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Intelligent Investing

Insightful. Independent. Innovative.

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Four Unique Factors

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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Matt Hougan

The Dangers of Commission-Free ETF Trading

January 14, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the dangers of commission-free ETF trading. Recently, custodians have been offering commission-free trading on ETFs, but many believe this can encourage misbehaving. Matt lays out the big picture in regards to the market and the opportunity. During this episode, […]

Larry Siegel Fewer, Richer, Greener

How To Invest In A World Of Negative Interest Rates

January 6, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On this episode of Intelligent Money Minute, we interview Larry Siegal, the director of the CFA Institute Research foundation on how to invest in a world of negative interest rates. Most environments feel unprecedented, but until 2019 there have never been negative interest rates. What does this mean? Essentially, it means locking in a guaranteed […]

How to Help Others Who Have Been Financially Scammed

December 31, 2020 By Hans Blake, CFA, CPA

This is part two of a mini-series on those who have been financially scammed. You can read part one here. I recently received a call out from a loved one. “Hans, are you sitting down,” they said in a frail voice filled with emotion. I immediately thought there was an accident or death in the […]

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  • The Dangers of Commission-Free ETF Trading
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  • How to Help Others Who Have Been Financially Scammed
  • 11 Ways To Protect Yourself From Being Financially Scammed
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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
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  • Intelligent Events
  • First Friday Networking at Noon
  • Who We Serve
  • Services We Offer
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