Intrua Financial Resources
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 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.
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.
April 2026 Investment Commentary