2024

Are Things Getting Better or Worse?

 Todd Moerman  

Mar27
3-27-24  Here is a market update for Q1 2024.  Markets have had great returns over the last 20 weeks (since October).  Are you getting your “fair share” of returns?  We can help you. We are built for the Millionaire Next Door. Let us know how we can help. If you want to review your current allocation with Todd, set up a 45 minute meeting at the link below. We are here to help! If you are paying 1% or more
2024

Market Recap & Path Forward 2024

 Todd Moerman  

Jan16
2023 was been a better than expected and 2022 was worse than expected! Are you getting your “fair share” of returns, net of fees & net of inflation?  Do you have enough invested in long-term equities? See the brief video below and find out! Sometimes the “safe” allocation is actually “risky” over 7, 10 or 20 years. In our planning software, we model for recessions. We plan for them. They are not fun and we all hate losing money over
2023

Markets Normally Go Up & Bear Markets Are Transitory

 Todd Moerman  

Jul16
2023 has been a better than expected start of the year for financial markets! Are you getting your “fair share” of returns, net of fees & net of inflation? Do you have enough invested in long-term equities? See the brief video below and find out! Sometimes the “safe” allocation is actually “risky” over 7, 10 or 20 years. In our planning software, we model for recessions. We plan for them. They are not fun and we all hate losing money
2022

Stocks are up 11% per year over the last 7 years (not a typo)!

 Todd Moerman  

Jun30
At our firm, we encourage clients to have a long-term investing approach. Volatility is normal and we want compounding over decades!  Please see the brief video below for important slides about our path forward. This is going to be a year of transition. The economy is hot, global stimulus and high inflation. Central banks are behind the curve but we will make progress. See the video and the data. Sometimes the “safe” allocation is actually “risky” over 7, 10 or
2022

The Answer to Volatility is Financial Planning

 Todd Moerman  

May06
Are you worried about markets, retirement and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 640% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our path forward. This is going to be a year of transition. The economy is hot, global stimulus and high inflation. Central banks are behind the curve but we will make progress. See the
2022

Tough Choices — What do we own & why?

 Todd Moerman  

Feb17
 Are you worried about markets and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 700% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our path forward. It feels like we are making progress but it is going to be a year of transition. Let me know how I can help. If you want to review your current allocation

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You have successfully subscribed. Thank you! Here are some free resources - Video - A note from your future self - https://youtu.be/HKMYTLyhOGU 5 Free Checklists That May Save You Thousands – Really! Countless people need help in these areas. Checklists include: end of year tax planning, funding a child's college education, caring for aging parents, items to consider before you retire, critical documents to keep on file. Please like & share with family & friends. You can download the PDFs for free. https://www.integrityia.com/5-free-checklists-that-may-save-you-thousands-really/

Todd Moerman - Integrity Investment Advisors

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