Webinar: Investing During Geopolitical Uncertainty

As global headlines continue to shift, we want to pause and have a thoughtful conversation about what’s happening – and what it truly means for investors.

We are now months into the conflict involving Iran, with tensions extending across the broader Middle East. Understandably, this environment has raised questions about market stability, risk, and whether portfolio decisions should change.

We invite you to watch a practical discussion between Mike Leavy, CFA, CEPA, Chief Investment Officer, Advisor, and Partner at Integris and Apollo Lupescu, PhD, Vice President at Dimensional Fund Advisors, focused on global events and investor decision‑making.

Topics include:

• How to view current geopolitical developments within a long‑term investment strategy
• What matters most to prepare portfolios in the event that tensions escalate further
• Common investor reactions during periods of uncertainty, and which ones to avoid
• Core investment principles to stay grounded amid volatility and alarming headlines

Our goal is not to predict outcomes, but to provide perspective, context, and reassurance – helping you navigate a complex global environment without getting caught up in the noise.

The information provided herein is for educational purposes only, and should not be construed as advice, including, but not limited to tax, legal, insurance, investment, or retirement advice. For your specific planning needs, please seek the advice of Integris Wealth Management, your tax accountant, attorney, insurance agent, or other professional as appropriate. Investing involves the risk of loss.