Dimensional Fund Advisors Vice President, Apollo Lupescu, PhD and Jared Faltys, CPA/PFS provide a current market update. Recorded October 19, 2023.

October 23, 2023


Designed with input from 550 local children, playground was constructed in a single-day build by hundreds of Integrity leaders, employees and community volunteers DALLAS – AUGUST 24, 2023 – Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the Integrity Foundation has completed […]

August 24, 2023

Lemonade Camp 2023

Campers raised $619 for the Animal Shelter of Northeast Nebraska.

August 3, 2023

Be Aware of Fraudulent IRS Communication

In today’s digital age, scams and fraud have become increasingly prevalent, affecting individuals, businesses, and government agencies. One of the most common forms of fraud involves impersonating the Internal Revenue Service (IRS) to deceive taxpayers. To protect ourselves and our communities from falling victim to such schemes, it is essential to be aware of fraudulent […]

August 3, 2023


Dimensional Fund Advisors Vice President, Apollo Lupescu, PhD and Jared Faltys, CPA/PFS provide a current market update. Recorded July 20, 2023.

July 21, 2023

Stuff the Bus

In July 2023, Wealth Management employees donated school supplies to the Salvation Army’s Stuff the Bus event. This event supplied students with new backpacks and basic school supplies. For more information on this annual event, please call the Salvation Army at 402-379-4663.

July 19, 2023


KABOOM! is in partnership with Integrity Marketing Group, a Dallas-based firm, and local businesses Premier Senior Marketing, Retirement Plan Consultants (RPC) and Wealth Management to bring a new playground to Liberty Bell Park. KABOOM! provided dream pads to all Norfolk elementary school students which were available for viewing at the adult session of Design Day. Click here to see the full video […]

May 15, 2023

It’s Not Tax Season, It’s Marketing Season

Webinar Recording | January 2023 Presented by Nate Raabe During tax season, it is the best opportunity for CPAs and advisors to market their firm by showcasing the value-added services they offer. Make sure that during your meetings, your clients are aware of the services you offer, focusing on those that are tailored specifically to […]

January 27, 2023

Christmas in July!

Last month, we held a 🎄“Christmas in July”🎄 toy drive and challenged our staff to collect as many toys as we could for pediatric patients at Faith Regional. The generosity of our employees and their families was clearly displayed as we were able to donate over 300 toys! Thanks to our employees and their families […]

August 16, 2022

Lemonade Camp 2022

Our largest camp yet, 80 kids attended! Campers raised $955 for the Norfolk Library Foundation! Check out the article written by The Norfolk Daily News!

August 15, 2022

We are joining forces with Integrity Marketing Group!

DALLAS – SEPTEMBER 28, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired WealthFirm, a wealth management and retirement planning firm headquartered in Nebraska. As part of the acquisition, Nancy Brozek and Jared Faltys, Co-CEOs of WealthFirm, will become Managing Partners in Integrity. Financial terms of […]

September 29, 2021

Fall 2021 Newsletter

IS INFLATION HAUNTING YOUR FINANCIAL DREAMS? WHAT WE KNOW Has the specter of inflation got you spooked? Recent headlines are filled with sightings. Let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. First and foremost, we caution against succumbing to fear […]

September 15, 2021

Summer 2021 Newsletter

PROTECTING WHAT’S YOURS (WHILE YOU’RE ALIVE) Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones. If you’ve not documented your desires in advance, it can add extra stress for everyone, […]

June 15, 2021

Spring 2021 Newsletter

Think Investing is a Game? Stop. David Booth – Dimensional Fund Advisors – Executive Chairman and Founder It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. But we can also look at the current moment as an opportunity to welcome a new group […]

March 8, 2021

Winter 2020 Newsletter

Presidential Election Reflection “Over decades, it’s American innovation that succeeds, no matter what politicians do.”— David Booth, November 6, 2020  With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. That said, who knows how long […]

November 23, 2020

Fall 2020 Newsletter

Understanding Your Emotions We want to stress the importance of separating fact from fiction – as an investor, as well as in your everyday life. This article discusses emotional reactions to unfolding news, and the impact that can have on your financial well-being. The Usual Emotions in Unusual Times COVID-19 has seized almost every headline […]

September 11, 2020

Summer 2020 Newsletter

Expecting the Unexpected Expect the unexpected and plan for the unplanned. On January 1st, 2020, no one would have thought that we would be in the situation that we are today. Only in movies that depict pandemics have we ever been exposed to this idea. However, about 100 years ago the world experienced something much […]

June 8, 2020

Spring 2020 Newsletter

You, Your Retirement, and the SECURE Act  You may have missed the news – buried in a much bigger spending bill, and passed in the thick of the holiday season. But after months of nearly bringing it to the finish line, it’s now official: On Friday, December 20, 2019, the Setting Every Community Up for […]

March 3, 2020

Winter 2019 Newsletter

A Tale of Two Decades: Lessons for Long‑Term Investors Looking at the US stock market since the turn of the century, you could be forgiven for thinking of Charles Dickens’ famous words. The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market […]

January 1, 2020