Redefining Retirement: Long-Term Care Wisdom for Women
As women age, we encounter distinct challenges. We tend to outlive men by about seven years, according to the Population Reference Bureau. While a [...]
Powell Tries to Calm Markets
Key Takeaways: The Federal Open Market Committee (FOMC) is proceeding carefully, something we highlighted here almost a month ago. Geopolitical tensions post key risks to the [...]
Erin Eiras Joins LPL Financial’s Women Advisors Leaders Forum
Erin Eiras, CPFA, President & Founder of InVestra, Joins LPL Financial's Women Advisors Leaders Forum San Fransisco, California - Erin Eiras, a renowned Wealth [...]
Erin Eiras, CPFA Serves As Panelist for Elite Advisor Top Producer Group
October 20th, 2023: San Fransisco, California Erin Eiras, CPFA, Shares Insights with Fellow Financial Advisors on Achieving Success As a top producer, Erin Eiras, [...]
The Power of Goals-Based Savings in Wealth Management
In the world of Wealth Management, success is not about the size of your bank account. It's about achieving your financial aspirations, no matter [...]
Living Your Dream Retirement: Don’t Rely On The Wild Card
Planning for retirement is a journey filled with choices and decisions. One of the most significant decisions you'll make is how to ensure your [...]
The Fiduciary Factor
When it comes to managing your wealth and financial future, one crucial factor can make all the difference: having a Wealth Manager who acts [...]
Rating Downgrades Are Picking Up: What That Means for Corporate Bonds
Rating agencies have been busy lately. While one of the big three (Fitch) made headlines recently when it downgraded U.S. government debt, the other [...]
Need Help With Open Enrollment?
The average cost of health insurance in 2023 is between $400 and $750 per month, depending on the level of coverage! Make sure you [...]
InVestra Welcomes Newly Appointed Paraplanner to the Team
InVestra is thrilled to announce the addition of Natalie Barkley, Certified Financial Planner (CFP®) to grow our team. She will serve as a Paraplanner [...]
