Alex Black, CFP®
Understanding ABLE accounts in California
Feb 2026Many of the safety nets designed to support the disabled, such as Social Supplemental Income (SSI), Social Security Disability Income (SSDI), and Medi-Cal (Medicaid), impose strict asset limits often capping eligibility at around $2,000 in total savings, cash,…
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Meet the 2025-2026 Integris Scholarship Recipients
Jan 2026At Integris, we believe education has a transformational power to help students discover a field of interest, improve career prospects, and increase income potential. The Integris Wealth Management Scholarship Fund was created to support the next generation of…
Ode to the Penny: A Tiny Coin with a Big Legacy
Jan 2026On November 12, 2025, the U.S. Mint struck its final penny, ending a production run that lasted 232 years. The penny first entered circulation in 1792 and quickly became a symbol of everyday commerce and thrift. For generations,…
New Cost-of-Living-Adjustments for 2026
Jan 2026
A Season of Service at Integris
Jan 2026
Team Spotlight: Allison Barrientos
Dec 2025
Holiday Financial Conversations: Building Trust and Transparency with Family
Nov 2025
National Philanthropy Day 2025
Nov 2025
Using Your Credit Card as a Financial Tool
Oct 2025
2025 Client Appreciation Event
Oct 2025
