Call us (833) 880-7878

Complementary Business Valuation          Client Login         Contact Us 

Book Time With Us
  • Why InVestra?
    • Why InVestra
    • Our Approach
    • Our Team
      • Ashley Worley
      • Donna Stewart
      • Erin Eiras
      • Jessica Sexton
      • Natalie Barkley
      • Steph Primm
      • Stephanie Vokral
      • Tiffany Rodriguez
      • Victoria Hoch
    • About LPL
    • About InVestra
  • Women’s Wealth
    • A Word From Erin
    • The Power of the Purse
    • Life’s Transitions
    • The Sandwich Generation
    • Divorce Planning
    • Her Nest Eggs
  • High Net Worth
  • Wealth Management
    • Asset Management
    • Business Services
    • Estate Planning
    • Financial Planning
    • Insurance & Annuities
    • Retirement Planning
    • Risk Management & Assessment
    • Tax Planning
    • Our Pricing
    • Emerging Investors
  • Resources
    • Client Login
    • Client Forms
    • Reading Your Client Statement
    • Refer
  • News & Events
    • InVestra Blog
    • News & Events
    • eNewsletter
  • SmartVestor Pro
  • Riskalyze
    • What’s your number?
  • Why InVestra?
    • Why InVestra
    • Our Approach
    • Our Team
      • Ashley Worley
      • Donna Stewart
      • Erin Eiras
      • Jessica Sexton
      • Natalie Barkley
      • Steph Primm
      • Stephanie Vokral
      • Tiffany Rodriguez
      • Victoria Hoch
    • About LPL
    • About InVestra
  • Women’s Wealth
    • A Word From Erin
    • The Power of the Purse
    • Life’s Transitions
    • The Sandwich Generation
    • Divorce Planning
    • Her Nest Eggs
  • High Net Worth
  • Wealth Management
    • Asset Management
    • Business Services
    • Estate Planning
    • Financial Planning
    • Insurance & Annuities
    • Retirement Planning
    • Risk Management & Assessment
    • Tax Planning
    • Our Pricing
    • Emerging Investors
  • Resources
    • Client Login
    • Client Forms
    • Reading Your Client Statement
    • Refer
  • News & Events
    • InVestra Blog
    • News & Events
    • eNewsletter
  • SmartVestor Pro
  • Riskalyze
    • What’s your number?
  • A Surprisingly Good Sign for Housing
    Gallery

    A Surprisingly Good Sign for Housing

    Investing, Lifestyle, LPLresearch

A Surprisingly Good Sign for Housing

Donna Stewart2025-02-17T17:45:45+00:00August 18th, 2022|Investing, Lifestyle, LPLresearch|

From Heavy Highway Congestion to Eerily Empty Roadways Not to play up too much on the data from the National Association of Home Builders [...]

Read More
  • While Tough For Equities, August Has Been Good For Fixed Income
    Gallery

    While Tough For Equities, August Has Been Good For Fixed Income

    Investing, LPLresearch

While Tough For Equities, August Has Been Good For Fixed Income

Donna Stewart2025-02-17T17:45:45+00:00August 15th, 2022|Investing, LPLresearch|

Most investors are aware that seasonal patterns exist in equities, but they may not be as familiar with the seasonal patterns in fixed income [...]

Read More
  • Should You Participate In A 401(k) Without A Match?
    Gallery

    Should You Participate In A 401(k) Without A Match?

    Retirement Planning

Should You Participate In A 401(k) Without A Match?

Donna Stewart2025-02-17T17:45:45+00:00August 12th, 2022|Retirement Planning|

One key advantage of 401(k) plans is that employers often provide a matching contribution. Employer matches represent a guaranteed return on your retirement investment, and it almost [...]

Read More
  • Too Good To Be True?
    Gallery

    Too Good To Be True?

    Investing, LPLresearch

Too Good To Be True?

Donna Stewart2025-02-17T17:45:45+00:00August 10th, 2022|Investing, LPLresearch|

Headline CPI eased in July to 8.5% year-over-year from 9.1% in June. Still above the Federal Reserve’s (Fed) long-run target rate, the annual rate [...]

Read More
  • English Premier League Soccer Kickoff: Do Stocks Cheer Red Or Blue?
    Gallery

    English Premier League Soccer Kickoff: Do Stocks Cheer Red Or Blue?

    Investing, Lifestyle, LPLresearch

English Premier League Soccer Kickoff: Do Stocks Cheer Red Or Blue?

Donna Stewart2025-02-17T17:45:45+00:00August 8th, 2022|Investing, Lifestyle, LPLresearch|

Are you into soccer? The most watched, and arguably the most exciting, soccer league in the world kicked off this weekend across the pond: [...]

Read More
  • Celebrate and Support Independent Realtors!
    Gallery

    Celebrate and Support Independent Realtors!

    Business Owners, Lifestyle

Celebrate and Support Independent Realtors!

Donna Stewart2025-02-17T17:45:45+00:00August 1st, 2022|Business Owners, Lifestyle|

Big box and chain stores may seem more convenient and less expensive than shopping at independent retailers—but at what cost? That question is at [...]

Read More
  • What The Last 10 Years Can Tell Us About the Next 10
    Gallery

    What The Last 10 Years Can Tell Us About the Next 10

    Investing, Lifestyle, LPLresearch

What The Last 10 Years Can Tell Us About the Next 10

Donna Stewart2025-02-17T17:45:45+00:00July 27th, 2022|Investing, Lifestyle, LPLresearch|

Investors love to chase returns! In the near term, it can potentially be a successful strategy that has some strong academic and industry research [...]

Read More
  • Reasons To Be Optimistic As Second Half Is Underway
    Gallery

    Reasons To Be Optimistic As Second Half Is Underway

    Investing, LPLresearch

Reasons To Be Optimistic As Second Half Is Underway

Donna Stewart2025-02-17T17:45:45+00:00July 8th, 2022|Investing, LPLresearch|

It’s a bull market for pessimism right now. We know the list of concerns is long and includes an aggressive Federal Reserve with a [...]

Read More
  • InVestra Adds Financial Paraplanner and Insurance Consultant to the Team
    Gallery

    InVestra Adds Financial Paraplanner and Insurance Consultant to the Team

    Newsletter

InVestra Adds Financial Paraplanner and Insurance Consultant to the Team

Donna Stewart2025-02-17T17:45:46+00:00July 5th, 2022|Newsletter|

"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 [...]

Read More
  • Women Live Longer Than Men: Don’t Run Out of Money!
    Gallery

    Women Live Longer Than Men: Don’t Run Out of Money!

    Retirement Planning, Women's Wealth

Women Live Longer Than Men: Don’t Run Out of Money!

Donna Stewart2025-02-17T17:45:46+00:00July 1st, 2022|Retirement Planning, Women's Wealth|

The fact is that women live longer than men. How can they avoid running out of money during retirement? The volatility stemming from the [...]

Read More
Previous141516Next
Calendar Icon

Let’s begin to build a plan for prosperity

Book Time With Us Subscribe to our Financial Newsletter

Financial Planning     Asset Management    Estate    Tax Planning

Retirement Planning     Insurance    Risk Management   Business Services

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.

Sitemap

  • Why InVestra?
    • Why InVestra
    • Our Approach
    • Our Team
      • Ashley Worley
      • Donna Stewart
      • Erin Eiras
      • Jessica Sexton
      • Natalie Barkley
      • Steph Primm
      • Stephanie Vokral
      • Tiffany Rodriguez
      • Victoria Hoch
    • About LPL
    • About InVestra
  • Women’s Wealth
    • A Word From Erin
    • The Power of the Purse
    • Life’s Transitions
    • The Sandwich Generation
    • Divorce Planning
    • Her Nest Eggs
  • High Net Worth
  • Wealth Management
    • Asset Management
    • Business Services
    • Estate Planning
    • Financial Planning
    • Insurance & Annuities
    • Retirement Planning
    • Risk Management & Assessment
    • Tax Planning
    • Our Pricing
    • Emerging Investors
  • Resources
    • Client Login
    • Client Forms
    • Reading Your Client Statement
    • Refer
  • News & Events
    • InVestra Blog
    • News & Events
    • eNewsletter
  • SmartVestor Pro
  • Riskalyze
    • What’s your number?
  • Why InVestra?
    • Why InVestra
    • Our Approach
    • Our Team
      • Ashley Worley
      • Donna Stewart
      • Erin Eiras
      • Jessica Sexton
      • Natalie Barkley
      • Steph Primm
      • Stephanie Vokral
      • Tiffany Rodriguez
      • Victoria Hoch
    • About LPL
    • About InVestra
  • Women’s Wealth
    • A Word From Erin
    • The Power of the Purse
    • Life’s Transitions
    • The Sandwich Generation
    • Divorce Planning
    • Her Nest Eggs
  • High Net Worth
  • Wealth Management
    • Asset Management
    • Business Services
    • Estate Planning
    • Financial Planning
    • Insurance & Annuities
    • Retirement Planning
    • Risk Management & Assessment
    • Tax Planning
    • Our Pricing
    • Emerging Investors
  • Resources
    • Client Login
    • Client Forms
    • Reading Your Client Statement
    • Refer
  • News & Events
    • InVestra Blog
    • News & Events
    • eNewsletter
  • SmartVestor Pro
  • Riskalyze
    • What’s your number?

Resources

  • Privacy & Security
  • Legal Information
  • Business Practices
  • Form CRS
  • LPL Financial Form CRS
  • Independent Advisor Alliance’s Form CRS
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Facebook Linkedin X-twitter
All Content Copyright ©2025 InVestra Financial Incorporated | All Rights Reserved