Intrua Financial Resources
AI and Your Finances
Explore the pros and cons of using AI for your finances, how to protect your information, and when to turn to a trusted financial advisor.
October 2026 Quarterly Investment Commentary
Q3 2026 Market Outlook: Discover how rising oil prices, higher interest rates, and geopolitical tensions in Iran impacted financial markets, inflation, consumers, and businesses.
Medicare Part B
Learn what Medicare Part B covers, how it complements Part A, what it may cost, and what to review during Medicare Open Enrollment.
August Newsletter: Medicare Part A
Learn what Medicare Part A covers, what it doesn’t, potential out-of-pocket costs and how Medicare planning fits into your retirement strategy.
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.
July 2026 Quarterly Investment Commentary