Team Spotlight: Amy Weinberg
Why the Default Retirement Plan for the Self-Employed Should Be the Solo 401(k)
Jul 2025Calling All Solo-preneurs: Solo 401(k)s Deserve Your Attention! Hey there, savvy small business owners and fearless freelancers! As a financial planner, I’m here to talk about something crucial for your future: retirement. We all envision those golden years,…
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Webinar: Economic and Market Outlook
Jul 2025Wondering what is ahead for the market and economy? Tune in for a breakdown of Vanguard’s Economic Outlook—a thoughtful analysis of global and U.S. economic trends that balances resilience with emerging risks. Discover how Vanguard’s insights can help…
Integris Welcomes New Team Member: Julie Roth
Jul 2025Julie joins us as an Advisor. She will be responsible for delivering custom investment and financial planning advice to our clients. Julie spent 20 years of service in the U.S. Air Force and retired as a lieutenant colonel…
Building Business Value with Purpose
Jul 2025
Promotion Announcement
May 2025
Integris Opens Salinas Office
May 2025
Spring into Growth: Why Diversification Matters for Your Portfolio
Apr 2025
Mike Leavy Achieves the Certified Exit Planning Advisor Certification
Apr 2025
Team Spotlight: Mike Leavy
Apr 2025
A Blueprint for Non-profit Organization Investment Portfolios
Apr 2025
