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INDEPENDENCE SQUARE
WE INVEST IN YOU
$1.8B+
Assets Under Management
2,800+
Clients
37
Advisors
Wealth Management
Whether you’re saving for retirement, growing a business, or managing a significant life event, our advisors provide comprehensive wealth management and financial planning tailored to your goals.
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. We walk our clients through the complex insurance landscape.
Our mission is simple; support yours.
We work with individual investors, business owners, and independent financial advisors nationwide so our clients can spend less time managing their finances and more time doing what they love.
Latest News & Insights
Weekly Market Commentary – March 23, 2026
Weekly Market Commentary March 23, 2026 The Markets The interest rate outlook shifted. Last week, central banks around the globe met to set policy rates. While most chose to leave rates unchanged, many expressed concern about the potential economic consequences…
Weekly Market Commentary – March 16, 2026
Weekly Market Commentary March 16, 2026 The Markets Stagflation worries rise. Over the past couple of weeks, the term stagflation has been popping up a lot. The United States experienced stagflation, which is a combination of high inflation, slow economic…
Weekly Market Commentary – March 9, 2026
Weekly Market Commentary March 09, 2026 The Markets Energy disruptions, rising prices, and a weak jobs report cloud the economic outlook. It would take a lot more space than we have here to discuss everything that happened…
Zachary Mineur in MarketWatch: Choosing Between CDs, Bonds, and Money Markets
Zachary Mineur, CFA, CFP®, Chief Investment Officer of Independence Square Advisors, was quoted in MarketWatch Picks discussing who should — and shouldn’t — consider certificates of deposit in the current rate environment. Zach’s contribution offered a framework for matching savings…
Where We Are
Independence Square Advisors is an SEC Registered Investment Advisor serving clients across the country.
This is positive for the market as returns are being driven by Earnings and dividends instead of valuation.
This is a very short time frame, but are these the early stages of stagflation? Time will tell!
During inflation and global shocks to the system - an unfortunate correlation of stocks and bonds puts a 60/40 at risk.
Here comes Claude. Anthropic catching up big time.
Seems normal.....
