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Intelligent Investing

Insightful. Independent. Innovative.

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Insightful

in·sight·ful \ˈin-ˌsīt-fəl\

  • having or showing a very clear understanding of something

Intelligent Investing realizes our world is constantly changing, and we could never apprehend the amount of information and data available to us in our lifetimes. For example, since the year 2000, the percentage increase in assets committed to ETFs has grown by over 2,500% and approximately 75% of the world’s total ETF assets belong to ETFs traded in the U.S. New investment products are coming out every day, and new fund managers are producing new white papers and theories every month.

However, being insightful means having a clear understanding of something. Intelligent Investing listens to world-class professionals, and more importantly our clients. By listening, we get a clear understanding of who our clients are, what they are trying to achieve, and the best way to bridge the gap from where they are to where they want to go.

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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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  • 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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