Integrated Investment Strategies, Inc.

Professional Independent Investment Advisors for YOU and YOUR financial interest

 What is your financial strategy?

Do you have a strategy, or are you doing what everyone else seems to be doing? Are you buying investments because they fit with your strategy, or are you just reacting to recent events?

Advisors at Integrated Investment Strategies spend considerable time getting to know you and your investment objectives, investment time frame and your risk tolerance. We utilize academic principles of investing to achieve and preserve the long term purchasing power for our clients.

As advisors whose primary goal is to help you live comfortably and confidently in retirement, we will work with you to meet the challenges of financial decision making by creating a long-term financial portfolio that extends through retirement. Professional advice can make the difference.

 

 

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Disability Income Insurance

How much Disability Income Insurance do you need?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Taxing Social Security Benefits

How Social Security benefits are taxed and why the current system may lead to higher tax liabilities.

Bracing for Potential Cybersecurity Threats

Understanding cyber security threats and some tips to help small businesses defend their data and protect their interests.

Why You Need a Will…Even If You’re Not a Prince

A will and personal property memorandum give heirs a clear indication of specific assets you want to bequeath.

New Law Requires Notification of Medicare Observation Status

The distinction between observation care and inpatient status while in the hospital can make a difference in a patient’s out-of-pocket costs.

More Newsletters →

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 20,775.60 + 0.16
Nasdaq Composite 5,860.63 - 0.09
NYSE Composite 11,550.19 - 0.24

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck