What We Do
Wealth Management
Whether you are saving for retirement, growing a business, or managing a windfall, an Independence Square Advisor’s consultant has the resources to help you navigate all of life’s financial currents
Retirement Plan Consulting
On your 401(k), 403(b), or Defined Benefit Plan, we act as a consultant versus that of a traditional broker, and can sign on as an investment co-fiduciary to your company’s retirement plan.
Insurance Protection
Being prepared for unforeseen events with adequate insurance is an important part of any financial plan, and we walk with our clients through the complex insurance landscape.
Who We Are
"Work Less, Live More."
Our mission is simple; support yours. We work with individual investors, business owners, and independent financial advisors across the country so that they can spend less time working and more time doing what they love.
Who We Serve
Investors
We work with investors in all stages of wealth building. From educating young savers on the basics to guiding business owners through complex challenges, our professionals have the knowledge and resources at hand to navigate you through all of life’s financial currents.
Advisors
Independence doesn’t mean alone. Our advisors have the freedom to run their business their way backed by big-firm resources. Schedule a confidential introduction with us now.
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
Latest News & Insights
Weekly Market Commentary 4/15/24
Weekly Market Commentary April 15, 2024 The Markets Inflation and geopolitics and earnings. Oh, my! It was a rough week for stock markets. “The S&P 500 closed 1.5% lower on Friday, while the Nasdaq Composite dipped 1.6%....
Weekly Market Commentary 4/8/24
Weekly Market Commentary April 08, 2024 The Markets The bull charged from October 2023 through March 2024. Last week, it took a breather. Optimistic may be the best word to describe the first quarter of 2024. From the start of...
Weekly Market Commentary 4/1/24
Weekly Market Commentary April 01, 2024 The Markets What do dieters have in common with the Federal Reserve? If you’ve ever dieted, you may be familiar with the weight-loss plateau. Many people experience steady progress. The bathroom...
It doesn't seem any rate cuts are happening until at least the fall. The Fed as always will be data dependent.
Lower movements in inflation usually bode well for market and economic returns. However, it also leads to elevated P/E levels.
Going up against tech has not been a winning strategy (whether its shorting, or not investing in tech). For the first time in a while, tech is not leading in flows. Will inflation put a dent in the tech boom?
Less home purchases and activity lead to lower investment in residentials as well. Also, higher rates have something to do with that.
Office REITS continue to struggle with the secular trend of WFH and firms not renewing leases with landlords.
