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New Medicare Rule May Impact You (and Your Wallet)
If you or your parents are over 65, still working, and relying on employer health insurance, a new Medicare rule could significantly impact your prescription drug coverage and costs. Currently, seniors can avoid late penalties for Medicare Part D (prescription drug...
Lessons from Aesop’s Fables
Aesop’s fable “The Boy Who Cried Wolf” teaches a simple lesson: do not lie or else no one will believe you when you are telling the truth. It’s an easy enough story to apply if you are the boy, but what if you are one of the villagers? At what point do you stop taking...
Video Replay and Let’s Make a Difference Together!
In Case You Missed It! For those of you that attended our June 25 webinar - What Lies Ahead? Exclusive Summer Market Insights - we appreciate your participation and hope you found the presentation informative. If you were not able to attend, no problem! Click...
Is Growth Stock Domination Coming to an End?
For the past 15 years, growth stocks have outperformed value stocks, but will it last? Check out this article featuring thoughts from our very own Christian Bryant! Investment News June 13, 2024
Secrets Revealed: Protect Yourself from Financial Fraud
June is National Safety Month... a perfect time to safeguard your finances from hackers. Cybercriminals are constantly devising new methods to exploit vulnerabilities and steal your hard-earned money. Vigilance and a healthy dose of skepticism are your best defenses...
The Longest Inverted Yield Curve Since 1956: What You Need to Know
The Longest Inverted Yield Curve Since 1956: What You Need to Know! You might have heard about the inverted yield curve in the news lately. This is a big deal because it's the longest inversion we've seen since 1956. Let's break down what it is and why it matters....
Markets Are Quiet… Almost Too Quiet
Does saying the word “quiet” or the phrase “things are quiet” make things busier at a hospital? A. Yes, absolutely. B. No, it is just a superstition like saying “MacBeth” in a theater. Read all the way to the end to get the answer! Call it a lull in the storm or all...
Download our latest white paper for insights to solve your 401(k) dilemma!
Check out our latest white paper: The 401(k) Dilemma! You've probably logged into your company's 401(k) portal at one point or another to adjust your contributions. Maybe you've noticed the lesser-known Roth 401(k) option alongside the traditional one. The questions...
Good news is… good news?
One of the strange phenomena of financial markets that most of the population who don’t follow economic data every day may find perplexing is the tendency for the market to, at times, sell off in response to good economic data and rally in response to bad economic...
Your Input Matters: Shaping Your Financial Future
In our ongoing effort to effectively support your needs, we periodically send out surveys. Last July, we sent you a survey with the goal of helping our team members get to know you better. Now, we're reaching out with a new survey to ensure we're consistently...
Are your kids ready for… the talk?
Money. Religion. Politics. Where to go for dinner. As humans, we tend to shy away from uncomfortable conversations. Inheritance planning may feel like one of those off-limits topics of discussion, but it shouldn’t be. According to a Wells Fargo Wealth & Investment...
Labor, Bon Jovi, and the Markets
First, it was Dolly Parton “Workin’ 9 to 5.” Then, it was Tommy and Gina, who were working on the docks and at the diner all day, respectively. Whether we are talking about musical icons like Dolly Parton and Bon Jovi or the markets, it is all about labor. And this...
That hefty IRA balance may require some tax planning…
When it comes to your retirement nest egg, we have some good news and some bad news. Which would you like to hear first? Good News? The market’s performance last year created record-breaking year-end balances in many individual retirement accounts, or IRAs. As of...
Markets Refuse to Fade Away
As the Rolling Stones once put it, "a storm is threatening… if I don't get some shelter... I’m gonna fade away." That pretty much sums up the pivotal event from last week. But markets, to their credit, refused to fade away. US CPI came in higher-than-expected thanks...
Cognitive Decline: Protecting Your Loved Ones
It starts with simple memory loss, which we dismiss as “senior moments.” Then, it evolves into difficulty with familiar tasks, forgetting words, confusion and disorientation. Cognitive decline is ruthlessly pervasive in America today. According to the Alzheimer’s...
A Shift in Economic Thinking
There's something happening here, but what it is ain't exactly clear. The late, great Buffalo Springfield could have been describing the markets because action last week was indeed very curious. Overall, the week was dominated by commentary from the Federal Reserve...
Meet Our Newest Team Member!
Meet our newest team member! We are excited to introduce you to Hunter Rich, Associate Wealth Planner. Hunter joined our practice in September 2023 and has been busy learning the ropes ever since. Hunter will join Laura, Christian, and me working collaboratively as...
5 Storylines of 2023
In the late 19th and early 20th centuries, it was common for apartments in New York City to be built with the bedrooms on top of each other. If you were the downstairs neighbor, you had the daily experience of hearing your upstairs neighbor’s shoe hit the floor,...
What year featured an identical calendar year to 2024? A. 1924 B. 1948 C. 1996 Continue reading to the end to find out the answer! 2024, like any New Year’s Day after a great New Year’s Eve Party, is off to a rather sobering start. The last two weeks of 2023 saw...
Empower Future Generations with Financial Wisdom… Download Our Exclusive Whitepaper Today!
Get the conversation started and foster financial education in your family with our latest resource: "Nurturing Financially Savvy Generations: A Guide for Teaching Children and Grandchildren Financial Literacy from Preschool to High School.” Use this comprehensive...
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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