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How NIL and the Transfer Portal Are Undermining College Basketball

  “Be more concerned with your character than your reputation, because your character is...

Be Aware of the Roth IRA 5-Year Rule to Avoid Costly Mistakes

  Recently, I had a conversation with a gentleman who was nearing retirement, and I was...

Trump, Tariffs, and the Legacy of McKinley: Understanding Trade Policy and Market Reactions

  President Donald Trump has drawn comparisons to President William McKinley, often referred...
Trump Tariffs

5 Key Takeaways from the Trump Tariff Market Correction

  The recent imposition of tariffs by President Donald Trump on imports from Canada, Mexico...

Still Working? Your Social Security Check Might Be Smaller Than You Think

  I recently had coffee with a prospective client who had a financial advisor he “trusted”...
Beast Games

Investing Lessons We Can Learn from Beast Games

  My family and I have been watching Beast Games on Amazon Prime, and while I won’t say I...

Super Bowl Lessons: Decision-Making in Investing

    In Super Bowl XLIX, with just 26 seconds remaining, the Seattle Seahawks were one...

What the Super Bowl’s Score Bug Teaches Us About Financial Clarity

    Did you watch the Super Bowl this year? As a Pennsylvania native, I know many of my...

Rethinking the Role of Your Home in Your Financial Portfolio

  “A house is made of walls and beams; a home is built with love and dreams.” –...

How Organizing Your Financial Junk Drawer Brings Peace of Mind

  The holiday season is now over, and for many, we experienced moving around—visiting family...

Smishing: The New Threat to Your Hard-Earned Wealth

  At Intelligent Investing, protecting our clients’ wealth is more than just about managing...

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...
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