Integras Insights
Insightful, Curated Articles to Help You Make Sound Financial Decisions
Peace of Mind Starts Now: Estate Planning For Your Family
Many people put off estate planning because it feels uncomfortable or overwhelming. But avoiding the conversation doesn’t make the need go away; it simply makes things harder for the people you care about most. A little preparation today can significantly ease the...
Where Is Your Money Going? How to Organize and Build Wealth
Learn how consolidating accounts, organizing your finances, and tracking your goals can help you build wealth, reduce stress, and gain control of your financial future.
The Music for Buying Stock Keeps Playing
Stock prices and corporate earning expectations have disconnected. Now, no price is too high to pay for access to this new AI playing field.
Year to Date Market Recap and Analysis
In April, the market had a near-death tariff experience, immediately followed by one of the fastest recoveries ever. You may have expected that the 3rd quarter would be fairly benign and allow everyone some time to breathe.
Tax Deferred Exchanges with UPREIT Programs
If you sell an investment property like a rental home or other piece of commercial real estate, you will owe taxes on the gain. Between capital gains tax and depreciation recapture, a taxpayer could pay more than 1/3 of their gain in taxes. Many investors turn to DST...
Young Professionals: Establish Healthy Investing Habits
Meet Megan. She’s in her early 30s, single, and fairly stable in her career, although she may change employers. Like most younger professionals we work with, Megan was unsure how to get started. She had a couple of previous company retirement accounts and a Roth IRA...
Factoring Inflation into your Retirement Plan
Inflation can’t be controlled, but evaluating it within your retirement plan can help identify ways to mitigate it. Here are a few ways inflation can be considered.
Tax Smart Investing for Your Kids
Clients often ask us how to begin investing for their kids or grandkids. As always, starting early pays the greatest benefits. Here are two ideas to consider: 529 Plans allow you to invest cash for school expenses. The 529 account grows tax free, and money taken out...
The Dilemma Facing Investors Today
The Fed remains reluctant to lower short-term interest rates, as the inflation outlook heads back up towards 3%. Slowing economic growth and sustained employment weakness would prompt rate cuts. The technical chart below reflects that the bond market is expecting...
Quarterly Market Outlook: Future Earnings are What Matter when Valuing Stocks
There is an old Wall Street saying that ‘the market goes down in an elevator and rises on an escalator’. The market did indeed fall like an elevator in March but then took the elevator right back up. As tariff postponements soothed markets, stocks staged a major...
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