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Intelligent Money Minute

Markets and Investing

Insightful. Independent. Innovative.

Insightful. Independent. Innovative.

Location:

Greenville, SC

Description:

Insightful. Independent. Innovative.

Language:

English

Contact:

864-679-0500


Episodes

The Dangers of Commission-Free ETF Trading

1/14/2021
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on the dangers of commission-free ETF trading. Recently, custodians have been offering commission-free trading on ETFs, but many believe this can encourage misbehaving. Matt lays out the big picture in regards to the market and the opportunity. During this episode, […] The post The Dangers of Commission-Free ETF Trading appeared first on Intelligent Investing.

Duration:00:02:53

How To Invest In A World Of Negative Interest Rates

1/6/2021
On this episode of Intelligent Money Minute, we interview Larry Siegal, the director of the CFA Institute Research foundation on how to invest in a world of negative interest rates. Most environments feel unprecedented, but until 2019 there have never been negative interest rates. What does this mean? Essentially, it means locking in a guaranteed […] The post How To Invest In A World Of Negative Interest Rates appeared first on Intelligent Investing.

Duration:00:04:07

The Secret of Endowment Success

12/16/2020
Larry sheds light on the secrets of endowment success. First, he encourages investors to be long-term investors in behavior rather than claiming to be one. Another endowment principle to consider is avoiding performance chasing. Third, keep your investment costs low. Fourth, don’t do what everyone else is doing. Fifth, don’t fear boards and committees. Finally, […] The post The Secret of Endowment Success appeared first on Intelligent Investing.

Duration:00:04:54

Lessons Learned From The ETF Flash Crash

12/2/2020
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on lessons learned from the ETF flash crash. You’re right to realize that ETFs have different risks than mutual funds. Unlike mutual funds, ETFs trade like stocks so like all equities that day, ETFs traded down during the Flash Crash. […] The post Lessons Learned From The ETF Flash Crash appeared first on Intelligent Investing.

Duration:00:03:00

Fewer, Richer, Greener with Larry Siegel

11/18/2020
Larry credits the inception of his new work to a book written in 2004 by Ben Wattenberg called “Fewer” detailing the end of the population explosion. As a result of Wattenberg’s book, Larry put together a more extensive thought on what will occur when this massive population does indeed decrease. This concept inspired the theme […] The post Fewer, Richer, Greener with Larry Siegel appeared first on Intelligent Investing.

Duration:00:03:32

Reasons Mutual Funds May Make Sense in Your Portfolio

11/11/2020
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on whether mutual funds make sense in your portfolio. Despite being the Chairman of Inside ETFs, Matt Hougan still believes mutual funds have great value in portfolios. For example, mutual funds can be great investments in the retirement space. His […] The post Reasons Mutual Funds May Make Sense in Your Portfolio appeared first on Intelligent Investing.

Duration:00:02:46

The Creation and Redemption Process of ETFs

10/21/2020
On this episode of Intelligent Money Minute, we interview Matt Hougan, Chairman of Inside ETFs on what ETFs are and how the ETF creation and redemption process works. ETFs have a unique creation and redemption process that differs from mutual funds. An ETF publishes a list of all the securities it wants to own at […] The post The Creation and Redemption Process of ETFs appeared first on Intelligent Investing.

Duration:00:03:33

An Introduction to ETFs with Matt Hougan

10/14/2020
In this episode of Intelligent Money Minute, we interviewed Matt Hougan, Chairman of Inside ETFs on the definition of ETF and how they compare to mutual funds. An Exchange Traded Fund (ETF) is a type of security with a collection of securities like stocks and typically tracks an underlying index. Although there are similarities to […] The post An Introduction to ETFs with Matt Hougan appeared first on Intelligent Investing.

Duration:00:06:21

Remarriage Can Be a Tough Conversation

3/4/2020
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how remarriage can be a tough conversation. Kathleen gives advice on how to have the conversation of remarriage with your widowed clients. Speaking from personal example, she shares the process of becoming ready to remarry. She also sheds light on the types of conversations she […] The post Remarriage Can Be a Tough Conversation appeared first on Intelligent Investing.

Duration:00:03:37

Common Mistakes by Pre-Retirees

2/26/2020
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on common mistakes made by pre-retirees. Larry discusses several mistakes he has noticed made by pre-retirees. To begin, he states the well-known phrase, “Those who fail to plan, plan to fail.” Though a pre-retiree may have a well-thought-out investment plan, a plan must be made for […] The post Common Mistakes by Pre-Retirees appeared first on Intelligent Investing.

Duration:00:04:06

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

2/19/2020
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 […] The post How to Use a Donor-Advised Fund with a Financial Advisor appeared first on Intelligent Investing.

Duration:00:03:29

Why Widows Are Hot

2/6/2020
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 […] The post Why Widows Are Hot appeared first on Intelligent Investing.

Duration:00:02:42

How Diversification is Like Taking a U.S. Road Trip

1/22/2020
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on how diversification is like a U.S. road trip. Larry begins by stating that in a world of uncertainty, diversification is the only prudent strategy. No one can know the future; therefore, it is wise to diversify across various sources of risks and returns. Larry continues […] The post How Diversification is Like Taking a U.S. Road Trip appeared first on Intelligent Investing.

Duration:00:04:11

Three Key Elements To Being An Index Investor

1/15/2020
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on three key elements to be an index investor. During this episode, Rick continues his summary of his e-book, “The Education of an Index Investor.” He lists out three keys to becoming an index investor and explains how they fit together seamlessly. Similarly, at Intelligent Investing […] The post Three Key Elements To Being An Index Investor appeared first on Intelligent Investing.

Duration:00:04:32

What is a Donor-Advised Fund?

1/8/2020
On today’s Intelligent Money Minute, we’ll interview John Putnam on what is a donor-advised fund. John begins by giving us a simple definition. A donor-advised fund is a low-cost flexible account for charitable giving. Due to some of the similarities, you can think of a donor-advised fund as a “charitable checking account.” Rather than giving […] The post What is a Donor-Advised Fund? appeared first on Intelligent Investing.

Duration:00:03:15

How to Help a New Widow

1/1/2020
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how to help a new widow, and things not to say. Kathleen initially gives the advice to simply listen to a widow. Such a simple gesture may sound easy, but it is often more difficult than expected. Let her recall memories, remembering her husband, and […] The post How to Help a New Widow appeared first on Intelligent Investing.

Duration:00:03:33

Hope and Opportunities for the Retail Investor

12/25/2019
On today’s Intelligent Money Minute, we’ll interview Larry Swedroe on hope for the retail investor. Because retail investors tend to struggle to outperform, we want to ask Larry what opportunities are available for them. Larry believes there are great opportunities for retail investors. Academics have converted Alpha into data that allows retail investors to invest […] The post Hope and Opportunities for the Retail Investor appeared first on Intelligent Investing.

Duration:00:03:05

Practical Tips for Lump Sum Recipients

12/18/2019
On today’s Intelligent Money Minute, we’ll interview Rick Ferri on practical tips for lump sum recipients. During this episode, Rick divides lump sums into two different types and explains practical ways to handle both situations. He spends time on the emotional considerations that come with lump sums because there can be regret. Intelligent Investing believes […] The post Practical Tips for Lump Sum Recipients appeared first on Intelligent Investing.

Duration:00:04:53

How to Integrate Charitable Giving

12/11/2019
On today’s Intelligent Money Minute, we’ll interview John Putnam on how to integrate charitable giving. John discusses ideas on how to encourage charitable giving within your family. First, John states that communication is key for families deciding on how to give. He encourages families to talk about their passions and concerns. Specifically, he encourages family […] The post How to Integrate Charitable Giving appeared first on Intelligent Investing.

Duration:00:03:11

Widowhood is Like a Butterfly

11/20/2019
On today’s Intelligent Money Minute, we’ll interview Kathleen Rehl on how widowhood is like a butterfly. Kathleen discusses the butterfly’s transformation in her book. She speaks of how we all know the basics of a caterpillar becoming a butterfly. However, part of the transformation process is quite different than we would expect. Within a cocoon, […] The post Widowhood is Like a Butterfly appeared first on Intelligent Investing.

Duration:00:02:59