November is National Long-Term Care Insurance Awareness Month
Did you know that 70% of men and women over the age of 65 will need some kind of long-term care services? Erin D. [...]
Existing Home Sales Shrink
As mortgage rates climb to 8%, existing home sales in the US dropped below four million in September for the first time since October [...]
InVestra CEO Receives Certified Exit Planning Advisor (CEPA®) Designation
Jacksonville, Florida – 11-3-2023 InVestra, a dynamic Wealth Management firm headquartered in Jacksonville, Florida, is proud to announce a significant achievement within its team: [...]
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 [...]
How to Work With a Financial Advisor
A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), [...]
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, [...]
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 [...]
