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 10/14/24
Weekly Market Commentary October 14, 2024 The Markets There was a lot to celebrate last week! The Standard & Poor’s 500 Index closed above 5,800 for the first time—and that’s not all. The Dow Jones Industrial Average...
Weekly Market Commentary 10/08/24
Weekly Market Commentary October 07, 2024 The Markets Living the realities of risk and reward. Asset allocation is important because it helps investors manage the risk and rewards of investing. In general, investments have different levels of risk and the...
4Q2024 Investor Letter
Investors & Friends, Here in this first week in October, the velocity of news from home and abroad kicked up several gears as flooding decimated parts of Appalachia, the escalating conflict in the Middle East threatened to further draw in...
Then a chart that helps alleviate the previous tweet. Margin debt is not stretched. Does that mean managers are using that massive pile of Money Market funds thats up near $7T??
This is an important contarian indicator. HOWEVER, during the tech bubble, cash was high and the market got beat up. So by no means a fail safe, but cash is low in Active Managers portfolios currently.
The VC market is as dead as a doornail. After a massive 2021 boom, with the most aggressive hiking campaign in 4 decades, the industry has come to a halt. Zombie funds now are on the rise. Not a good sign when these companies go bankrupt.
https://wolfstreet.com/2024/10/14/venture-capital-slammed-by-fed-tightening-exits-blocked-after-ipos-spacs-collapsed-distributions-at-financial-crisis-lows/
This is one of the best charts I have seen. A picture tells everything we need to know. Stick to your long term plan.
Not the statistic PE or VC wanted to see. Especially with all of this dry powder on the sidelines.
