News & UPDates
Keep Calm or Freak Out?
Should You Keep Calm or Freak Out? Monday (8/24/15) was a historic day. The Dow 30 stocks were down at the open about 1,000 points and closed down about -4% for the day. The markets were also down about -5.7% the week prior. What a rollercoaster...
Q2 2015 Market Review
Second Quarter, 2015 Market Review and Outlook. I hope everyone is enjoying summer. Here are some key takeaways from Q2. Please review the entire 38 page PDF (link below). Make sure to look a the updated 7 keys to success in 2015 on page 2. Q2 was choppy with slight...
Should you worry about volatility and rising rates?
Should you worry about market volatility and rising interest rates? The simple answer is No. We should prepare in advance for volatility and have a long-term plan in place to help you hit your retirement goals. When you have a solid process for investing and have...
Seven Roles of an Advisor
What are the seven roles of your Advisor? What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of...
Q1 Market Review
First Quarter, 2015 Market Review and Outlook. It is hard to believe that we are already done with the first quarter of 2015. Here are some key takeaways from Q1. Please review the entire 25 page PDF (link below). Make sure to look a the 7 keys to success in 2015 on...
2014 Year End Review
2014 Economy and Stock Markets Click here to sign up for our great blog content Despite a bumpy ride throughout 2014, the US economy gained pace while the US equity and fixed income markets outperformed most markets around the world. This performance came with higher...
Can You Maintain Your Lifestyle in Retirement?
Many Americans are in serious financial trouble & don't even know it. Do you worry about money on a regular basis? Do you think you will have to work longer than anticipated? Are you confident you know how much money you need to support your lifestyle in...
Reacting to Volatility Can Hurt Performance
It is normal to worry about your retirement and financial markets. The key is to have a plan to handle market volatility in advance. You don't want to get emotional and and change your plan in the middle of a short-term crisis. Here are some key thoughts: Reacting...
Key Actions to Survive the Next Bear Market
Are you ready for the next stock market correction? We have been 721+ days without a 10% correction in stocks. This is the 4th longest period since 1929. Pullbacks are a healthy part of markets dynamics. Every trade has a buyer (who thinks that markets are going...
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/