Retiring With Confidence: How Women Can Do More With Less
To achieve the retirement you desire, it's critical that you take an active role in your financial planning. As women, we often face unique [...]
Making the Most of Your Annual Account Review Meeting
Your life and goals are constantly evolving, so it’s important your financial plan does the same. Hopefully, you have a trusted Wealth Management professional [...]
Leaving a Legacy
Everyone strives towards securing financial stability for their children, grandchildren, and even their great grand-children. However, it is not uncommon for inherited wealth to [...]
Considerations When Buying Your First Home
So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, to create a safe and secure home for yourself (and perhaps [...]
Funding a Buy-Sell Agreement with Life Insurance
If you're a partner or co-owner (private shareholder) of a business, you've spent years building a valuable financial interest in your company. You may [...]
InVestra Hires Sandra Levitsky, Financial Paraplanner
InVestra has been growing substantially throughout the last three years, and we are so grateful for the introductions and recommendations from our clients, our [...]
How Women Are Changing Philanthropy
Giving More Than Money: How Women Are Changing Philanthropy Women are redefining what it means to be philanthropic. As women, many of us are [...]
Financial Advisors vs. Wealth Advisors
First of all, congratulations! If you’ve made the decision to seek guidance from a financial professional, you have already begun to make significant progress [...]
Women-Owned Businesses on the Rise
Women have faced a lot of obstacles throughout their journey to achieve equal rights, and today we are highlighting some notable statistics of women [...]
5 Things to Know About Preferred Securities
Preferred securities are one of the best-performing asset classes this year, with the ICE Core Plus Fixed Rate Index up over 13% year to [...]
