Market Recap & Path Forward 2024

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 the short-term but to win the game, we need long-term compounding over decades. Stay Invested!  

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 just for asset management, we believe you are overpaying. If you want to work on your personal financial plan or want a 2nd opinion about your strategy & red flags, please schedule a meeting. Click this calendar link to schedule a meeting with Todd — We give free 2nd opinions about your portfolio and strategy

Additional blogs:

• Markets Normally Go Up & Bear Markets Are Transitory – 7/16/23
• Stocks are up 11% per year for the last 7 years!  6/30/22
• The Answer to Volatility is Financial Planning 5/6/2022
• Tough Choices — What do we own & why? 2/17/2022
• Are Things Getting Better or Worse? 10/15/2021
• Back to Normal but Now What? 5/7/21
• Why Planning & Why Now! 5/14/20
• Are You Prepared for Volatility 2/25/20
• Managing Risk with Eyes Wide Open  10/25/19

Thanks for reading/ watching.  This website is for educational purposes only and is not investment advice. Please Remember: Past performance may not be indicative of future results.  Moreover, no current or prospective investor should assume that future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in any general informational materials or educational sessions, will be profitable or equal any corresponding indicated historical performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s retirement portfolio.  Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. All investments have a risk of loss. Integrity IA is not a CPA or estate attorney.