How to Think About Stocks, Bonds, and Time for Asset Allocation
This chart illustrates an essential point for investing: risk isn’t a fixed trait of stocks or bonds. It depends heavily […]
Investment Management
Insights on portfolio construction, asset allocation, diversification, risk management, and long-term investing.
What GIPS Verification Actually Tells You About an Investment Manager
By Jeffrey Barnett, Founder and Managing Principal, Fintegrity® LLC April 2026 If you’re evaluating investment managers — whether for the
Why Your Advisor’s Investment Philosophy Matters More Than Their Forecast
By Jeffrey Barnett, Founder and Managing Principal, Fintegrity® LLC April 2026 Every January, Wall Street’s top strategists publish their predictions
Disciplined Portfolio Construction – How Fintegrity® Builds Confidence
By Jeffrey Barnett, Founder and Managing Principal, Fintegrity® LLC A portfolio is more than a collection of investments—it’s a carefully
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,
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
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
How Much Should Be Invested in Stocks?
By Jeffrey Barnett, Founder and Managing Principal, Fintegrity® LLC There are three major factors to consider when contemplating your asset