by Todd Moerman | Jul 16, 2023 | Market Updates
2023 has been a better than expected start of the year for financial markets! 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!... 
by Todd Moerman | Jun 30, 2022 | Manage Risk
At our firm, we encourage clients to have a long-term investing approach. Volatility is normal and we want compounding over decades! Please see the brief video below for important slides about our path forward. This is going to be a year of transition. The economy is... 
by Todd Moerman | May 6, 2022 | Uncategorized
Are you worried about markets, retirement and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 640% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our... 
by Todd Moerman | Feb 17, 2022 | Manage Risk
Are you worried about markets and your portfolio? If so, I encourage you to have a long-term strategy and watch the video below. Stocks are up 700% from the 2009 lows and volitality is normal. Please see the brief video below for important slides about our path... 
by Todd Moerman | Oct 15, 2021 | Uncategorized
It is hard to believe that it has been 18+ months since the beginning of the Covid crisis. Each week we read dozens of blogs, articles, whitepapers, and presentations as part of our investment process. Below are some of the most important slides, charts, and...
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/