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 [...]
Supply Chain Stability Comes at a Cost
As the long-term effects of the pandemic continue to unfold, one trend that has been adopted by multinational companies is to repatriate their supply [...]
Planning Your Financial Future
Our top priority at InVestra is (and will always be) to provide the best possible experience when it comes to managing the wealth of [...]
Women-Owned Small Businesses Take Off In 2023!
Women have faced a lot of obstacles in their journey to achieve equal rights, and National Women’s Small Business Month is one way to [...]
April: National Financial Literacy Month
Today we approach the end of March and April Fool's Day. April is also the start of National Financial Literacy Month! Unfortunately, the fact [...]
