IFP Insights

A recent survey from Bank of America has found that at 71%, the highest number of investors since 2008 expect further deterioration to occur before the global economy improves.

The answer to "How much?" varies from individual to individual. An overview of how to calculate the size of your retirement.

Understanding your appetite for risk—and how it can change over time—is important because it affects key investment decisions, such as whether to be more aggressive or conservative in your portfolio. In addition, an annual risk assessment can help you mitigate risk and ensure a happy and stress-free life in retirement.

Facing shifting consumer attitudes, increased geopolitical volatility, and mounting calls for environmentally-friendly solutions, the application of environmental, social, and governance (ESG) standards for socially conscious investing has become more popular than ever.

Religious beliefs have historically guided charitable giving. But they can also guide investment choices.

Russia’s invasion of Ukraine has weighed heavily on Wall Street, including broad declines that saw the S&P 500 close in correction territory, which is defined as more than 10% below its most recent high.

Integrity Financial Planning to provide Morningstar Direct Index Tracking Portfolios at no additional cost

Personal Indexing is a form of indexing that allows us to “unwrap” the fund structure of an ETF and invest directly in the underlying stocks. This “unwrapping” allows for a broad range of customization choices to be implemented for clients while retaining fidelity to the spirit of indexing.

Personality type assessments, such as Enneagram, have gained popularity in recent years - but did you know they could clue you into how you invest your money?

Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.