About Us- Why Intelligent Investing Advisors | Intelligent Investing Greenville, SC

Why Hire a CFA® Charterholder to Manage Your Wealth

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

How Potential Higher Inflation and Taxes Impact Your Retirement Strategy

July 29, 2021 By Hans Blake, CFA, CPA

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on how potential higher inflation and taxes impact your retirement strategy. Christine believes we should be mindful of potential inflation and high taxes. A key point she makes is not waiting to implement tax-saving strategies. During this episode, […]

The Retirement Bucket Approach Part 2

July 21, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on the retirement bucket approach. During this episode, Christine expounds further on the bucket approach and behavioral finance. Hans and Christine talk about situations where investors reacted poorly to market situations. Christine stresses the importance of sticking to […]

Transitioning the Family Business

July 14, 2021 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On this episode of Intelligent Money Minute, we’ll be interviewing Shelly Hamilton on transitioning the family business. During this episode, Shelly is joined by her son-in-law and daughter, Adam and Megan Morgan. They talk about the hurdles, challenges, and considerations that took place when transitioning the family business to Adam and Megan. Shelly stresses the […]

Our Story

One Passion

Core Values

Three Pillars of Thought

Four Unique Factors

Services We Offer

Why Hire a CFA® Charterholder to Manage Your Wealth