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The Most Successful Investor of the 20th Century-Warren Buffet
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...
How Far Behind is Your Retirement?
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...
Owning Your Company Stock: Dangerous Risk or Downright Brilliant?
We understand why many people invest so much into company stock... it's your "team", your company. In the words of Winston Churchill, sometimes it's the root of your "blood, sweat, and tears". You invest the bulk of your valuable time and energy into your...
3 Minutes to a better day!
Before watching this 3-minute inspirational video, let me tell you about the person who shared it with me. Tom is a friend, a mentor, an inspiration, and a legend. There is a thought among scholars that all humans are connected by 6 degrees of separation... 6 people...
Are you getting your fair share?
The first quarter of 2013 was the best Q1 in 15 years! Small Cap up over 12%, Large Cap Value up over 12% S&P 500 up over 10% What great numbers even after a very solid 2012. It is amazing how time tends to smooth out the returns of a portfolio. The financial...
1% to 2% difference in total return may determine when you retire!
The power of 1%! 1% may sound like "no big deal" but in the world of investing, it is mammoth! Many people today are looking for the magic formula to help them retire or retire early. Unfortunately, there are no "get rich quick" fixes for retirement. Strong...
Why You Need Compounding Working for YOU!
“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.”- Albert Einstein If you are in business, a mid to high level manager or a high-end Account Manager, you need to take investing very seriously. ...
Should you convert your 401k to a Roth 401k?
Are you thinking about converting your 401k to a Roth 401k? A new provision in the tax code makes it easier to convert a regular pre-tax 401k to a Roth 401k. But before you rush to do this, there are several things you should consider first. a) Look at the basics. ...
Surprise! The S&P 500 hit an all time high in 2012.
The S&P 500 recovered in 4 1/2 years from the 2008/ 2009 recession. It took nearly 4½ years, but the cumulative wealth of an S&P 500 strategy with dividends reinvested finally reached an all-time record (measured on a month-end basis) in March 2012, and...
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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/