Why Intelligent Investing

Why Hire a CFA® Charterholder to Manage Your Wealth

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

How to Use a Donor-Advised Fund with a Financial Advisor

February 19, 2020 By Hans Blake, CFA, CPA

On today’s Intelligent Money Minute, we’ll interview John Putnam on how to use a donor-advised fund (DAF) with a financial advisor. John gives us three insightful reasons to seek your financial advisor concerning your DAF. First, your financial advisor can help you explore the DAF space. It is helpful to ask your financial advisor if […]

Three Things You Must Share with Your Financial Advisor

February 11, 2020 By Hans Blake, CFA, CPA

I recently had the opportunity of being invited back to the South Carolina Business Review on South Carolina Public Radio to discuss this topic. Mike Switzer interviewed me on the importance of core values in investing. You can hear the interview by clicking here. You’ve probably heard it said, “You’re the average of the five […]

Why Widows Are Hot

February 6, 2020 By Hans Blake, CFA, CPA

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On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on why widows are hot. During this episode, Kathleen explains why widows are hot and how the future is female. First, she states several statistics concerning the high percentage of widowed/singled women at death. Compared to men, significantly more women are widowed or single when they […]

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