Blogs

Subscribe to stay up to date on our Intelligent Insights!


All AllMiscellaneousSocial SecurityPre-RetirementMillennials/ HENRYsIntelligrationsWidows/ WomenTaxesFinancial PlanningEconomyBehavioral FinanceRetirementInvesting/ MarketsPersonalHealthcare/ EldercareEstate PlanningEducation/ CollegeCharitable Giving
🔍

Skating to Where the Puck Is Going: A Lesson in Resilience, Investing, & Mean Reversion

  The winter chill has settled in once again, and with it comes memories of last year’s...

The Growing Impact of Wealth Transfers to Women & Widows

In recent years, the topic of wealth transfer has gained significant attention, especially...

20 Essential Year-End Tax Tips: Intelligent Investing’s Guide for Smart Tax Planning

  As the year draws to a close, it’s an ideal time to review your financial situation and make...

What a Trump Presidency Could Mean for the Markets

  The U.S. election has ended, and former President Donald Trump is on his way to the White...

Why New Parents Need a Will

  For many, estate planning feels like something to worry about later in life. However, Chace...

Election Betting Markets: Insightful Investment or Unstable Gamble?

With the growing popularity of prediction markets like Polymarket, many investors are wondering:...

When Should Someone Start Thinking about Estate Planning?

  Estate planning often seems like a task for older generations, but Chace Campbell, an...

Empowering Widows in a Changing Financial Landscape

The landscape of widowhood has seen significant changes in recent years, particularly in the realm...

International Stock Market Performance- A Long Term Perspective

A Time-Tested Strategy Under Scrutiny Investing in global markets offers a wealth of opportunities...

Estate Planning 101

  In this episode of Intelligent Money Minute, we sat down with Chace Campbell to dive into...

The Resilience of the 60/40 Portfolio

A Time-Tested Strategy Under Scrutiny The 60/40 portfolio, composed of 60% U.S. stocks (often...

Living In Retirement Together Isn’t Easy

In this episode of Intelligent Money Minute, we explore an often overlooked aspect of retirement...
Intelligent Investing embellished menu icon