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Emotional Roadblocks for Estate Planning

Many things can get in the way of estate planning.  Starting the process now can ensure your final wishes are carried out.

What the Heck is ESG?

ESG stands for Environmental, Social, and Governance also referred to as “impact investing”.

We’re Never Too Busy To Help Someone You Care About      

Our mission as your advisor is to enable you to live a fulfilling life, confident of achieving your goals.

Risk vs. Reward

Let's review some concepts related to risks assumed in the process of a personal investment plan for individual investors.

What is a RIA?

The financial services industry has many acronyms.  Here are some we find to be the most common.

Investment Management Strategies for First-Time Investors          

Investing may seem daunting, but it doesn’t have to be. Make sure your money works for you by following the best investment management strategies available. As always, Integra Capital Advisors can help guide the way.

Dividend Investment Strategy

Investing in companies with a strong history of rising dividends provides the potential for above average returns with less stress along the way.

What Your Financial Plan Should Look Like At Retirement

Sorting out your personal finances is extremely important. Here is everything you need to know about what your financial plan should look like at retirement.

What is a Master Limited Partnership?

MLPs and C corporations can be an attractive income producing asset with some tax advantages and the chance for capital appreciation.

What is a Private Equity Investment?

Private Equity refers to ownership in companies that do not have shares listed for trading on a public stock exchange.  Does ownership in these companies fit in to your investment plan?

Year-End Tax Planning

Tax planning can be a year-round effort.  Let's dive in to what you can do now to reduce your tax burden.

How to Save for Retirement Without a 401K

Not every employer sponsors a 401K plan or perhaps you are self-employed.  What are the best ways to save for retirement in these situations?

What to Do When the Stock Market Crashes

Market corrections can impact your investment portfolios.  Let’s develop a game plan for when this happens.

Business Development Companies

These pooled investment vehicles offer access to the private company debt market and usually offer attractive dividend yields and the chance for capital appreciation.

Exchange Traded Funds for Beginners

Exchange Traded Funds are a popular twist on an old theme that has become very popular over the last decade or so.  Let’s explore this type of investment.

What is a Fiduciary Relationship?

Investors have options when choosing a financial advisor to help them develop and implement their investment and retirement income plan. What option is best for you?

IRA Contributions for 2020

IRAs are a valuable long-term planning tool as you plan for your income in retirement. How much and how can you contribute?

Do I Need Life Insurance?

Let's introduce the basic framework for reviewing your family finances to help decide if you need life insurance and how much may be necessary.

What the SECURE Act Means for You

Learn how the SECURE Act will influence your retirement and estate planning goals. 

The COVID-19 Outbreak and Your Retirement Income Plan

Learn how the COVID-19 virus will impact your financial future.

Watch Out for Social Security Scams

Scams involving your Social Security Number are on the rise.

Planning for Your Legacy

Tips to help you plan for your estate and legacy to your family.

Make a Smart Social Security Filing Decision

Using the best Social Security filing method can mean a lot more in lifetime benefits.

Meet Integra Capital Advisors

Social Security and the Passing of a Spouse

Learn how Social Security works when a spouse dies.

Spousal Social Security Benefits When you Are Divorced

Learn about your rights to claim on your ex-spouses benefits record.

Alternative Investments – Introduction

Alternative investments may reduce risk and enhance return in a diversified portfolio. Learn more by watching this video.

The Importance of a Wealth Plan

Planning for your financial future can be fun and rewarding. Learn more in this video.

Passing of a Spouse

Planning ahead for the unfortunate reality that we will one day be alone can reduce the stress of a loss of our spouse.


Divorce is an unfortunate but common event. Planning for your new financial future is an important step in moving on.

Intergenerational Planning

Planning for how and to whom to leave your assets is an important part of your legacy. Watch this video to start the process.

Fact-Based Investing

Consistent, accurate predictions of the future are impossible, and not necessary for a successful investment plan.

Values of Independent Advisors  

How Integra Capital lives by our values to serve you.