Intrua Financial Resources
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.
March Newsletter: Middle East Escalation and Your Portfolio
An update on escalating tensions in Iran and the Middle East, market impacts, oil price volatility, and how long-term investors can stay disciplined during geopolitical…
February Newsletter: Lent and Finances
Learn what Lent is and how a 40-day reset can improve discipline and long-term financial flourishing, even if you’re not religious.
February Newsletter: File Taxes Now or Wait?
For investors, filing fast isn’t always filing smart. Here’s how timing your return can make a real difference.
February Newsletter: Honoring Black History Month
Learn why economic empowerment and diversity matter to long-term investors, and how inclusive growth can influence performance, resilience, and risk.
January Newsletter: Mentoring Matters
This National Mentoring Month, learn how financial advisors serve as mentors by supporting your journey with confidence.
January Newsletter: New Year’s Resolutions
Learn why resolutions matter and how to turn good intentions into a financial plan that lasts beyond January.
December Newsletter: Business Succession Planning
A practical guide for business owners navigating leadership transitions, family dynamics, and long-term financial security.
December Newsletter: Trump Accounts and What You Should Know
Here’s how Trump accounts work and how they could factor into your family’s financial picture.
January 2026 Investment Commentary