Integris Insights
Uncommon sense.
Establishing the Integris Scholarship
Nov 2024Integris Wealth Management is pleased to announce the establishment of the Integris Scholarship program to support students enrolled in California State University Monterey Bay’s (CSUMB) Financial Planning Track. The Integris Wealth Management Scholarship Fund aims to foster a…
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The Pros and Cons of 401(k) Loans
Nov 2024Are you in need of some financial flexibility? A 401(k) loan might be a viable option. However, it’s crucial to understand the potential benefits and drawbacks. The Basics of 401(k) Loans If your 401(k) plan allows it, you…
Understanding Beneficiary Designations
Nov 2024As a seasoned financial advisor, I often find that one of the most overlooked yet critical aspects of financial planning is understanding beneficiary designations. Many people assume that once they’ve set up their accounts and investments, their job…
Final Regulations for Inherited IRAs (Part 2)
Oct 2024
Final Regulations for Inherited IRAs (Part 1)
Oct 2024
2024 CSUMB Accounting Networking Event
Oct 2024
Cash Isn’t Trash (But Yours Might Be)
Sep 2024
Webinar: The US Elections and Your Portfolio
Aug 2024
If you are a Non-Profit, You Need to Know UPMIFA
Aug 2024
Understanding Social Security Survivor Benefits
Aug 2024