rich. It doesn’t matter […]
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Misbehaving with Real Estate is our next podcast in our real estate series. In this special real estate (REIT) podcast series, we will learn from Dr. Brad Case, CFA who is a Senior Vice President of Research and Industry Information at Nareit in Washington D.C. Brad will share ways people are misbehaving with real […]
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Why Add Real Estate to Your Portfolio is our next podcast in our mini-series on real estate. In this episode, I’ll interview Dr. Brad Case, CFA who is a Senior Vice President of Research and Industry Information at Nareit in Washington D.C. Stay tuned as we will post many podcasts related to real estate and […]
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What Does the Global Real Estate Market Look Like is our next podcast in our mini-series on real estate. In this podcast, we will learn from Dr. Brad Case, CFA who is a Senior Vice President of Research and Industry Information at Nareit in Washington D.C. Stay tuned as we will post many podcasts related […]
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We work predominantly with high net worth individuals, many of whom are approaching the “retirement runway.” A recurring theme comes up frequently in our conversations, and that is whether or not they are prepared for retirement. We have sophisticated tools and technology at our fingertips, but wanted to share the simplicity of having a retirement […]
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Ever wonder what are the differences between a revocable trust and an irrevocable trust? Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about the differences between a revocable and irrevocable trust on our latest podcast. Consider joining us at our next First Friday Networking at Noon event (FFN@N) to hear Chad […]
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Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about ways to avoid probate on our latest podcast. Be sure to also listen and read our prior blog and podcast on how the probate process works. You may have heard about the horrors of the court proceedings after death, but […]
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Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about how the probate process works on our latest podcast. In case you missed it, We heard Chad Groover speak at our First Friday Networking at Noon event. Intelligent Investing does not provide any tax, legal, or accounting advice. Any material in the email […]
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Stocks went into free fall on Monday, February 5, 2018, and the Dow plunged almost 1,600 points easily the biggest point decline in history during a trading day. The drop amounted to 4.6% the biggest decline since August 2011, during the European debt crisis. But it was nowhere close to the destruction on Black Monday in […]
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Expansion of 529 plans to allow transfers to ABLE accounts The new tax legislation also allows 529 account owners to roll over (transfer) funds from a 529 plan to an ABLE plan without federal tax consequences. This ability to transfer funds will expire at the end of 2025 unless a future Congress acts to extend […]
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How the Tax Cuts and Jobs Act Affects 529 Plans is a blog that should help you know what happened as a result of the passing of the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial […]
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Why Sticking to New Year’s Resolutions is So Hard This is the time of year where most people make New Year’s Resolutions. One of the best ways to meet your financial goals is to break them down into smaller chunks. Intelligent Investing believes in minimizing financial stress to maximize your lives. We created this financial […]
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