Client Divisions- Where Are You In Life?

December 12, 2024 By Hans Blake, CFA, CPA

The winter chill has settled in once again, and with it comes memories of last year’s ice-skating adventure—the one that left me with a humbling lesson in balance, vulnerability, […]

The Growing Impact of Wealth Transfers to Women & Widows

December 5, 2024 By Hans Blake, CFA, CPA

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In recent years, the topic of wealth transfer has gained significant attention, especially regarding the financial futures of women and widows. Kathleen, a financial expert and advocate, shared her insights […]

20 Essential Year-End Tax Tips: Intelligent Investing’s Guide for Smart Tax Planning

November 21, 2024 By Hans Blake, CFA, CPA

As the year draws to a close, it’s an ideal time to review your financial situation and make strategic moves to optimize your tax picture. At Intelligent Investing, we […]

Private Wealth

Pre-Retirees and Retirees

Professionals and Executives

Women and Widows

Millennials and HENRYs

Nonprofits and Institutional Wealth