Intrua Financial Resources
August Newsletter: Trump Accounts Are Now Live
Trump Accounts are now live. Learn about the $1,000 federal contribution, eligibility, contribution limits, taxes, investment rules and how they compare with 529 plans.
2026 Mid-Year Investment Outlook
As we look to the remaining months of the year, the events of the first half are helpful to reinforce the perspective and humility needed…
June Newsletter: SpaceX IPO
SpaceX's highly anticipated IPO is generating significant investor interest. Learn what to consider about valuation, risk, diversification, and portfolio fit before investing.
May Newsletter: Dollar Cost Averaging
Learn how dollar-cost averaging helps investors stay disciplined during volatile markets and why consistency, not timing, often leads to better long-term outcomes.
May Newsletter: Using 529 Plans After Graduation
Learn what to do with leftover 529 plan funds after graduation, including tax implications, Roth IRA rollovers, and new updates from recent legislation.
April 2026 Quarterly Investment Commentary
The initial outlook for the year reflected a sense of optimism as investors anticipated moderate U.S. economic growth alongside strong corporate earnings and global stability.
April Newsletter: Spring Cleaning Your Finances
Spring clean your finances with simple steps to organize accounts, reduce expenses, boost savings, and align your financial goals for the year ahead.
April Newsletter: April vs. October Tax Deadlines
Confused about tax extensions? Learn the difference between April 15 and October 15, when an extension makes sense, and how it impacts your financial strategy.
April Newsletter: Update on the Middle East
An update on Middle East tensions and their impact on markets, inflation, and global economies, plus what investors should (and shouldn’t) worry about.
March Newsletter: Tax Scams
Tax scams are becoming more sophisticated. Learn how to spot common tax-season scams to help protect your financial information.
March Newsletter: Women and Wealth
Women are controlling more wealth than ever. Learn how the rise of female breadwinners and business owners is reshaping financial planning and investing strategies.
July 2026 Quarterly Investment Commentary