July Market Commentary
The first half of the year probably didn’t go the way many fixed-income investors had hoped, particularly after the historically awful year last year. [...]
Have You Checked In On Your Retirement Plan Lately?
They say time flies, and with each day that passes, our lives transform little by little. Since your last retirement plan review, have you [...]
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 [...]
