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  • Why InVestra?
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Donating Your RMD Using Qualified Charitable Distributions

Erin Eiras2025-02-17T17:45:37+00:00November 20th, 2023|Newsletter|

Can you give money to charity using your IRA? For individuals 70 1/2 or older - the answer is usually yes. What many retirees [...]

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Are You Prepared For Tax Day?

Erin Eiras2025-02-17T17:45:37+00:00November 19th, 2023|Newsletter|

It's no secret that paying taxes is not a favorite task for many Americans, but as Benjamin Franklin famously said over two centuries ago, [...]

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Spring Clean Your Budget

Erin Eiras2025-02-17T17:45:37+00:00November 19th, 2023|Newsletter|

As the great Russian author Leo Tolstoy once said, “Spring is the time of plans and projects.” It’s so true. The birds start singing, [...]

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Navigating New Beginnings: Financial Planning After Divorce

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

Divorce marks the end of one chapter and the beginning of another. Amid the emotional and personal adjustments, it's crucial to address the financial [...]

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Spring: A Time to Cultivate Growth in Your Finances

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

As nature awakens with the arrival of spring, it serves as a timely reminder for us to rejuvenate our financial landscapes. Spring isn't just [...]

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Family Finance Resolutions for 2024

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

As we embrace the dawn of a new year, it's an opportune moment to reflect on our financial well-being and set forth resolutions that [...]

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Year-End Financial Checklist

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

Read on the Dave Ramsey website: Here. This year was a tough one. With inflation, a roller-coaster stock market, and mass layoffs—you might be tempted [...]

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The Bond Market Doesn’t Care About the Moody’s Downgrade (Yet)

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

In November, rating agency Moody’s announced that it had downgraded is credit rating outlook on U.S. government debt from stable to negative. They cited wide [...]

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The S&P 500 Total Return Has All-time Highs in Sight

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

Following its post-summer restlessness, the S&P 500 has sternly gained steam, bouncing 9.5% off the October 27 low. Fueled by a softening CPI print, [...]

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New Year, New Opportunities

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

As we usher in the new year, we find ourselves at the forefront of a dynamic investment landscape filled with opportunities. Along with the [...]

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Securities offered through LPL Financial, Member FINRA & SIPC. InVestra Financial and InVestra are other business names of Independent Advisor Alliance. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment advisor. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

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