Client Divisions- Where Are You In Life?

June 29, 2022 By Hans Blake, CFA, CPA

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on the implications of rising interest rates on retirement. During this episode, Christine breaks down the impact of rising interest rates on pre-retirees, and what you can do to prepare in an inflationary environment. In particular, Christine lays […]

Summary of Fed Chairman Powell’s Comments to Congress

June 22, 2022 By Hans Blake, CFA, CPA

Today, Federal Chairman Jerome Powell addressed members of Congress to update them on the economy, inflation, and reasons for increasing the federal fund’s rate. Since your time is valuable, I have summarized and paraphrased the 2.5 hour meeting. Background As you likely are aware, the Federal Reserve announced that it would be raising interest rates […]

Why Knowing Your Risk Matters

June 16, 2022 By Hans Blake, CFA, CPA

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On today’s Intelligent Money Minute, we welcome Aaron Klein the CEO of Riskalyze. During this episode, Aaron explains the importance of knowing your risk, and the multiple types of risks investors may need to consider. At Intelligent Investing, we believe in looking at a clients’ risk in four ways: Willingness to take on risk (your […]

Private Wealth

Pre-Retirees and Retirees

Professionals and Executives

Women and Widows

Millennials and HENRYs

Nonprofits and Institutional Wealth