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The Shrinking Pool of Victims

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how the shrinking pool of ...
The Shrinking Pool of Victims

The Impact of Investment Expenses

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the impact of investment expenses ...
The Impact of Investment Expenses

Grief: The First Stage Of Widowhood

On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on grief: the first stage ...
Grief: The First Stage Of Widowhood

Academics Converting Alpha Into Beta

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how academics converting alpha into ...
Academics Converting Alpha Into Beta

Time In Markets Is Important, Not Timing Markets

Fear is Back We have recently seen an uptick in volatility and fear. As you ...
Time In Markets Is Important, Not Timing Markets

Dangers of Backtesting Performance & Managers

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on surviviorship bias and the dangers ...
Dangers of Backtesting Performance & Managers

5 Things You Should Do About the Capital One Hack

Capital One Data Breach Capital One said a hacker had compromised the personal information of ...
5 Things You Should Do About the Capital One Hack

You’re Not Alone When Placing a Parent in a Nursing Home

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on realizing that you are not ...
You’re Not Alone When Placing a Parent in a Nursing Home

How’s It Going To End?

The Truman Show is a 1998 science fiction film featuring Jim Carrey as Truman Burbank. ...
How’s It Going To End?

The Journey Of Becoming A Widow To Financially Guiding Widows

On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on becoming a widow to ...
The Journey Of Becoming A Widow To Financially Guiding Widows

The Difficulty of Consistently Outperforming the Market

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the difficulty of consistently outperforming ...
The Difficulty of Consistently Outperforming the Market

My Personal Note from Art Laffer

On June 19, 2019, President Donald J. Trump awarded the Presidential Medal of Freedom to ...
My Personal Note from Art Laffer

Rick Ferri’s Financial Heroes

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on his personal financial heroes. During ...
Rick Ferri’s Financial Heroes

How To Handle Long Term Care Regret

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on how to handle regret when ...
How To Handle Long Term Care Regret

Mitigating Dangerous Investing Emotions

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on mitigating dangerous investing emotions. During ...
Mitigating Dangerous Investing Emotions

Great Ideas to Consider During Retirement

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on great ideas to consider during ...
Great Ideas to Consider During Retirement

The Power of Passive Investing

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the power of passive investing. ...
The Power of Passive Investing

The Legacy of Jack Bogle

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the legacy of Jack Bogle. ...
The Legacy of Jack Bogle

Emotionally Transitioning Into Retirement

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the importance of emotionally transitioning ...
Emotionally Transitioning Into Retirement

Why Retirement Shouldn’t Be Your Only Goal.

Have you ever considered what’s next after retirement? On today’s Intelligent Money Minute, we’ll interview ...
Why Retirement Shouldn’t Be Your Only Goal.

Should Financial Advisors Become Life Coaches?

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on whether financial advisors should consider ...
Should Financial Advisors Become Life Coaches?

Lessons Learned When Battling Cancer

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on lessons learned when battling cancer. ...
Lessons Learned When Battling Cancer

Press on, Regardless!- My note from Jack Bogle

Many in the financial industry were saddened to hear of the passing of John C. ...
Press on, Regardless!-  My note from Jack Bogle

Real Estate Tips for Successful Professionals

On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on Real Estate tips for successful ...
Real Estate Tips for Successful Professionals

How Not to Lose Your Mind When Unemployed

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on how not to lose your ...
How Not to Lose Your Mind When Unemployed

Reasons for Entering the Real Estate Profession

Have you ever thought about starting a career in Real Estate? On today’s Intelligent Money ...
Reasons for Entering the Real Estate Profession

The Value of Knowing Why and How People Think

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the value of knowing why ...
The Value of Knowing Why and How People Think

Identifying Work Life Imbalance

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on identifying work life imbalance. Everyone ...
Identifying Work Life Imbalance

4 Secrets to Know When Selling Your Home

Thinking about selling your home, but you have no idea where to start? On today’s ...
4 Secrets to Know When Selling Your Home

The 3 Most Influential People in a Navy Officer’s Life

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on lessons he learned from the ...
The 3 Most Influential People in a Navy Officer’s Life

Lessons Learned from the 2008 Crisis

On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on real estate lessons learned from ...
Lessons Learned from the 2008 Crisis

2 Useful Tips When Buying a New Home

Thinking about buying a new home? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton ...
2 Useful Tips When Buying a New Home

5 Thoughts on Oil (In Under 1 Minute)

Oil prices have dropped about 22% last month (or 33% from the Oct. 3rd peak ...
5 Thoughts on Oil (In Under 1 Minute)

Five Lessons from Skydiving Over the Grand Canyon

As our clients and friends know, I ride a motorcycle as a hobby, a Harley ...
Five Lessons from Skydiving Over the Grand Canyon

Tips for Downsizing Your Home in the Next Decade

On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some tips for downsizing your ...
Tips for Downsizing Your Home in the Next Decade

4 Reasons to Not Worry About a Trade War

In this latest podcast, we interview Dr. Jeff Roach, our director of research, on 4 ...
4 Reasons to Not Worry About a Trade War

What is the Purpose of the Federal Reserve?

The Federal Reserve ‘s Federal Open Market Committee, or FOMC, announced the third rate hike ...
What is the Purpose of the Federal Reserve?

How to START Planning for a Successful Retirement

South Carolina Business Review Interview With baby-boomers comprising one of the largest groups of our ...
How to START Planning for a Successful Retirement

Where Are We in the Credit Cycle?

On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on where we ...
Where Are We in the Credit Cycle?

Where Are We in the Greenville Real Estate Cycle?

On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some key real estate metrics ...
Where Are We in the Greenville Real Estate Cycle?

What do Tariffs Mean to Me?

On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on what tariffs ...
What do Tariffs Mean to Me?

Should You Be Worried About a Trade War

Regardless of your political bent, no one wants a trade war. A tariff is a ...
Should You Be Worried About a Trade War

The Hardest Decision a Child Will Have to Make (Part 1)

One of the hardest decisions a child will have to make is the decision to ...
The Hardest Decision a Child Will Have to Make (Part 1)

Greenville Hotspots and Where Greenville is Trending

On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on the Greenville hotspots and where ...
Greenville Hotspots and Where Greenville is Trending

10 Lessons I’ve Learned in my First Year as an Entrepreneur

We started Intelligent Investing in May 2017. Since today is my birthday, I thought I ...
10 Lessons I’ve Learned in my First Year as an Entrepreneur

US and Global Real Estate Asset Outlook

US and Global Real Estate Outlook In this Intelligent Money Minute podcast, we’ll interview Dr. ...
US and Global Real Estate Asset Outlook

Hey Google, Play Intelligent Money Minute Podcast

Google Assistant is making quite a name for herself. The “smart” voice-powered star of Google’s ...
Hey Google, Play Intelligent Money Minute Podcast

U.S. and Global Real Estate Correlation

Correlation Correlation is a way of describing how things move in relation to one another. ...
U.S. and Global Real Estate Correlation

US and Global Real Estate Asset Outlook

US and Global Real Estate Outlook In this Intelligent Money Minute podcast, we’ll interview Dr. ...
US and Global Real Estate Asset Outlook

Global Real Estate Asset Class Characteristics

Global Real Estate Asset Class In this Intelligent Money Minute podcast, we’ll interview Dr. Brad ...
Global Real Estate Asset Class Characteristics

Signaling Misbehavior

One of my girls came down into my office today wearing my clothes from head ...
Signaling Misbehavior

Nonrefundable Tax Credits for Exceptional SC Donations

What is Exceptional SC? The Exceptional SC scholarship fund (a 501(c)(3), also known as the ...
Nonrefundable Tax Credits for Exceptional SC Donations

Overconfidence Misbehavior

Overconfidence Examples We all struggle with being overconfident. We’ve seen the devastating effects of an ...
Overconfidence Misbehavior

How to Have an End-of-Life Family Meeting

Over the next several decades, the biggest and wealthiest generation in U.S. history will transfer roughly ...
How to Have an End-of-Life Family Meeting

When Should A Hockey Coach Pull the Goalie

The Vegas Golden Knights face off the Washington Capitals in the NHL Stanley Cup Finals ...
When Should A Hockey Coach Pull the Goalie

Lessons Learned From Russ Crosson- Part 1

Earlier this year, Hans and I were privileged to be at a small event hosted ...
Lessons Learned From Russ Crosson- Part 1

Which Type of Investor Are You?

South Carolina Business Review Interview When it comes to investing in stocks and bonds, have ...
Which Type of Investor Are You?

Misbehaving with Real Estate

Misbehaving with Real Estate is our next podcast in our real estate series.   In ...
Misbehaving with Real Estate

Why Add Real Estate to Your Portfolio

Why Add Real Estate to Your Portfolio is our next podcast in our mini-series on ...
Why Add Real Estate to Your Portfolio

What Does the Global Real Estate Market Look Like

What Does the Global Real Estate Market Look Like is our next podcast in our ...
What Does the Global Real Estate Market Look Like

Hey Alexa, Play Intelligent Money Minute Podcast

Alexa is making quite a name for herself. The “smart” voice-powered star of Amazon’s growing ...
Hey Alexa, Play Intelligent Money Minute Podcast

5 Principles to Know Before you START Retirement

We work predominantly with high net worth individuals, many of whom are approaching the “retirement ...
5 Principles to Know Before you START Retirement

What are the Differences between a Revocable and Irrevocable Trust

Ever wonder what are the differences between a revocable trust and an irrevocable trust? Listen ...
What are the Differences between a Revocable and Irrevocable Trust

3 Ways to Avoid Probate

    Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about ...
3 Ways to Avoid Probate

How the Probate Process Works

Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about how the ...
How the Probate Process Works

5 Things You Should Know about a Stock Market Correction (and a bonus)

Stocks went into free fall on Monday, February 5, 2018, and the Dow plunged almost ...
5 Things You Should Know about a Stock Market Correction (and a bonus)

How the Tax Cuts and Jobs Act Affects ABLE Accounts

Expansion of 529 plans to allow transfers to ABLE accounts The new tax legislation also ...
How the Tax Cuts and Jobs Act Affects ABLE Accounts

How the Tax Cuts and Jobs Act Affects 529 Plans

How the Tax Cuts and Jobs Act Affects 529 Plans is a blog that should ...
How the Tax Cuts and Jobs Act Affects 529 Plans

Financial Freedom Calendar

Why Sticking to New Year’s Resolutions is So Hard This is the time of year ...
Financial Freedom Calendar

3 Financial Chats You Should Have Over the Holidays

One of Intelligent Investing’s four unique factors is to unify families in their financial communication. ...
3 Financial Chats You Should Have Over the Holidays

10 Tips for Caring for a Spouse or Parent who has Become a Child

10 Tips for Caring for a Spouse or Parent who has Become a Child. It ...
10 Tips for Caring for a Spouse or Parent who has Become a Child

2018 IRA and Retirement Plan Limits

IRA contribution limits The maximum amount you can contribute to a traditional IRA or a ...
2018 IRA and Retirement Plan Limits

The ABC’s (and D’s) of Medicare

It’s that time again.October 15 to December 7th is open enrollment for Medicare Advantage. You ...
The ABC’s (and D’s) of Medicare

10 Years to Retirement- Top 6 things to be doing

As you approach retirement, you are often overwhelmed by the vast number of decisions that ...
10 Years to Retirement- Top 6 things to be doing

How Flood Insurance Works

Before hurricane season, it is important to understand how flood insurance works. We also think ...
How Flood Insurance Works

3 Lessons Truett Taught Me

It is hard to believe it has been three years since Truett Cathy left this ...
3 Lessons Truett Taught Me

How to Rollover Your Employer Retirement Plan Assets

Intelligent Investing helps you understand all your employer options to ensure you make wise and informed decisions, ...
How to Rollover Your Employer Retirement Plan Assets

How to Create a Family Education Policy

We’ve all seen the school supplies on sale at our local stores. That can only ...
How to Create a Family Education Policy

What the Solar Eclipse Can Teach Us About Markets

How to Prepare for the Solar Eclipse Video Ever since I was a kid, I’ve ...
What the Solar Eclipse Can Teach Us About Markets

Why I Joined Intelligent Investing

As many of you already know, I joined Intelligent Investing, LLC as a partner in ...
Why I Joined Intelligent Investing

How to Get Naked with your Clients (Part 3)

In earlier blogs, I talked about the Fear of Losing the Business and the Fear ...
How to Get Naked with your Clients (Part 3)

Is Your Wealth Manager Claiming Compliance with the Asset Manager Code?

The CFA Institute Asset Manager Code outlines the ethical and professional responsibilities of firms (“Managers”) ...
Is Your Wealth Manager Claiming Compliance with the Asset Manager Code?

What Rising Rates Could Mean for Your Money

Intelligent Investing is able to stress-test your existing portfolio to determine what raising rates may ...
What Rising Rates Could Mean for Your Money

How to Get Naked with Your Clients (Part 2)

In my earlier post, I mentioned that we must get vulnerable with our clients in ...
How to Get Naked with Your Clients (Part 2)

Fad Money

In the fall of 2005, I was sent by my accounting firm to Birmingham, Alabama ...
Fad Money

How to Get Naked with Your Clients (Part 1)

  Turn Your Head and Cough I remember my Junior High physical like it was ...
How to Get Naked with Your Clients (Part 1)

Mental Accounting 101

  Mental Accounting Sally was once shopping for a quilted bedspread. She went to a ...
Mental Accounting 101