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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, ...
Aaron Klein Profile Pic

How Did Riskalyze Work During the COVID Pandemic Selloff

On today’s Intelligent Money Minute, we interview Aaron Klein on how Riskalyze worked during the ...
Christine Benz Profile Pic

How Inflation May Affect Your Retirement Distributions

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of ...
Matt Hougan

Crypto’s Impact on the War in Ukraine

In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on ...
Aaron Klein Profile Pic

How Riskalyze Helps Concentrated Portfolios

On today’s Intelligent Money Minute, we interview Aaron Klein on how Riskalyze helps concentrated ...
Christine Benz Profile Pic

Don’t Assume You’re Getting an Inheritance

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of ...
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