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      • Donna Stewart
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      • Stephanie Vokral
      • Tiffany Rodriguez
      • Victoria Hoch
    • About LPL
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  • Why Modern Businesswomen are the Cornerstones to Economic Growth
    Gallery

    Why Modern Businesswomen are the Cornerstones to Economic Growth

    Business Owners, Lifestyle

Why Modern Businesswomen are the Cornerstones to Economic Growth

Donna Stewart2025-02-17T17:45:48+00:00April 14th, 2021|Business Owners, Lifestyle|

March might have been International Women's History Month, but our team here at InVestra is keen on highlighting the ever-increasing influence of modern businesswomen [...]

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  • How to Tune Up Your Financial Plan: Refocusing Your Future
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    How to Tune Up Your Financial Plan: Refocusing Your Future

    Financial Planning, Lifestyle

How to Tune Up Your Financial Plan: Refocusing Your Future

Donna Stewart2025-02-17T17:45:48+00:00April 6th, 2021|Financial Planning, Lifestyle|

Planning for your financial future is a critical endeavor, yet one that many overlook. At InVestra, we understand the importance of such groundwork, and [...]

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  • Spring Cleaning Your Finances
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    Spring Cleaning Your Finances

    Financial Planning

Spring Cleaning Your Finances

Donna Stewart2025-02-17T17:45:48+00:00March 23rd, 2021|Financial Planning|

Managing your personal finances can sometimes seem overwhelming, and often times personal finance to-do's fall by the wayside in the midst of our ever-busy [...]

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  • Tax Aware Investment Strategies for Spring
    Gallery

    Tax Aware Investment Strategies for Spring

    Investing

Tax Aware Investment Strategies for Spring

Donna Stewart2025-02-17T17:45:48+00:00March 11th, 2021|Investing|

With the new season comes the opportunity to review your current method of tax planning and consider an update. Ever since the Tax Cuts [...]

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  • Building Money Mindfulness
    Gallery

    Building Money Mindfulness

    Financial Planning, Lifestyle

Building Money Mindfulness

Donna Stewart2025-02-17T17:45:48+00:00February 23rd, 2021|Financial Planning, Lifestyle|

With a new year just underway, it’s the perfect time to take steps to shore up your financial stability. There are a few key [...]

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  • Markets Shrug Off Debt Levels
    Gallery

    Markets Shrug Off Debt Levels

    LPLresearch

Markets Shrug Off Debt Levels

Donna Stewart2025-02-17T17:45:48+00:00February 5th, 2021|LPLresearch|

The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus in response to the [...]

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  • Using Your Tax Refund to Your Long-Term Benefit
    Gallery

    Using Your Tax Refund to Your Long-Term Benefit

    Lifestyle

Using Your Tax Refund to Your Long-Term Benefit

Donna Stewart2025-02-17T17:45:48+00:00February 3rd, 2021|Lifestyle|

It’s safe to say that most taxpayers agree that the process of tax filing can be tedious and complex, but the refund they receive [...]

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  • Maximizing Your Tax Break: The Most Overlooked Deductions
    Gallery

    Maximizing Your Tax Break: The Most Overlooked Deductions

    Financial Planning

Maximizing Your Tax Break: The Most Overlooked Deductions

Donna Stewart2025-02-17T17:45:48+00:00January 29th, 2021|Financial Planning|

When it comes to filing taxes, the standard deduction method is arguably easier than the itemized. However, 25% of taxpayers find that itemizing pays [...]

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  • Outlook 2021
    Gallery

    Outlook 2021

    LPLresearch

Outlook 2021

Erin Eiras2025-02-17T17:45:48+00:00December 8th, 2020|LPLresearch|

More than most years , it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, [...]

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  • 2020/2021 Year-End Guide: Investor Edition
    Gallery

    2020/2021 Year-End Guide: Investor Edition

    Investing

2020/2021 Year-End Guide: Investor Edition

Erin Eiras2025-02-17T17:45:48+00:00November 24th, 2020|Investing|

To ease some of the burdens of the upcoming tax season, we’ve created this helpful guide, which will assist you in becoming familiar with [...]

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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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