Client Divisions- Where Are You In Life?

January 6, 2022 By Hans Blake, CFA, CPA

Top Tips to Keep Your Financial New Year’s Resolutions I trust you had a merry Christmas, and if you are like me, it is easy to set a bunch of new year’s resolutions for the new year, only to struggle to keep them until the end of January. Did you know that making […]

Don’t Be a Purse for Your Suitors

December 16, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on not being a financial purse for suitors. In an attempt to find new love, widows can fall prey to greedy suitors. Suitors who are more interested in a widow’s purse than them as a person. During this episode, Kathleen provides insight and tips on how […]

Tips for Dealing with Tragedy, Sadness, & Poor Health Over the Holidays.

December 9, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

Despite Christmas being a cheerful time of year, many people find the holidays very depressing. Shelly experienced tragedy on Mother’s Day when her son Jonathan passed away. During this episode, Shelly Hamilton gives tips on how to deal with tragedy, sadness, and trials during the holidays. She highlights the value of speaking the truth to […]

Private Wealth

Pre-Retirees and Retirees

Professionals and Executives

Women and Widows

Millennials and HENRYs

Nonprofits and Institutional Wealth