Intelligent Investing

05/25/2026

Remembering those who gave their lives for our freedom.

05/22/2026

The upcoming SpaceX IPO is capturing the global imagination, and for good reason. Watching human ingenuity push boundaries is inspiring. But as a wealth manager overseeing high-net-worth families, my job is to separate the awe of science from the cold math of wealth preservation.

Right now, the pre-IPO marketplace for high-profile names is flooded with retail excitement and astronomical premiums. It is highly reminiscent of the dot-com era, where investors rushed toward revolutionary concepts at any cost, ignoring structural fundamentals just to run with the crowd.

If your investment strategy currently has you asking, "How do I get into this right now?" it may be a sign that you need a fiduciary who can guide your family's financial future with greater clarity.

True wealth management isn't about scrambling for exclusive access or reacting to the media cycle. It is about maintaining a disciplined, institutional approach.

For the families we serve, we favor patience over panic buying. Here is how sophisticated portfolios handle mega-cap shifts safely:

Organic Integration: Once a massive enterprise like SpaceX goes public and establishes stable trading, it naturally integrates into the broad-based institutional index funds we already utilize.

Systematic Exposure: By allowing a company to enter your portfolio through these core index funds, you get to participate in its structural upside systematically and at an ultra-low cost—completely bypassing the exorbitant platform fees and red tape of pre-IPO speculation.

Preserving the Whole: It is always more profitable to own a diversified "league" of great businesses rather than over-leveraging into a single "star player" at the peak of their jersey sales.

Being a fiduciary means having the professional courage to go against the grain when everyone else is charging toward the cliff. Our goal is to minimize your financial stress and maximize your life by building durable, multi-generational plans that stand the test of time.

If you are ready to transition away from headline-driven investing and want a steady, experienced hand to manage your family's wealth, let’s have a conversation.

Message me directly or contact our office to schedule a confidential review of your structural wealth strategy.

Connect with us by scheduling a complimentary call or meeting, emailing us, or connecting to our social media pages. We look forward to connecting soon.

05/05/2026

Why your brain isn't wired for "hidden" costs...

In wealth management, the math you think you see isn't always the reality. Try this classic behavioral finance riddle that trips up even the smartest investors:

1. A stock price and its trading commission cost $110 in total.
2. The stock costs $100 more than the commission.
3. How much is the commission?

Drop your guess (before looking) in the comments and check out the answer below!

04/13/2026

"This time it's different..."

04/11/2026

"AI is designed to give you the answer you want. A fiduciary is designed to give you the truth you need." - Hans Blake

04/10/2026

AI is programmed to please you. Your financial plan shouldn't be.

​The greatest threat to your long-term wealth isn’t a lack of information—it’s the abundance of validation for bad ideas. While an algorithm might reinforce your overconfidence, a true fiduciary provides the discipline, transparency, and accountability needed to reach your goals.

​The data is clear: over a multi-year period, the average equity fund investor captures much less than the average fund produced. This "behavioral gap" is the result of emotional, ill-timed decisions made for the wrong reasons.

​At Intelligent Investing, we believe our primary value is acting as your prudent behavioral coach. We help you remove the emotions from investing so you can maintain the course toward your life’s purpose.

​Are you looking for a "yes-man" or a financial accountability partner? Let’s talk about your strategy.

Connect with us by scheduling a complimentary call or meeting, emailing us, or connecting to our social media pages. We look forward to connecting soon.

03/10/2026

"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett

https://investedwithyou.com/event/spring-forward-into-retirement/

03/03/2026

Markets are turbulent. Geopolitical uncertainty is high. And if you're nearing retirement, it's natural to feel uneasy right now.

You don't have to navigate this alone.

We're hosting Spring Forward into Retirement — a complimentary lunch event designed to help you cut through the noise, ask your questions, and walk away with clarity and confidence about your financial future.

Friday, March 27th at 12:00 PM
33 Market Point Drive, Greenville, SC 29607
Lunch is on us

Whether you're 5 years out from retirement or already there, this is a space to get real answers in a relaxed setting.

Spots are limited, so reserve yours today.

  Spring has a funny way of revealing what we ignored all winter.​But this past weekend, the “sunshine” was replaced by the flash of global headlines. With the recent military […]

03/02/2026

A Sobering Reality

It is deeply sobering to see conflict arise in places you have personally visited. Having traveled through Dubai and the Middle East, and seen first hand some of the places being attacked, this weekend's news of the strikes hits close to home.

But in the face of geopolitical fear, we believe that "faith in the future is the only realism."

Proactive Oversight in Action

While the headlines are loud, I have spent this morning focused on our clients' plans. I have already completed a comprehensive review of the portfolios we steward.

I personally analyzed every portfolio against their specific Investor Policy Statements and agreed-upon risk numbers.

We are planners, not prognosticators—and right now, the plan is what matters most.

The Challenge: Do You Have Clarity?

If you are nearing retirement, you are likely asking yourself:
1. Is my retirement plan still on track?
2. Should I be making changes based on these headlines?
3. How do I protect what I’ve built without making an emotional decision?
4. What does this kind of uncertainty mean for my long-term legacy?

The Fintech Advantage

Does your financial advisor have the tools to monitor your portfolio against what you agreed to?

With our proprietary Intelligrations®, we can even monitor and proactively manage our clients' 401(k)s while they are still working.

Do you even have an Investor Policy Statement, or do you know exactly how much risk is currently in your portfolios across all of your assets?

An Invitation: Spring Forward Into Retirement

If your current advisor is silent while the markets are volatile, my wife and I invite you to a different experience. Join us for a complimentary lunch at noon on March 27th.

We will be discussing:
1️⃣ Geopolitical Events: How these shifts may impact your portfolio.
2️⃣ Fintech & AI: How we use innovation to improve investor behavior.
3️⃣ The "One Big Beautiful Bill": How recent legislation is affecting your taxes.
4️⃣ Portfolio Spring Cleaning: Organizing your "financial junk drawer" and optimizing for tax efficiency.

Our passion is to minimize your financial stress so you can maximize your life. Don’t let the headlines dictate your future.

RSVP Today: https://forms.gle/cB1qMdhh42LRTm6c7Learn

More Details: https://investedwithyou.com/spring-forward-into-retirement/

With the seasons changing, it’s the perfect time for a fresh look at your future. At Intelligent Investing...

03/02/2026

A Sobering Reality

It is deeply sobering to see conflict arise in places you have personally visited. Having traveled through Dubai and the Middle East, and seen first hand some of the places being attacked, this weekend's news of the strikes hits close to home.

But in the face of geopolitical fear, we believe that "faith in the future is the only realism."

Proactive Oversight in Action

While the headlines are loud, I have spent this morning focused on our clients' plans. I have already completed a comprehensive review of the portfolios we steward.

I personally analyzed every portfolio against their specific Investor Policy Statements and agreed-upon risk numbers.

We are planners, not prognosticators—and right now, the plan is what matters most.

The Challenge: Do You Have Clarity?

If you are nearing retirement, you are likely asking yourself:
1. Is my retirement plan still on track?
2. Should I be making changes based on these headlines?
3. How do I protect what I’ve built without making an emotional decision?
4. What does this kind of uncertainty mean for my long-term legacy?

The Fintech Advantage

Does your financial advisor have the tools to monitor your portfolio against what you agreed to?

With our proprietary Intelligrations®, we can even monitor and proactively manage our clients' 401(k)s while they are still working.

Do you even have an Investor Policy Statement, or do you know exactly how much risk is currently in your portfolios across all of your assets?

An Invitation: Spring Forward Into Retirement

If your current advisor is silent while the markets are volatile, my wife and I invite you to a different experience. Join us for a complimentary lunch at noon on March 27th.We will be discussing:
1️⃣ Geopolitical Events: How these shifts may impact your portfolio.
2️⃣ Fintech & AI: How we use innovation to improve investor behavior.
3️⃣ The "One Big Beautiful Bill": How recent legislation is affecting your taxes.
4️⃣ Portfolio Spring Cleaning: Organizing your "financial junk drawer" and optimizing for tax efficiency.Our passion is to minimize your financial stress so you can maximize your life. Don’t let the headlines dictate your future.

RSVP Today: https://forms.gle/cB1qMdhh42LRTm6c7Learn

More Details: https://investedwithyou.com/spring-forward-into-retirement/

With the seasons changing, it’s the perfect time for a fresh look at your future. At Intelligent Investing...