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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.

TALK WITH US

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Describes financial burdens associated with end-of-life care and funerals.

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How much would your monthly lease payment be?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Will you be able to afford nursing home care?

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