Broker Check

Your Financial Planner-August

<strong>Your Financial Checklist</strong>

Your Financial Checklist

As summer begins to wind down, focus your financial goals with a mid-year check-in.

Here are a few ideas and tips to keep you on your financial track.

  • Contact your Intelligent Investment Management Financial Adviser to go over your plan and portfolio.
  • Review your credit report: The Big 3-Experian, TransUnion and Equifax-must provide everyone with one free credit report per year by law.
  • If you've had a recent  change of life event, then update and review all of your Beneficiary accounts: contact your Intelligent Investment Management Adviser to assist you with any revisions needed.
  • Go over your monthly statements from TD Ameritrade Institutional. If you have questions, please feel free to contact Intelligent Investment Management at (970) 403-1234.
  • The Small Business Administration extended until August 8, 2020, its deadline to apply for the Paycheck Protection Program (PPP).

August Happenings

Client Centered


The United States Congress passed the 19th Amendment to the Constitution granting women full and equal voting rights on this day in 1920. Every year on August 26, we commemorate this right with National Women’s Equality Day. Find out more about the history of this special day.

Women's Equality Day

National Dog Day 

Celebrated annually every August 26th, National Dog Day is a day for people to recognize the importance of dogs and how they impact their lives on a daily basis. It is also a day to recognize how hard service dogs work on our behalf and also to draw attention to the plight of abused and abandoned dogs. While dogs should be appreciated every day, show your four-legged best friend some extra love. Take them for a walk, play fetch, and give them a big hug and a treat to celebrate. If you don't have a dog, consider going to your local shelter to adopt a dog and give it a loving home!


Meet the dogs of Intelligent Investment Management!



Meet Sadie, a 13 year young dog that lives with Laura Vaughan (our Firm Administrator) and her husband Forrest. Sadie loves going for walks, eating and barking at the lawn mower.


<strong>HOLLAND</strong> (Big dog) and <strong>ROXIE</strong> (little dog)

HOLLAND (Big dog) and ROXIE (little dog)

  These two loving friends are part of the James Brost's (One of our Investment Advisors and Chief Compliance Officer) family along with wife Stephenie, daughter Kyla, and son Keagan.



She's a 2 year old, mixed breed active mutt that really loves her down time. Ruby is part of Helen Gregory's, (Marketing and Back Office Support), household.



This sweet pup is a fluffy, friendly Labradoodle that is the newest member of (Investment Advisor) Steve and Jeannie Wheeldon's family.