Intro to Schwab Alliance
Now that the transition to Schwab is complete, we’ve got some tips on how to get more familiar with Schwab’s online portal
News & Updates
Integral Wealth Management Turns 15!
Celebrating 15 years! Integral Wealth Management is proud to celebrate our 15th anniversary! Whether you are one of the clients who’ve been with Jodi since the beginning or you’ve joined the Integral family more recently, we want to say thank you for your business. It’s been a pleasure working with you and we look forward …
Lessons from a Bank Failure
Silicon Valley Bank failed last week when it experienced a “bank run” where many customers who had deposited money all requested to withdraw that money simultaneously. While the bank had much of its own assets in safe investments like treasury bonds and government-backed mortgage securities, it was vulnerable because it failed to adequately manage other …
IWM News & Updates: Q1 2023
We wanted to share with you some big changes to retirement accounts as well as some other updates around the office. We hope 2023 is off to a great start for you and your loved ones! Major Changes to Retirement Laws Congress recently passed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. …
Major Changes to Retirement Laws
Congress recently passed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Whether you’re working or already retired, you are likely affected by some big changes to retirement accounts. The hope is that these changes can help encourage more people to save for retirement by making retirement saving more accessible and properly incentivized. …
Welcome Amy and Mallory to IWM
As our team grows and changes, we keep our goal of serving you at the forefront of our minds. We look forward to many more years of helping you reach your financial goals. Keep reading to see what’s new! Sincerely, Jodi and Mike Mike Abram, PhD, CFA Congratulations Mike on earning the Chartered Financial Analyst (CFA) …