Allison Barrientos, CFP®, CPA
Financial PlanningInvesting
Cash Isn’t Trash (But Yours Might Be)
Sep 2024Back in 2020, billionaire investor Ray Dalio famously claimed that “cash is trash”, elaborating that at that time cash wasn’t safe because it would be “taxed by inflation” at current yields. Now here we are, 4 years later…
InvestingWebinars
Webinar: The US Elections and Your Portfolio
Aug 2024With just over two months before the presidential election, and politics dominating the news cycle, many investors are wondering about the market implications of a Trump or Harris administration. Will the recent market rally change course, or perhaps…
Investing
If you are a Non-Profit, You Need to Know UPMIFA
Aug 2024Prior to 1972, nonprofit endowments were subject to the same rules that governed income distribution trusts. The crux of this was that only the income generated from the assets could be spent. Problems arose, because interest rates and…
Financial Planning
Understanding Social Security Survivor Benefits
Aug 2024
Investing
Investing During an Election Year
Aug 2024
Inside Integris
Integris Appreciation Event Recap
Jul 2024
Inside Integris
Team Spotlight: Kevin Mahoney
Jul 2024
Inside Integris
Welcome Erik Larsen
Jul 2024
Financial Planning
HSAs: A Triple Threat
Jun 2024
Financial Planning
Selling Your Business: A Guide to Tax Efficiency
Jun 2024
Financial Planning