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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 If you are like me, it is easy to set a...

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...
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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