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.
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.
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.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.