2015
2014 Year End Review
Jan15
2014 Economy and Stock Markets Click here to sign up for our great blog content Despite a bumpy ride throughout 2014, the US economy gained pace while the US equity and fixed income markets outperformed most markets around the world. This performance came with higher market volatility in the US, a rallying dollar, slowing economies in Europe and Asia, and rising geopolitical tensions, including conflicts in Ukraine and the Middle East. The Dow Jones Industrial Average rose for the sixth
2014
Can You Maintain Your Lifestyle in Retirement?
Nov11
Many Americans are in serious financial trouble & don’t even know it. Do you worry about money on a regular basis? Do you think you will have to work longer than anticipated? Are you confident you know how much money you need to support your lifestyle in retirement? This video will help you understand how much money you may need in retirement. The key is to take action and set goals. We help our clients set customized goals for how
2014
Reacting to Volatility Can Hurt Performance
Oct22
It is normal to worry about your retirement and financial markets. The key is to have a plan to handle market volatility in advance. You don’t want to get emotional and and change your plan in the middle of a short-term crisis. Here are some key thoughts: Reacting to Volatility Can Hurt Performance Know that market volatility is normal. See my previous blog. Make sure that you are not taking too much risk in your portfolio. Do you have too
2014
Key Actions to Survive the Next Bear Market
Oct14
Are you ready for the next stock market correction? We have been 721+ days without a 10% correction in stocks. This is the 4th longest period since 1929. Pullbacks are a healthy part of markets dynamics. Every trade has a buyer (who thinks that markets are going higher) and a seller (who thinks markets are going lower). It is impossible to time the market. Here are some items to consider: Markets have seen increased volatility and we expect this
2014
Just Say No To Active Management
Sep24
I believe your lifestyle in retirement depends on it. Many investors don’t fully understand the power of compound interest and the devastating effect fees can have on your portfolio over time. I recently reviewed a portfolio for a potential client. The fees they pay their current Advisor are 50% higher than the fees for my firm. As their account grows, their fees will be 75% higher than my fees. When you put this into dollars and cents, it is estimated
2014
Evidence the Fund Management Industry Would Prefer You Not to See
Aug05
Wall Street needs your money! They want to keep your money in motion, they want you to trade, they want you to use their layers and layers of services. Wall Street wants you to have as many middlemen in the process as humanly possible. Each of these middlemen takes a cut or small percentage of your portfolio. Here is the bottom line: if you want to retire early or with significant money to maintain your lifestyle, you need to eliminate
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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/