How Discretionary Investment Management Reduces Your Tax Bill
By Jeffrey Barnett, Founder and Managing Principal, Fintegrity® LLC The True Measure of Investment Success For families with substantial taxable portfolios, […]
Managing Sequence of Returns Risk in the Early Retirement Years
Protecting Your Portfolio When It Matters Most The first decade of retirement is the most critical period for your financial
Social Security Claiming Strategies for High-Net-Worth American Families
For affluent American families with $2 million to $25 million in investable assets, Social Security often appears modest relative to
The Hidden Risks of Retirement Communities with Entrance Fees
Retirement communities, especially Continuing Care Retirement Communities (C.C.R.C.s), promise lifelong care and stability for seniors — but what happens when
The Path to Financial Success: Investing Early and Staying Committed
By Jeffrey Barnett, Founder and Managing Principal, Fintegrity LLC For long-term investors, understanding what can and cannot be controlled is
Choosing a Financial Adviser: A Guide for Investors
When selecting a financial adviser, it is essential to consider their credentials, competence, compensation structure, and your comfort with them.
Get Triple Tax Savings with a Health Savings Account
Because of the triple tax benefit, maximizing contributions to an HSA each year should be prioritized ahead of IRA contributions.
The Power of Dividends in Total Returns
Dividends have contributed approximately 32% of total return for the S&P 500, while capital appreciation contributed 68% between April 1926 and June 2021.
Investing for Inflation
US Dollar After Inflation The US Federal Government’s massive $5.6 trillion expansionary policies through July 31, 2020 mitigated much of
Stock Market Returns Since 1956
By Jeffrey Barnett, Founder and Managing Principal, Fintegrity® LLC A Century of Data The S&P 500 index has returned roughly