by Todd Moerman | Oct 11, 2013 | Doctor/ Dentist, Retired, Working
Q3 2013 Market Update in Video Format Markets had a very strong Q3 and they start Q4 with caution regarding the debt ceiling, government shutdown, and challenges with the Federal Reserve. If you are unsure of your financial strategy, I suggest you spend some... 
by Todd Moerman | Sep 30, 2013 | Doctor/ Dentist, Retired, Working
The Government May Shut Down Over the next few days, the federal government may shut down non-essential services because of lack of funding. The US Government is $16.7 trillion in debt When you add unfunded retirement benefits, Social Security and... by Todd Moerman | Aug 29, 2013 | Doctor/ Dentist, Retired, Working
Active vs. Passive Investing: Most Active Managers Fail To Beat Their Benchmark After Fees and Expenses. In 2012, a whopping 88% of hedge funds, 65% of large cap core mutual funds, 80% of large cap value MF and 67% of small cap MF underperformed their benchmarks for... 
by Todd Moerman | Aug 15, 2013 | Doctor/ Dentist, Retired, Working
Will you join us in a Revolution? Retirement in America is at a critical crossroad. Many people will be unprepared or under-prepared. Lack of savings and low returns will cause many to have to work longer, retire with less and depend on others (family and Government)... by Todd Moerman | Aug 6, 2013 | Doctor/ Dentist, Retired, Working
Press Release: Integrity Investment Advisors, LLC Announces Partnership with Dimensional Funds (DFA) Integrity Investment Advisors, LLC and Managing Partner Todd Moerman are pleased to have recently joined an exclusive group of wealth managers offering the mutual... by Todd Moerman | May 23, 2013 | Doctor/ Dentist, Retired, Working
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...
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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/