News & UPDates
Do Your Quarterly Statements Cause You Brain Damage? You Decide if This is Easier…..
Q2 2013 Market Update in Video Format Markets were rocky as we ended Q2. Investors reassess the implications of monetary policy in the US. Is this something to worry about? The markets were spooked on 5/22 when Fed Chairman Ben Bernanke stated that he may start to...
7.5 Dangers That Can Destroy Your Net Worth! Will You Be Able To Retire On Your Terms?
A good starting point for investors to gage net worth (NW) is to find out how he or she is doing compared to other investors. At my firm, we like to benchmark. We compare clients and potential clients to other millionaires to provide data driven feedback....
The Most Successful Investor of the 20th Century-Warren Buffet
What if you were to find out that your current investment strategy will either … Require you to work longer or Cause you to retire with less money than you deserve? When conducting second opinions with potential clients, this unfortunate reality rears its...
How Far Behind is Your Retirement?
We are on the verge of a retirement crisis. According to a recent survey by TD Ameritrade, the average Boomer is $500k behind on the retirement savings they will need to comfortably retire. How far behind are YOU? Retirement planning may seem like something you can...
Owning Your Company Stock: Dangerous Risk or Downright Brilliant?
We understand why many people invest so much into company stock... it's your "team", your company. In the words of Winston Churchill, sometimes it's the root of your "blood, sweat, and tears". You invest the bulk of your valuable time and energy into your...
3 Minutes to a better day!
Before watching this 3-minute inspirational video, let me tell you about the person who shared it with me. Tom is a friend, a mentor, an inspiration, and a legend. There is a thought among scholars that all humans are connected by 6 degrees of separation... 6 people...
Are you getting your fair share?
The first quarter of 2013 was the best Q1 in 15 years! Small Cap up over 12%, Large Cap Value up over 12% S&P 500 up over 10% What great numbers even after a very solid 2012. It is amazing how time tends to smooth out the returns of a portfolio. The financial...
1% to 2% difference in total return may determine when you retire!
The power of 1%! 1% may sound like "no big deal" but in the world of investing, it is mammoth! Many people today are looking for the magic formula to help them retire or retire early. Unfortunately, there are no "get rich quick" fixes for retirement. Strong...
Why You Need Compounding Working for YOU!
“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”- Albert Einstein If you are in business, a mid to high level manager or a high-end Account Manager, you need to take investing very seriously. ...
Join our Newsletter
Ac feugiat ante. Donec ultricies lobortis eros, nec auctor nisl semper ultricies. Aliquam sodales nulla dolor.
Subscribe To Our Blog! We helpClients retire without getting killed in taxes!
Free tools & Checklists! Your Retirement will thank you!
Free & valuable information to help you maintain your lifestyle in retirement. We cover Vanguard indexing, DFA and factor investing (value, small cap, high profit, momentum). Free tools & market insights.
See why you may need a low-cost, fee only Advisor who is a fiduciary for you 100% of the time.
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/