Insightful. Independent. Innovative.
We celebrated the launching of Intelligent Investing and thanked our supporters at Ruth's Chris downtown Greenville. We have been blessed with such a great start, and we thank our family, friends, and supporters for their help. The theme for the night was to Invest in Every Moment. We learned to Invest in Others, Invest in […]
Have you ever been at an event and you didn't know anyone? Wasn't it awkward? Would you like to know what types of questions to ask in such a setting? On October 6, 2017 at 12pm, we heard Tim Gilbreath from Dale Carnegie teach some practical networking tips in a fun way. Tim did a great […]
Hans had the awesome privilege of being invited back to speak to the USC grad students in the medical school. He spoke to the Christian Medical and Dental Association (CMDA) group on "Deep in Debt." He shared some sobering statistics about how Americans are addicted to debt. He shared practical ways of getting out of […]
Pictures from the Event This month's First Friday Networking at Noon event featured a talk on Medicare Basics. Mike Head educated us on a very general overview of Medicare and what options people have when they become eligible. Since Intelligent Investing is a fee-only fiduciary advisor, we do not sell any products, including insurance. […]
Hans has been invited back by Clemson to speak to two different Animal Science Center senior classes. His talk will give the seniors some practical advice on minimizing debt in grad school and establishing healthy financial practices when they start their career.
This month's First Friday Networking at Noon event featured a talk on year-end tax and gift planning for individuals and businesses. Lisa Nason, CPA educated us on some strategies and options to consider before the end of the year. We do not endorse any specific firm or individual. Disclaimer Any tax advice contained in the […]
We had the opportunity of attending a seminar by Russ Crosson, Executive Vice Chairman of Ronald Blue Trust. Russ shared some great tips on how to have family conferences with clients, and provided some great resources.
Hans had the privilege of speaking to the USC Christian Medical and Dental Association (CMDA) for the third time. His talk was entitled, "Broke." He shared ways that will prevent the medical students from going broke once they are in residency and post-schooling.
