COVID-19 & Your Portfolio

COVID-19 & Your Portfolio

As markets sell-off because of fear of COVID-19 & potential Global slowdown, what should you do with your portfolio? Are you prepared for volatility? We recommend that you should always manage and be aware of the downside risk in your portfolio (most investors...
Are You Prepared for Volatility

Are You Prepared for Volatility

As markets sell-off because of fear of the Coronavirus & potential Global slowdown, what should you do with your portfolio? Are you prepared for volatility? We recommend that you should always manage and be aware of the downside risk in your portfolio. It is...
Will Paying for College Ruin Your Retirement?

Will Paying for College Ruin Your Retirement?

Covid-19 has exposed the College Crisis. Years of price increases, lack of ROI and many students stuck in low paying jobs even with a college degree! If you have kids, you have probably wondered “How are we going to pay for college?” The costs and consequences have...
Managing Risk with Eyes Wide Open

Managing Risk with Eyes Wide Open

With markets near all-time-highs, it is important to think about how we manage risk, our expectations about future returns and how we plan in advance for recessions. Please see the below video. You can pause the video to look at the details. In the video, you will see...
What is your Game Plan?

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...

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Todd Moerman - Integrity Investment Advisors

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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/

Todd Moerman - Integrity Investment Advisors

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