by Todd Moerman | Nov 25, 2015 | Wiser
Happy Thanksgiving to all. At this time of year, it is important to be grateful for our blessings (big or small). “Gratitude unlocks the fullness of life. It turns what we have into enough, and more. It turns denial into acceptance, chaos to order, confusion to... by Todd Moerman | Nov 10, 2015 | Doctor/ Dentist, Retired, Working
For most investors, this is the key question: Will I have enough to maintain my lifestyle for the rest of my lifetime or will I run out of money and need to be dependent on others? Are you saving enough? We suggest 20% of gross household income (this is before... 
by Todd Moerman | Oct 21, 2015 | Doctor/ Dentist, Retired, Working
Third Quarter 2015 Market Review. I hope everyone is enjoying the fall season. Here are some key takeaways from Q3. In October, markets have already re-gained much of their losses from Q3. Page 2 – Comments about recent volatility Page 5 – Most asset... 
by Todd Moerman | Oct 14, 2015 | Doctor/ Dentist, Retired, Working
When you invest in the stock market, average is Not Normal. The S&P 500 has been up each of the last 6 years and as of 10/13/15 is down -1% for 2015. We will see if we can get another positive year. Since 1926 (89 years): The S&P 500 is positive 78.6% of the... by Todd Moerman | Sep 27, 2015 | Doctor/ Dentist, Retired, Working
Should you sell stocks after a 10% correction? Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May...
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/