Why Intelligent Investing

Why Hire a CFA® Charterholder to Manage Your Wealth

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

Greed & Chasing Alpha

November 13, 2019 By Hans Blake, CFA, CPA

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how greed and chasing alpha makes it difficult to outperform. We’ll discuss how there has been a change in the landscape due to the increase in money chasing. Larry points out the fact that there were almost no hedge funds in the 1950s. However, he […]

$50 Could Be Headed Your Way

November 13, 2019 By Hans Blake, CFA, CPA

Earlier this year, South Carolina lawmakers determined $61 million of the tax dollars generated by the 2018 Mega Millions winner would be used to fund $50 tax rebate checks for qualifying taxpayers. A rebate check may be on its way to your mailbox! Learn more below and see if you qualify. Pause a Moment Before […]

The Journey of an Index Investor

November 6, 2019 By Hans Blake, CFA, CPA

Podcast: Play in new window | Download

On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the journey of an index investor. During this episode, Rick talks about his new e-book, “The Education of an Index Investor.” He wrote this book due to the fact that many try to beat the market and fail. He lists out four levels of an […]

Why Intelligent Investing

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