Why Intelligent Investing

Why Hire a CFA® Charterholder to Manage Your Wealth

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

The Shrinking Pool of Victims

September 11, 2019 By Hans Blake, CFA, CPA

On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how the shrinking pool of victims makes it difficult to outperform. In his book Why Alpha is Becoming More Difficult, this is the second issue. Referencing William Sharpe, Larry notes that if one investor outperforms the market, consequently somebody else has to underperform. Larry points […]

The Impact of Investment Expenses

September 4, 2019 By Hans Blake, CFA, CPA

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On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the impact of investment expenses on a portfolio. During this episode, Rick provides insight on fees and how they can affect performance. Also, he explains why an active manager’s fee, while being the most affordable, may not be the best. At Intelligent Investing, we understand […]

Grief: The First Stage Of Widowhood

August 28, 2019 By Hans Blake, CFA, CPA

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On today’s Intelligent Money Minute, we’ll interview Dr. Kathleen Rehl on grief: the first stage of widowhood. In Kathleen’s book, Moving Forward on Your Own: A Financial Guidebook for Widows, three stages of widowhood are mentioned. Due to the countless widows Kathleen has mentored, grief is the first stage discussed in her book. According to […]

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Why Hire a CFA® Charterholder to Manage Your Wealth