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Intelligent Investing

Insightful. Independent. Innovative.

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in·de·pen·dent \ˌin-də-ˈpen-dənt\

  • Not dependent upon any one opinion or idea
  • Not subject to control by others
  • Self-governing
  • Showing a desire for freedom

At Intelligent Investing, we believe in the importance of independence. Independent bookstores and independent coffee shops have a different feel from a Barnes and Noble and Starbucks. Independent RIA’s have a different feel from big-name investment firms. We are locally owned and operated, and feel this keeps us close to those we serve.

Not being controlled by one line of thought dictated from corporate headquarters gives us freedom. Freedom to work for you and with you. Intelligent Investing can take the best thoughts from fund families such as Vanguard, JPMorgan, PIMCO, Goldman Sach’s and others, and bounce our independent ideas off of each of these firms and their experts to come up with unbiased thoughts, ideas, investments, and portfolio models.

We believe our independence allows us the flexibility to be nimble and offer a world-class and personalized experience to each client.

To learn more, click here to read our story.

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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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  • The 3 Solutions to the Biggest Financial Problems HENRYs Face
  • How to Get Started with Cryptocurrency
  • Faith in the Midst of Tragedy: Losing a Child to Mental Illness
  • Intelligent Investing’s Perspective on Bitcoin
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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
  • Connect With Us
  • Client Login