Integris Insights
Uncommon sense.
Financial Planning
Paying for Education Under the OBBBA
Sep 2025The passage of the One Big Beautiful Bill Act (OBBBA) has introduced reforms to the U.S. education and tax systems. For families navigating college planning and financial aid, the law presents a mix of expanded opportunities and new…
Inside Integris
Team Spotlight: Erik Larsen
Sep 2025We hope you enjoy getting to know Integris Team Member, Erik Larsen, a bit more from a recent sit down we had with him. By day, Erik is an Investment Associate at Integris, where he brings precision and…
Financial Planning
Charitable Giving Under the 2025 OBBBA: What Individual Taxpayers Need to Know
Aug 2025The 2025 One Big Beautiful Bill Act (OBBBA) reshapes the tax landscape for charitable giving. While it introduces new incentives for everyday donors, it also imposes fresh limitations on high-income philanthropists. Here’s a detailed breakdown of what’s changed…
Financial Planning
What the OBBBA Means for Your Taxes
Aug 2025
Inside Integris
Promotion Announcement
Aug 2025
Inside Integris
Promotion Announcement
Jul 2025
Financial Planning
Why the Default Retirement Plan for the Self-Employed Should Be the Solo 401(k)
Jul 2025
InvestingWebinars
Webinar: Economic and Market Outlook
Jul 2025
Inside Integris
Integris Welcomes New Team Member: Julie Roth
Jul 2025
Financial Planning
Building Business Value with Purpose
Jul 2025
Inside Integris