Blogs

  The Incredible Cost to Climb Mount Everest- Retirement is Very Expensive Climbing Everest is expensive. ...

Beware: Avalanches Lie Ahead- Retirement Income Planning is Vital Everest is approximately 29,029 feet, and ...

  The Slippery Slope of COVID-19- Navigating the Bear Market Sadly, for many retirees, the ...

Unfortunately, the coronavirus isn’t simply a threat to our physical well-being, it’s also a direct ...

  Keeping your cool can be hard to do when the market goes on one ...

With Flash Briefing, Alexa delivers news and content from popular broadcasters, local weather information, and ...

President Trump announced recently that we have 15 days to slow the spread of Coronavirus. ...

Short-Term Volatility- What Happened Today? U.S. stocks careened lower Monday. Short-term volatility pushed major indexes ...

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how remarriage can be a ...

We have recently seen an uptick in volatility and fear. As you can see from ...

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on common mistakes made by pre-retirees. ...

On today’s Intelligent Money Minute, we’ll interview John Putnam on how to use a donor-advised ...

I recently had the opportunity of being invited back to the South Carolina Business Review ...

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on why widows are hot. During ...

The Coronavirus Coronaviruses are a family of viruses common in animals, with the newest deadly ...

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how diversification is like a ...

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three key elements to be ...

On today’s Intelligent Money Minute, we’ll interview John Putnam on what is a donor-advised fund. ...

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how to help a new ...

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on hope for the retail investor. ...

The full House passed by a 297-120 vote on December 17, 2019 the year-end spending ...

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on practical tips for lump sum ...

On today’s Intelligent Money Minute, we’ll interview John Putnam on how to integrate charitable giving. ...

Many Americans either have or are eligible for health savings accounts (HSAs), but many fail ...

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how widowhood is like a ...

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how greed and chasing alpha ...

Earlier this year, South Carolina lawmakers determined $61 million of the tax dollars generated by the ...

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the journey of an index ...

On today’s Intelligent Money Minute, we’ll interview John Putnam on what NCF can do for ...

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on grace: the third stage of ...

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on the paradox of skills. This ...

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on practical tips for pre-retirees. During ...

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on the second stage of widowhood: ...

On today’s Intelligent Money Minute, we’ll interview John Putnam on an overview of the National ...

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three military discipline investment values. ...

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

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

On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on grief: the first stage ...

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

Fear is Back We have recently seen an uptick in volatility and fear. As you ...

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on surviviorship bias and the dangers ...

Capital One Data Breach Capital One said a hacker had compromised the personal information of ...

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on realizing that you are not ...

The Truman Show is a 1998 science fiction film featuring Jim Carrey as Truman Burbank. ...

On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on becoming a widow to ...

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

On June 19, 2019, President Donald J. Trump awarded the Presidential Medal of Freedom to ...

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

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on how to handle regret when ...

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

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

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

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

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

Have you ever considered what’s next after retirement? On today’s Intelligent Money Minute, we’ll interview ...

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on whether financial advisors should consider ...

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

Many in the financial industry were saddened to hear of the passing of John C. ...

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

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on how not to lose your ...

Have you ever thought about starting a career in Real Estate? On today’s Intelligent Money ...

On today’s Intelligent Money Minute, we’ll interview Beverly Flaxington on the value of knowing why ...

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

Thinking about selling your home, but you have no idea where to start? On today’s ...

On today’s Intelligent Money Minute, we’ll interview Carl Sharperson on lessons he learned from the ...

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

Thinking about buying a new home? On today’s Intelligent Money Minute, we’ll interview Dan Hamilton ...

Oil prices have dropped about 22% last month (or 33% from the Oct. 3rd peak ...

As our clients and friends know, I ride a motorcycle as a hobby, a Harley ...

On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some tips for downsizing your ...

In this latest podcast, we interview Dr. Jeff Roach, our director of research, on 4 ...

The Federal Reserve ‘s Federal Open Market Committee, or FOMC, announced the third rate hike ...

South Carolina Business Review Interview With baby-boomers comprising one of the largest groups of our ...

On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on where we ...

On today’s Intelligent Money Minute, I’ll interview Dan Hamilton on some key real estate metrics ...

On this podcast, I’ll interview Dr. Jeff Roach, our Director of Research on what tariffs ...

Regardless of your political bent, no one wants a trade war. A tariff is a ...

One of the hardest decisions a child will have to make is the decision to ...

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

We started Intelligent Investing in May 2017. Since today is my birthday, I thought I ...

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

Google Assistant is making quite a name for herself. The “smart” voice-powered star of Google’s ...

Correlation Correlation is a way of describing how things move in relation to one another. ...

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

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

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

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

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

Over the next several decades, the biggest and wealthiest generation in U.S. history will transfer roughly ...

The Vegas Golden Knights face off the Washington Capitals in the NHL Stanley Cup Finals ...

Earlier this year, Hans and I were privileged to be at a small event hosted ...

South Carolina Business Review Interview When it comes to investing in stocks and bonds, have ...

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

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 is our next podcast in our ...

Alexa is making quite a name for herself. The “smart” voice-powered star of Amazon’s growing ...

We work predominantly with high net worth individuals, many of whom are approaching the “retirement ...

Ever wonder what are the differences between a revocable trust and an irrevocable trust? Listen ...

    Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about ...

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

Stocks went into free fall on Monday, February 5, 2018, and the Dow plunged almost ...

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 is a blog that should ...

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

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. It ...

IRA contribution limits The maximum amount you can contribute to a traditional IRA or a ...

It’s that time again.October 15 to December 7th is open enrollment for Medicare Advantage. You ...

As you approach retirement, you are often overwhelmed by the vast number of decisions that ...

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

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

Intelligent Investing helps you understand all your employer options to ensure you make wise and informed decisions, ...

We’ve all seen the school supplies on sale at our local stores. That can only ...

How to Prepare for the Solar Eclipse Video Ever since I was a kid, I’ve ...

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

In earlier blogs, I talked about the Fear of Losing the Business and the Fear ...

Intelligent Investing is able to stress-test your existing portfolio to determine what raising rates may ...

In my earlier post, I mentioned that we must get vulnerable with our clients in ...

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

  Turn Your Head and Cough I remember my Junior High physical like it was ...

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