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Providing clients with superior, unbiased wealth management services.

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As a corporate fiduciary, Indiana Trust brings a level of technical expertise and understanding of wealth stewardship that comes from working with families over multiple generations. Our team of professionals has the experience needed to handle the complexities of multigenerational wealth management and can help design a comprehensive plan to keep your strategy on track, while growing and preserving wealth.

Pink Poppy Flowers

As an experienced employee retirement plan administrator, Indiana Trust specializes in assisting employers with qualified plan administration, to satisfy their fiduciary requirements, while assisting plan participants with the investment approach that's most appropriate to their needs.

Pink Poppy Flowers

Indiana Trust understands the unique environment in which charitable organizations, foundations and endowments operate, including investment committees and cash flow policies.

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July 27, 2026

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The Markets (as of market close July 24, 2026)

Despite a broad-based rally last Friday, stocks generally closed the week lower. With the exception of the Global Dow, each of the benchmark indexes listed here ended last week in the red. Ongoing tensions in the Middle East have wreaked havoc with crude oil prices, which jumped to over $100/barrel last Thursday, only to plunge to about $90/barrel by the end of the week.

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Providing clients with superior, unbiased wealth management services.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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How much Disability Income Insurance do you need?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How Long Will It Take to Pay my Balance?

Will you be able to afford nursing home care?

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