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Intelligent Investing

Insightful. Independent. Innovative.

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Independent

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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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
  • How To Invest In A World Of Negative Interest Rates
  • 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
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    • 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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