Who We Serve
Integras Partners with you, wherever you are in your journey
As your fiduciary advisor, we will always act in your best interest.
Career Builders
Integras Partners with Career Builders to determine where and how much to save. We will help you maximize employer benefits, make 401(k) elections, and share strategies to improve personal finances. It can be exciting to see your money grow to enable a wider range of life choices as you become an Established Professional.
Established Professionals
Established Professionals face greater challenges that come with success. Besides professional demands and evolving family dynamics, greater wealth adds more complexity to investment decisions and tax strategies.
Retirement minded
Flipping from accumulating assets to spending retirement savings can be scary. Integras Partners with people who are planning for, or in retirement. First, we help you confidently make this life-changing decision, and then to maintain the peace of mind that allows you to go out and enjoy retirement.
Focus on What You Can Control
2025 is a tumultuous year for financial markets, which understandably is rattling even the most experienced investors. While we can’t control investment returns or government policy, focusing on things that you can control may alleviate some of the anxiety. 1. Don’t...
How Integras Partners is Navigating Today’s Markets
The financial markets have been rattled by tariffs. As investors, we reserve judgement on policy and seek to interpret economic impacts on companies we might invest in. We have to assume that tariffs, in some form, will go into effect. A pickup in inflation and lower...
April 2025 Market Commentary: Fear and Loathing on Wall Street
While the beginning of the year was promising, US equities ended the first quarter near correction territory (defined as a decline of 10%). Market corrections are an inevitable part of investing and not uncommon, typically occurring about every 18 months. Given how...
Want to Own Stocks? Indexing is Not All That
Media personalities often recommend investing in the S&P 500 Index®. Since the indexes are really a list of stocks, you can only invest in mutual funds or Exchange-Traded Funds (ETFs) like SPY and VOO that own the list of stocks. Index funds are often chosen for their low fees.
No matter where you stand on your financial journey, we’re here to help.
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