Wealth Services

Much more than investing

Insights and Perspectives

Orange Divider

Quarterly Perspectives - First Quarter 2021

04/13/2021
In the INTRUST 2021 Economic Outlook, our view of the economic recovery occurring throughout 2021 is based on several factors, not the least of which is the mitigation of the negative impacts of COVID-19. As the economy improves, the likelihood of inflation and rising interest rates will play an important role in market performance.

Key Retirement and Tax Numbers for 2021

03/02/2021
Every year, the IRS announces cost-of-living adjustments that affect retirement plan contribution limits and various tax deduction, exclusion, exemption and threshold amounts. Here are a few of the adjustments for 2021.

Estate Planning Strategies in a Low Interest Rate Environment

03/02/2021
Low interest rates generally favor certain estate planning strategies, while it may have a detrimental effect on others. Find out which strategies might be most impacted by the current low-interest-rate environment.