Financial Awareness in the Next Generation
Children are like wells waiting to be filled with information—and information about money can be a helpful topic to begin exploring at a young [...]
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 [...]
Financial Advisors vs. Wealth Managers
Common Credentials: What Investors Should Know About Those Few Key Letters That Follow a Financial Professional’s Name First of all, congratulations! If you’ve made [...]
Trailblazing Women of Finance
Women's History Month As the month of March nears its end, InVestra is taking the time to highlight and reflect on many of the [...]
401(k) Day
National 401(k) Day is a day of importance since it prompts us to check in on our nest egg. Unless you're the type who [...]
How To Think About Inflation
Last week,The Federal Reserve Bank of Kansas City hosted its annual Jackson Hole Economic Symposium, where central bankers, policymakers, academics, and economists from around [...]
InVestra Adds Financial Paraplanner and Insurance Consultant to the Team
"Being a private wealth advisor with InVestra Financial Services as it has seen so much growth has been a pleasure, and I’m happy to [...]
11 Ways To Help Yourself Stay Sane In a Volatile Market
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies [...]
All About RMDs
After decades of hard work and saving money away into tax-advantaged retirement accounts, people entering their 70s now have to flip the script. Why? [...]
36,000 Reasons to Be Thankful
The Dow Jones Industrial Average started trading more than 125 years ago and yesterday it closed above 36,000 for the first time ever. Along [...]