Quarterly Perspectives - 3rd Quarter 2024

10/17/2024
As we enter the fourth quarter of 2024, our Quarterly Perspectives dive deeper into the Federal Reserve cutting interest rates, the upcoming election, and tax planning.

Quarterly Perspectives - 2nd Quarter 2024

07/24/2024
As we enter the third quarter of 2024, our Quarterly Perspectives dive deeper into prioritizing long-term retirement savings, mitigating Medicare surcharges, matching investments to the need, and charitable gifting strategies.

Quarterly Perspectives - 1st Quarter 2024

05/02/2024
As we enter the second quarter of 2024, we take a look at current events that could impact your portfolio. Our quarterly perspectives dives deeper into investing in election years, estate vehicle comparisons, keeping an eye on the future of taxes, and focusing on what you can control.

2024 Economic Outlook

03/06/2024
In the INTRUST 2024 Economic Outlook, we evaluate the current economic environment and its implications for businesses and investors. Key themes shaping this year's outlook include rates, inflation, business and consumer strength, housing, labor, and more.

Quarterly Perspectives - Third Quarter 2023

10/24/2023
As we enter the fourth quarter of 2023, there are several trends we can use to provide some perspective on current events and help you plan. We take a look at considerations when relocating, keeping an eye on the future, and extending your planning horizon.

Investment Planning throughout Retirement

08/31/2023
Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated. The following article discusses two important factors you should consider: (1) withdrawing income from retirement assets, and (2) balancing safety with growth.

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