Integras Insights
Insightful, Curated Articles to Help You Make Sound Financial Decisions
Sunnier Skies Ahead
Barring a major unforeseen event, we expect stocks to rally later this year as the corporate earnings and consumer strength picture becomes clearer, and markets “look through” to next year. We discuss some of our reasoning here. Which parts of the market are best...
Financial Markets Are in No Man’s Land
Financial markets have no clear direction, trapped in No-Man’s Land until at least the next Federal Reserve meeting on May 3rd. Depending on the economic data points of the day, stocks are gyrating up and down within a narrow band without clear direction or...
How a No Landing Scenario Might Impact Your Portfolio
One economic conversation last year centered on whether Federal Reserve rate increases would cause a hard or soft landing, with a hard landing increasing unemployment, and a soft landing perhaps avoiding a recession altogether. Lately, a third scenario is receiving...
When Will Markets Find Direction?
From an investment perspective, we at Integras Partners are glad to see 2022 in the rearview mirror. With multiple crosscurrents impacting investors’ ability to discern earnings and growth prospects, markets suffered a meaningful decline without settling on whether...
Timing is Everything
Until the looming recession question is answered, volatility will remain elevated, and no clear market direction will be established. Recession depends on two key components - inflation and employment. If inflation falls enough for the Fed to stop raising rates BEFORE...
Are market fears putting your lifestyle at risk?
Inflation concerns and policy responses, including interest rate hikes, led to a painful year for markets. For much of the year, investors struggled with whether to believe that the Fed would follow through with aggressive hikes, causing relief rallies that did not...
5 Strategies Built to Match Your TimeLine
Why Integras? Broad asset allocation based on “risk scores” assumes more risk than aligning investments to fund specific goals. So, we take little risk with money you...
Financial Planning Updates for 2023
The 2023 planning year has begun and the new year brings some changes that you should be aware of. In addition to monitoring the markets and economic conditions to help inform portfolio decisions, we are always monitoring changes in rules that could affect your...
Integras Partners – Structured Note Redeemed
Integras Partners has been custom-designing Structured Notes since early in the market declines of 2020. On November 25th, our largest note was recently redeemed, returning 100% of invested capital along with a 10.25% annual yield for eighteen months. Comparatively,...
Are Taxes Keeping You From Selling Investment Real Estate?
Typically, selling an investment property like a rental home or an office building will trigger taxes on the amount of gain. This may stop people unaware there is a way to defer these taxes. The IRS allows a property seller who reinvests all the proceeds into one or...
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