Insightful. Independent. Innovative.
Blogs
Subscribe to stay up to date on our Intelligent Insights!
The Shrinking Pool of Victims
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how the shrinking pool of ...
The Impact of Investment Expenses
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on 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 ...
Academics Converting Alpha Into Beta
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how academics converting alpha into ...
Time In Markets Is Important, Not Timing Markets
Fear is Back We have recently seen an uptick in volatility and fear. As you ...
Dangers of Backtesting Performance & Managers
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on surviviorship bias and the dangers ...
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 ...
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 ...
How’s It Going To End?
The Truman Show is a 1998 science fiction film featuring Jim Carrey as Truman Burbank. ...
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 Difficulty of Consistently Outperforming the Market
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the difficulty of consistently outperforming ...
My Personal Note from Art Laffer
On June 19, 2019, President Donald J. Trump awarded the Presidential Medal of Freedom to ...
Rick Ferri’s Financial Heroes
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on his personal financial heroes. During ...
How To Handle Long Term Care Regret
On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on how to handle regret when ...
Mitigating Dangerous Investing Emotions
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on mitigating dangerous investing emotions. During ...
Great Ideas to Consider During Retirement
On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on great ideas to consider during ...
The Power of Passive Investing
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on 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. ...
Emotionally Transitioning Into Retirement
On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the importance of emotionally transitioning ...
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 ...
Should Financial Advisors Become Life Coaches?
On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on whether financial advisors should consider ...
Lessons Learned When Battling Cancer
On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on 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. ...
Real Estate Tips for Successful Professionals
On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on Real Estate tips for successful ...
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 ...
Reasons for Entering the Real Estate Profession
Have you ever thought about starting a career in Real Estate? On today’s Intelligent Money ...
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 ...
Identifying Work Life Imbalance
On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on identifying work life imbalance. Everyone ...
4 Secrets to Know When Selling Your Home
Thinking about selling your home, but you have no idea where to start? On today’s ...
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 ...
Lessons Learned from the 2008 Crisis
On today’s Intelligent Money Minute, we’ll interview Dan Hamilton on real estate lessons learned from ...
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 ...
5 Thoughts on Oil (In Under 1 Minute)
Oil prices have dropped about 22% last month (or 33% from the Oct. 3rd peak ...
Five Lessons from Skydiving Over the Grand Canyon
As our clients and friends know, I ride a motorcycle as a hobby, a Harley ...
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 ...
4 Reasons to Not Worry About a Trade War
In this latest podcast, we interview Dr. Jeff Roach, our director of research, on 4 ...
What is the Purpose of the Federal Reserve?
The Federal Reserve ‘s Federal Open Market Committee, or FOMC, announced the third rate hike ...
How to START Planning for a Successful Retirement
South Carolina Business Review Interview With baby-boomers comprising one of the largest groups of our ...
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 Greenville Real Estate Cycle?
On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some key real estate metrics ...
What do Tariffs Mean to Me?
On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on what tariffs ...
Should You Be Worried About a Trade War
Regardless of your political bent, no one wants a trade war. A tariff is a ...
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 ...
Greenville Hotspots and Where Greenville is Trending
On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on the Greenville hotspots and where ...
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 ...
US and Global Real Estate Asset Outlook
US and Global Real Estate Outlook In this Intelligent Money Minute podcast, we’ll interview Dr. ...
Hey Google, Play Intelligent Money Minute Podcast
Google Assistant is making quite a name for herself. The “smart” voice-powered star of Google’s ...
U.S. and Global Real Estate Correlation
Correlation Correlation is a way of describing how things move in relation to one another. ...
US and Global Real Estate Asset Outlook
US and Global Real Estate Outlook In this Intelligent Money Minute podcast, we’ll interview Dr. ...
Global Real Estate Asset Class Characteristics
Global Real Estate Asset Class In this Intelligent Money Minute podcast, we’ll interview Dr. Brad ...
Signaling Misbehavior
One of my girls came down into my office today wearing my clothes from head ...
Nonrefundable Tax Credits for Exceptional SC Donations
What is Exceptional SC? The Exceptional SC scholarship fund (a 501(c)(3), also known as the ...
Overconfidence Misbehavior
Overconfidence Examples We all struggle with being overconfident. We’ve seen the devastating effects of an ...
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 ...
When Should A Hockey Coach Pull the Goalie
The Vegas Golden Knights face off the Washington Capitals in the NHL Stanley Cup Finals ...
Lessons Learned From Russ Crosson- Part 1
Earlier this year, Hans and I were privileged to be at a small event hosted ...
Which Type of Investor Are You?
South Carolina Business Review Interview When it comes to investing in stocks and bonds, have ...
Misbehaving with Real Estate
Misbehaving with Real Estate is our next podcast in our real estate series. In ...
Why Add Real Estate to Your Portfolio
Why Add Real Estate to Your Portfolio is our next podcast in our mini-series on ...
What Does the Global Real Estate Market Look Like
What Does the Global Real Estate Market Look Like is our next podcast in our ...
Hey Alexa, Play Intelligent Money Minute Podcast
Alexa is making quite a name for herself. The “smart” voice-powered star of Amazon’s growing ...
5 Principles to Know Before you START Retirement
We work predominantly with high net worth individuals, many of whom are approaching the “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 ...
3 Ways to Avoid Probate
Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about ...
How the Probate Process Works
Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about how the ...
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 ...
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 529 Plans
How the Tax Cuts and Jobs Act Affects 529 Plans is a blog that should ...
Financial Freedom Calendar
Why Sticking to New Year’s Resolutions is So Hard This is the time of year ...
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. ...
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 ...
2018 IRA and Retirement Plan Limits
IRA contribution limits The maximum amount you can contribute to a traditional IRA or a ...
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 ...
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 ...
How Flood Insurance Works
Before hurricane season, it is important to understand how flood insurance works. We also think ...
3 Lessons Truett Taught Me
It is hard to believe it has been three years since Truett Cathy left this ...
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 Create a Family Education Policy
We’ve all seen the school supplies on sale at our local stores. That can only ...
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 ...
Why I Joined Intelligent Investing
As many of you already know, I joined Intelligent Investing, LLC as a partner in ...
How to Get Naked with your Clients (Part 3)
In earlier blogs, I talked about the Fear of Losing the Business and the Fear ...
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”) ...
What Rising Rates Could Mean for Your Money
Intelligent Investing is able to stress-test your existing portfolio to determine what raising rates may ...
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 1)
Turn Your Head and Cough I remember my Junior High physical like it was ...
Mental Accounting 101
Mental Accounting Sally was once shopping for a quilted bedspread. She went to a ...
