Mike Patton

About the Author

Mike Patton

Mike Patton, CFP, AEP, is founder and president of Integrity Wealth Management, an RIA firm in Baton Rouge, La. In addition to his regular blog for AdvisorOne.com, Mike has written a series of articles in Investment Advisor magazine detailing his Road to Independence from wirehouse and bank broker to fee-only independent RIA. 

• Lessons From Losing a Client

  By Mike Patton  |  May 20, 2013

  Recently, I lost what I thought was a good client. In this post, I'll explain why and share the lesson I learned.

• What May Come Next From the Craziest Market in Recent History

  By Mike Patton  |  May 13, 2013

  Can the stock market continue to climb and shrug off bad news, or are we just picking up nickels in front of a bulldozer?

• Protecting Your Clients From Risk in Reverse Convertibles

  By Mike Patton  |  May 6, 2013

  In a recent post I mentioned that I was buying reverse convertibles to capture yield. Of course the question of risk arose—What happens if the price of the stock falls below its buffer?

• Challenges of a Growing Practice: Managing Portfolios

  By Mike Patton  |  April 29, 2013

  Whether you outsource money management or not, at least segment your client base.

• Viewing Financial Planning Through the Lens of Risk Management

  By Mike Patton  |  April 22, 2013

  In planning for my clients, I view all I do through the lens of risk management, and I'm not limiting myself to insurance.

• How to Manage Client Expectations When the Markets Are Soaring

  By Mike Patton  |  April 15, 2013

  When the overall stock market is soaring, you’d better have a plan to educate your clients about risk and reward, and goals.

• Helping Clients Plan for (Likely? Inevitably?) Higher Taxes

  By Mike Patton  |  April 8, 2013

  How I use simulations on the future effective tax rate to stress-test client portfolios.

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  Taxes and the States: Which Take the Biggest Bites?

  By Mike Patton  |  April 1, 2013

  Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.

• Gas and Cigarettes: The Tax Sticks That Keep On Hittin’

  By Mike Patton  |  March 25, 2013

  A look at how federal and state taxes hit car owners and smokers: are they meant to change behavior or just raise revenue?

• An Overlooked Way of Using the Tax Code for Social Policy

  By Mike Patton  |  March 18, 2013

  We know the mortgage interest deduction encourages homeownership, but what are the benefits of the depreciation allowance for rental properties?