Client Divisions- Where Are You In Life?

June 10, 2021 By Hans Blake, CFA, CPA

During this episode, Larry gives multiple reasons why you shouldn’t check your portfolio daily. There’s a good bit of science surrounding this topic, yet many still misbehave. The research shows that investors are highly risk-averse. Investors feel the pain of a loss twice as much as the feeling you get when a portfolio gains. The […]

The Value of Having a Broad Knowledge of Financial Topics

June 3, 2021 By Hans Blake, CFA, CPA

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On today’s Intelligent Money Minute, we interview Morningstar’s director of personal finance, Christine Benz on the value of having a broad knowledge of financial topics. Recently, Christine Benz was named in Barron’s Top 100 Influential Women for her dedication and impact in the financial industry. During this episode, Christine describes her journey at Morning Star […]

Two Key Elements of Retirement Success and Happiness

May 27, 2021 By Hans Blake, CFA, CPA

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On this episode of Intelligent Money Minute, we interview Larry Swedroe on the two key elements of retirement success. There’s more than just numbers when creating a financial plan. During this episode, Larry breaks down key elements that are important to consider in a retirement plan. He stressed the importance of having a life in […]

Private Wealth

Pre-Retirees and Retirees

Professionals and Executives

Women and Widows

Millennials and HENRYs

Nonprofits and Institutional Wealth