Why Intelligent Investing

Why Hire a CFA® Charterholder to Manage Your Wealth

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

Add Intelligent Money Minute Podcasts to your Alexa Daily Briefing

March 26, 2020 By Hans Blake, CFA, CPA

With Flash Briefing, Alexa delivers news and content from popular broadcasters, local weather information, and more. To add our Intelligent Money Minute to your daily briefing: 1. Open up your Amazon Alexa App 2. Go to the menu. 3. Select Settings. 4. Scroll down to the Alexa Preferences section and select Flash Briefing. 5. Select Get more Flash […]

Don’t Just Do Something–Sit There! (The Power of Restraint)

March 18, 2020 By Hans Blake, CFA, CPA

President Trump announced recently that we have 15 days to slow the spread of Coronavirus. This has required many of us to hunker down in our homes. Many parents are having to homeschool their children and use video conferencing to meet with clients and coworkers. As a result, many Americans have become anxious and stir-crazy. […]

Short Term Volatility- What’s Your Move?

March 9, 2020 By Hans Blake, CFA, CPA

Short-Term Volatility- What Happened Today? U.S. stocks careened lower Monday. Short-term volatility pushed major indexes closer to a bear-market territory as a price war for oil and coronavirus fallout frightened investors. The selling was heavy across markets and geographies, and U.S. stocks fell hard enough after the open to trigger a 15-minute trading halt for the […]

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Why Hire a CFA® Charterholder to Manage Your Wealth