Quarterly Perspectives - 3rd Quarter 2026

As we move into the second half of 2026, strategic planning continues to provide the best opportunities for investors to utilize and keep their hard-earned wealth. The 3rd quarter INTRUST Quarterly Perspectives offers insights into market and economic volatility within the backdrop of continued global conflict and uncertainty. We also look at the importance of long-range planning to impact today’s net returns as well as your personal legacy for generations to come.

Tax Planning

Roth conversions - Taxes are difficult to avoid, so pay them when it makes the most sense.

Delayed taxes are not always the best answer. Allow us to use our state-of-the-art software to minimize your lifetime tax liability through strategic Roth conversions.

Investment Management

The high performing AI stocks in your portfolio may still be undervalued.

Are AI stocks overvalued? Are investors in for another bubble similar to the Dot-Com era? We take a look at the recent explosive valuation increase of AI stocks and compare it with the irrational exuberance of 1998-2000. The results may surprise you.

Financial Planning

For most investors, much of the wealth you have created will be passed on to the next generation. But will it be passed on the way you planned? Basic Estate Planning is the bedrock of establishing your financial legacy and at the heart of it all is your family tree. We have the tools to evaluate your estate documents such as wills, trusts, and powers of attorney to ensure they are up-to-date and accurately reflect your wishes. Your financial advisor will start with the basics – your personal family tree – to ensure that your wealth will pass to the next generation just as you have planned.

Charitable Planning

Non-cash gifts into an INTRUST Donor Advised Fund can be a strategic and tax-efficient way to give to your favorite charity.

Recent reports show that Americans are the most generous people on the planet. INTRUST advisors can work with you to ensure that your charitable gifts are made in the most tax-efficient way possible.

Market Volatility

We update our quarterly chart showing that volatility is always part of investing in our financial markets. The prudent investor recognizes this fact and stays invested, and adds to investments, in times of volatility.

Inflation

Inflation is back in the news as higher energy costs ripple through the economy into the prices we pay for everyday goods and services. Join in a discussion with an INTRUST advisor on the trends we are seeing and possible timeframes for relief.

The INTRUST Quarterly Perspectives are the consensus of the INTRUST Investment Strategy team and are based on third-party sources believed to be reliable. INTRUST has relied upon and assumed, without independent verification, the accuracy and completeness of this third-party information. INTRUST makes no warranties with regard to the information or results obtained by its use and disclaims any and all liability arising out of the use of, or reliance on, the information. The information presented has been prepared for informational purposes only. It should not be relied upon as a recommendation to buy or sell securities or to participate in any investment strategy. The Quarterly Perspectives are not intended to, and should not, form a primary basis for any investment decisions. This information should not be construed as investment, legal, tax or accounting advice. Past performance is no guarantee of future results.