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The Difference a CFA Charterholder Makes Video (2 min.)

How Diversification is Like Taking a U.S. Road Trip

January 22, 2020 By Hans Blake, CFA, CPA

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how diversification is like a U.S. road trip. Larry begins by stating that in a world of uncertainty, diversification is the only prudent strategy. No one can know the future; therefore, it is wise to diversify across various sources of risks and returns. Larry continues […]

Three Key Elements To Being An Index Investor

January 15, 2020 By Hans Blake, CFA, CPA

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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three key elements to be an index investor. During this episode, Rick continues his summary of his e-book, “The Education of an Index Investor.” He lists out three keys to becoming an index investor and explains how they fit together seamlessly. Similarly, at Intelligent Investing […]

What is a Donor-Advised Fund?

January 8, 2020 By Hans Blake, CFA, CPA

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On today’s Intelligent Money Minute, we’ll interview John Putnam on what is a donor-advised fund. John begins by giving us a simple definition. A donor-advised fund is a low-cost flexible account for charitable giving. Due to some of the similarities, you can think of a donor-advised fund as a “charitable checking account.” Rather than giving […]

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