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Finding Tax Relief Amidst Economic Turmoil

While down markets usher in waves of fear, doubt, and uncertainty, they can also deliver us an opportunity to save money on taxes. A Little Bit of Tax Background When it comes to buying and selling securities in…

Integris Welcomes New Team Members

Integris Wealth Management is delighted to have Heidi Bohn, Tanya Stanberry, Michelle Arroyo, Daniel Morones-Garcia, and Estella Leavy officially join us as the newest members of our team. It’s been less than a month since some of our…

Social Security: In Trouble or Not?

Every year, the Social Security and Medicare Boards of Trustees publish a report outlining the current health of the Social Security program. In most years, we are quickly greeted by headlines saying that the Social Security Trust fund…

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