Integris Insights
Uncommon sense.
Team Spotlight: Mike Leavy
Apr 2025We hope you enjoy getting to know Integris Team Member Mike Leavy a bit more from a recent sit down we had with him. During the day, Mike is an Advisor, our Chief Investment Officer and a Partner…
Stay in-the-know
Sign up for the Integris newsletter today, and be the first to know about all things investing, financial planning, and more.
A Blueprint for Non-profit Organization Investment Portfolios
Apr 2025It is common for the investment portfolios of non-profit organizations (NPO) to be managed by a board member’s “guy” or “gal” or simply plopped into a couple of index funds such as the S&P 500 by well-meaning board…
Tips for the 2025 Tax Filing Season
Feb 2025As we enter the 2025 Tax Filing Season, we may find ourselves wondering how to navigate the complexities of filing our taxes. Below are some practical tax preparation tips that may help you optimize your taxes and improve…
Love and Money: Financial Planning for Couples
Feb 2025
Katherine Woolever Achieves the CFP® Certification
Feb 2025
Webinar: Trump 2.0 and Post Election Considerations
Feb 2025
How Do Claims Affect Your Homeowner’s Insurance?
Jan 2025
Protect Yourself from Tax Identity Theft
Jan 2025
New Cost-of-Living Adjustments for 2025
Jan 2025
Our Relationship with Money
Dec 2024