2020
Are You Prepared for Volatility
Feb25
As markets sell-off because of fear of the Coronavirus & potential Global slowdown, what should you do with your portfolio? Are you prepared for volatility? We recommend that you should always manage and be aware of the downside risk in your portfolio. It is important to plan in advance for recessions. Pullbacks of 10% to 20%+ are normal in any given year. Please see the video below. You can pause the video to look at the details. In the video,
2020
Will Paying for College Ruin Your Retirement?
Feb12
Covid-19 has exposed the College Crisis. Years of price increases, lack of ROI and many students stuck in low paying jobs even with a college degree! If you have kids, you have probably wondered “How are we going to pay for college?” The costs and consequences have never been higher. Tuition is up over 300% in the last 30 years. The labor market is more demanding than ever. A college graduate with an in-demand major will earn 83% more than
2019
5 Free Checklists That May Save You Thousands – Really!
Nov22
Please like or share. An old friend and mentor of mine taught me a valuable lesson; “It is important for people to self-select.” What he meant is, it is very hard to help people who don’t help themselves by taking action (thanks SZ!). People who are very successful in life, tend to implement action items that lead to success. These action items are routines, habits, automated processes, and checklists toward your goals. Many of these actions are straightforward, but they
2019
Managing Risk with Eyes Wide Open
Oct25
With markets near all-time-highs, it is important to think about how we manage risk, our expectations about future returns and how we plan in advance for recessions. Please see the below video. You can pause the video to look at the details. In the video, you will see why future returns for both stocks & bonds may be lower than historical returns. If you need help, please reach out and schedule a meeting. We encourage you to have a PLAN
2019
What is your Game Plan?
Sep13
As we move into September and the start of football season, it is important to focus on your investing Game Plan. Please see the below video that addresses some recent questions from Clients – if you have questions about the next recession, expected losses, current valuations for stocks & bonds and should we invest in international stocks – watch the video below. If you need help, please schedule a meeting. We encourage you to have a PLAN to quantify your dreams,
2019
Let the good times roll!
Jul24
Happy Summer! With markets at all-time highs, it is important to recalibrate, check our emotions and evaluate our overall risk levels. The key is to have a long-term plan. Focus on your goals, your lifestyle in retirement and how much risk do you need to take to hit your goals. Excessive risk-taking can lead to disaster. Keep in mind, we are 10 years into a bull market and in a typical 60% stock portfolio, 85% of the downside risk is
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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/