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Intelligent Investing

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STAR Talk

STAR Talk

Stewarding The Assets Remaining (or STAR Talk) is a talk designed especially for retirees,  families and nonprofits. We know you want to ensure assets are left in a responsible and fair manner. Some of the things we cover in this talk are:

  • Do I have the right estate plan?
  • When is the right time and how to have “the Talk” with family and what should we talk about?
  • Avoiding Uncle Sam- Tax efficient ways to leave charitable gifts
  • Children vs. Charity- How to be philanthropic and have peace amongst family members.
  • Giving now vs. Giving Then
  • Donor Advised Funds vs. Private Foundations

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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
  • The Secret of Endowment Success
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