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Intelligent Investing

Insightful. Independent. Innovative.

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What Makes Us Different

What Makes Us Different

 

We Aim to Minimize Fees (including taxes)

We understand that minimizing your fees helps lower your hurdle rate, allowing returns to compound at a faster rate. Since we are fee-only, and don’t make money off of transactions, we strive to reduce your portfolio and transaction costs in every way we can. We also specialize in tax planning, so we can do our best to reduce the government fees–taxes.

We Strive to Save You Time

Time is money and becoming more and more valuable as we live in a world of constant distractions. We understand your time is important, and we do our best to have a seamless onboarding and efficient client experience to give you more time to do what you love.

We Unify Families with Financial Communication

We can’t emphasize enough the importance of making sure families are on the same page regarding financial goals and passing on legacies. Husbands and wives typically are not on the same page as they approach retirement, and neither are parents and grandparents passing on inheritances to the next generation. We understand the difficulties of communicating these sensitive topics and bridge the gap between these relationships, so expectations are communicated and no one is surprised with the outcomes.

We Leverage Technology to Improve Investor Behavior

We understand humans may not beat the computing power of technology. However, we believe no one can beat a human leveraging technology. Having a human advisor can help with accountability and controlling your emotions through market cycles. Computers will never be able to share in the joy of an achievement, nor grieve with a widow. Our innovative approach is intended to give us the best chance to meet your long-term goals, minimize your risk,  and help you stick to your plans.

 

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HENRYs

The 3 Solutions to the Biggest Financial Problems HENRYs Face

April 7, 2021 By Hans Blake, CFA, CPA

First of all, nobody likes to be labeled, and there are always exceptions to the rule, but HENRY is an acronym that stands for High Earner Not Rich Yet (coined by Fortune in 2003). HENRYs are young doctors, lawyers, engineers, or other top-earning professionals who have a high salary but don’t have time to manage investments. […]

Matt Hougan

How to Get Started with Cryptocurrency

April 1, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

We asked Matt how someone new to investing can get started with cryptocurrency. Matt explains that strict guide rails are critical to cryptocurrency. He stresses don’t overdo it because cryptocurrency is a highly volatile investment. Even a small amount of crypto can have a dramatic impact on a portfolio. Second, never put all the proverbial […]

Shelly Hamilton Profile

Faith in the Midst of Tragedy: Losing a Child to Mental Illness

March 18, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

During this episode, Shelly opens up about the mental illness that ailed her late son Jonathan. Around 19 years old, Jonathan Hamilton took an acne medicine that sent him into a clinical depression. Upon further examination, the doctors diagnosed Jonathan with schizophrenia. After seven years with no solutions, a Christian psychiatrist found a combination of […]

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  • Home
  • Why Us
    ►
    • Our Story
    • Core Values
    • Our Philosophy
    • Three Pillars of Thought
    • What Makes Us Different
  • Library
    ►
    • Blogs
    • Podcasts
    • Videos
      ►
      • Intelligent Investing Videos
      • Behavioral Finance Videos
      • CFA® Videos
      • Market Videos
    • White Papers
  • Intelligent Team
  • Intelligent Talks
  • Intelligent Events
  • First Friday Networking at Noon
  • Who We Serve
  • Services We Offer
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