Main Menu

CONSIDER EVERYTHING

Insights & Chartbooks

Perspectives help cultivate ways of thinking about and understanding things and sightlines help develop clarity about what lies ahead.

These helpful primers, books and blogs can help you think about situations and problems in more wise and reasonable ways. They can help you develop longer-term perspectives and sightlines to withstand the shifting winds of short-term thinking. They can help you bypass  camouflaging distractions and help you stay focused on the key issues that matter most to the long-term success of your plan.

IT’S JUST PART OF WHAT WE DO.

Fiduciary Wealth Management
Scottsdale | Phoenix

Wealth management
designed to maximize your life.

Focus on what’s important.

We help you develop and maintain perspectives and sightlines to your plan.

Insights & Chartbooks

Perspectives help cultivate ways of thinking about and understanding things and sightlines help develop clarity about what lies ahead.

These helpful primers, books and blogs can help you think about situations and problems in more wise and reasonable ways. They can help you develop longer-term perspectives and sightlines to withstand the shifting winds of short-term thinking. They can help you bypass  camouflaging distractions and help you stay focused on the key issues that matter most to the long-term success of your plan.

Investment Behavioral Mistakes

Much has been written about investment behavioral mistakes and whether financial advisors can help clients generate market-beating investment outperformance. Amid all of the activity that investors and their advisors pursue in hopeful expectations of outperforming the market, it’s easy to overlook the risk that those activities might create below-market returns. Underperformance can easily come from

Continue Reading

The Value of Long Term Investing

When building wealth for the long term, your goal should be long term investing ‒ time in the market versus timing the market. This view represents the difference between being a long-term owner and a short-term renter (of stocks). If you can only take one investing axiom to heart, this might be the one. Moving

Continue Reading

Asset Location Strategy

Better Asset Location Strategy Helps Lower Your Tax Exposures Asset location strategy helps punctuate the old adage, “It’s not what you earn, but what you keep.” Part of investing more successfully is structuring your investments to help minimize your overall tax exposures. That’s no easy feat, given exposures to federal and state income taxes, the

Continue Reading

Investing Lessons from the Pension World

Investing lessons from the pension world help us to focus on the critical importance of matching our long-term retirement liabilities with proper long-term investment assets. Investing Lessons from the Pension World Help Us Generate Better Retirement Expense Estimates Asset/liability matching originated in the pension world.  Pension managers are responsible for meeting specific objectives, namely, paying

Continue Reading

The Shocking Truth About Index Investing

You May Not Believe It Until You Read It, But It’s True. The shocking truth about index investing is that reality can be very different from theory. Index investing funds are wildly popular with Americans: As of year-end 2021, “passive” equity and fixed income index funds managed total net assets of $5.7 trillion, according to

Continue Reading

The Psychology of Money

The the key takeaway from the first chapter of Morgan Housel’s remarkable book, The Psychology of Money – “Every decision people make with money is justified by taking the information they have at the moment and plugging it into their unique mental model of how the world works.” This book is one of the best

Continue Reading

Dividend Reinvestment is a Compounding Accelerator

We believe dividend reinvestment is a compounding accelerator and that dividend growth stocks should play a key part in a retirement income strategy. Why is dividend reinvestment a compounding accelerator? By reinvesting your dividends, you can accelerate the power of long-term compounding in your investment and retirement accounts. By methodically plowing dividend income back into

Continue Reading

Investing in High-Quality Companies

At Intelligent Capitalworks, we believe that the key to long-term investment success is being a discriminating buyer and a patient owner of great businesses ‒ in other words, investing in high-quality companies at a fair price and owning them a long time. We didn’t invent this bit of wisdom ‒ it’s been applied by many

Continue Reading

Dividend Growth Stocks: Boosting Income for Retirement

Portfolios of high quality dividend growth stocks have fulfilled the need for a steady, sustainable and rising stream of income capable of keeping pace with inflation for decades. This is especially appealing of course for those who are building a portfolio of investments to sustain them for decades in retirement. The income from dividend growth

Continue Reading

Written Plans Help Clear Up Fuzzy Thinking

The boxer Mike Tyson famously said that every fighter has a plan until he gets punched in the face. Tyson was referring to his opponents in the ring, but he might as well have been talking about investors. Too many investors ditch their carefully-laid plans when they get slammed by the market. Impulsively acting out

Continue Reading

Q4 2024 Market Update Webinar

Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be behind on cutting rates, and some disappointing tech earnings. Ironically, despite the market volatility last week, major indices were mostly unchanged from Monday to Friday. While they are down from their recent all-time highs,

Continue Reading

Corporate Earnings and the Market Rebound

Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be behind on cutting rates, and some disappointing tech earnings. Ironically, despite the market volatility last week, major indices were mostly unchanged from Monday to Friday. While they are down from their recent all-time highs,

Continue Reading

Carry Trades and Market Fragility

Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be behind on cutting rates, and some disappointing tech earnings. Ironically, despite the market volatility last week, major indices were mostly unchanged from Monday to Friday. While they are down from their recent all-time highs,

Continue Reading