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Why Hire a CFA® Charterholder to Manage Your Wealth

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The 3 Solutions to the Biggest Financial Problems HENRYs Face

April 7, 2021 By Hans Blake, CFA, CPA

First of all, nobody likes to be labeled, and there are always exceptions to the rule, but HENRY is an acronym that stands for High Earner Not Rich Yet (coined by Fortune in 2003). HENRYs are young doctors, lawyers, engineers, or other top-earning professionals who have a high salary but don’t have time to manage investments. […]

How to Get Started with Cryptocurrency

April 1, 2021 By Hans Blake, CFA, CPA

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We asked Matt how someone new to investing can get started with cryptocurrency. Matt explains that strict guide rails are critical to cryptocurrency. He stresses don’t overdo it because cryptocurrency is a highly volatile investment. Even a small amount of crypto can have a dramatic impact on a portfolio. Second, never put all the proverbial […]

Faith in the Midst of Tragedy: Losing a Child to Mental Illness

March 18, 2021 By Hans Blake, CFA, CPA

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During this episode, Shelly opens up about the mental illness that ailed her late son Jonathan. Around 19 years old, Jonathan Hamilton took an acne medicine that sent him into a clinical depression. Upon further examination, the doctors diagnosed Jonathan with schizophrenia. After seven years with no solutions, a Christian psychiatrist found a combination of […]

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Why Hire a CFA® Charterholder to Manage Your Wealth