2013
Will you join us in a Revolution?
Aug15
Will you join us in a Revolution? Retirement in America is at a critical crossroad. Many people will be unprepared or under-prepared. Lack of savings and low returns will cause many to have to work longer, retire with less and depend on others (family and Government) for help. Here are some key facts: The typical boomer is $500,000 behind on their retirement savings. Projections are that you will need at least $350,000 per person, to cover 90% of your retirement
2013
Press Release – Integrity Investment Advisors Offers Dimensional Funds (DFA) – DFA Approved Advisors – Todd Moerman – low cost DFA
Aug06
Press Release: Integrity Investment Advisors, LLC Announces Partnership with Dimensional Funds (DFA) Integrity Investment Advisors, LLC and Managing Partner Todd Moerman are pleased to have recently joined an exclusive group of wealth managers offering the mutual funds of Dimensional Fund Advisors (DFA) to its clients. Founded in 1981, Dimensional is one of the most respected names in the mutual fund industry managing over $250B, but is also largely unknown among many investors. One reason for this is that Dimensional does not advertise. In
2013
Do Your Quarterly Statements Cause You Brain Damage? You Decide if This is Easier…..
Jul18
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 scale back bond purchases (quantitative easing). Gold, in particular, was hard hit and fell 23%. What are the implications for the long-term investor? Watch our brief Q2 video. Please see the Q2 2013 Market Review. It’s in a
2013
7.5 Dangers That Can Destroy Your Net Worth! Will You Be Able To Retire On Your Terms?
Jun24
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. Using a simple formula, find out if you are above or below your personal projection for net worth. Click here Projected Net Worth Index to find out how to calculate your projected net worth index.
2013
The Most Successful Investor of the 20th Century-Warren Buffet
May23
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 ugly head time and time again. The great news is, it doesn’t have to be that way. In the short book, entitled Playing the Winners Game – Think, Act and Invest Like Warren Buffet , Larry
2013
How Far Behind is Your Retirement?
May16
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 delay; the truth is that the longer you delay, the worse the outcome. Most people need a plan, a solid strategy and a coach to keep them on track. Here are some key items to
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/