News & UPDates
What is your Game Plan?
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...
Let the good times roll!
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...
Wow! That happened fast!
Sometimes stocks overreact to the downside and sometimes they overreact to the upside. Losses can scare us and big gains can make us feel smart. 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...
Corrections Are Painful!
So are bear markets. Nobody likes them but they are part of long-term investing. We encourage clients that a primary goal should be to get our "fair share" of asset class returns over decades. Decades of compounding to stay ahead...
No PAIN, No Gain
It all depends on your time horizon, your goals, your process and your discipline. See our new video below. We have been cautious on the markets for a while. 2017 was much better than expected and 2018 much more difficult. See past blogs. ...
Focus on the Plan, Not the Portfolio
Given the recent market volatility, I wanted to remind everyone to Focus on your Plan, not the daily, weekly, monthly, quarterly or even yearly movements in your portfolio. Much of this movement is just noise and it does not change the long-term plan. If...
Are You Ready for the Next Recession?
We just had the 23rd pull back for stocks of -5% or more since 2009 (this is normal)! What does this mean for your portfolio and future returns? What actions should we consider now? Please check out the video slides below (click link below). You can pause the...
Should I put my Money in Tech, Crypto or Pot Stocks?
Recently, the US markets have been making new all-time highs. What does this mean for your portfolio and future returns? What actions should we consider now? Please check out the video slides below (click link below). You can pause the video to look at more...
Market Update Video
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 commentary about the economy, markets and industry trends - we created a slide video (click...
Join our Newsletter
Ac feugiat ante. Donec ultricies lobortis eros, nec auctor nisl semper ultricies. Aliquam sodales nulla dolor.
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/