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The Pitfalls of Recency Bias

In a recent episode of Intelligent Money Minute, we had the pleasure of interviewing Larry Swedroe...

Why Did Traditional Diversification Fail in 2022?

Traditional diversification failed in 2022, but why did it happen, and will it happen again? On...
Hans Blake, CFA, CPA

Why Ignoring Your 401k or 403b Could Cost You More Than You Think

Are you maximizing your wealth potential? A recent study found that high-net-worth individuals have...
Hans Blake, CFA, CPA

Don’t Be Fooled By High Yield CDs: Why the Bond and Stock Market May be the Better Option

With the Federal Reserve’s recent increase in the federal funds rate, many banks have...
Hans Blake, CFA, CPA

Lessons We can Learn from SVB’s Failure

I personally am not a big fan of what is happening with banks and the recent Silicon Valley Bank...
Hans Blake, CFA, CPA

The Future of Financial Advice: Will AI Replace Human Advisors?

In recent years, advances in artificial intelligence (AI) have led to the development of chatbots...
Hans Blake, CFA, CPA

Why does a positive “jobs report” sometimes hurt markets?

Today’s financial news had headlines such as “Stocks Drop After Surprisingly Strong...

Top Tips to Keep Your Financial New Year’s Resolutions

Top Tips to Keep Your Financial New Year’s Resolutions I trust you had a merry Christmas, and if...

Approaching Retirement? Here Are 6 Tips to Consider

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

2023 IRA and Retirement Plan Limits

  We all know it is important to plan for the future. This is a time of year where we set new...
Hans Blake, CFA, CPA

8 Key Takeaways from the SECURE 2.0 Act

Do you have questions about SECURE 2.0 Act that passed in the final hours last year? You are not...
Matt Hougan

Matt Hougan’s ETF & FinTech Journey

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs...
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