WELCOME TO
INDEPENDENCE SQUARE
THE DIRECTION OF
YOUR FUTURE
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, with access to industry-high payouts and 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.
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Latest News & Insights
Weekly Market Commentary 8/15/2022
Weekly Market Commentary August 15, 2022 The Markets Rally caps were waving. In recent weeks, investors have embraced the idea that economic data will persuade the Federal Reserve to slow the pace of rate hikes. Last week’s inflation...
Weekly Market Commentary 8/8/2022
Weekly Market Commentary August 08, 2022 The Markets The strength of the United States economy continues to surprise. If you have ever been camping, you may have banked your campfire by covering the hot coals with ash....
Weekly Market Commentary 8/1/2022
Weekly Market Commentary August 01, 2022 The Markets Investors thought they heard a dovish note from the Federal Reserve and markets rallied. Last week, we learned from the Bureau of Economic Analysis (BEA) that economic growth in the United States...
Really solid article here about the market and economy from Ben Carlson's radio interview this past week. The burning question is... Is a soft landing possible? Only time will tell! It's a very delicate needle to thread!
https://awealthofcommonsense.com/2022/08/6-questions-about-the-market-the-economy/
This is tiny reversal to the down side, growth is trying to take back a long term mantle from value after value had a nice run for a bit.
ZH nailed it here. Solid article. Lots of great data from cash levels to investor sentiment. @jgrim375 @cgrobes @RichardCatanese @greenbackzach
"Mood No Longer Apocalyptic": Wall Street's Most Accurate Strategist Says Start Shorting S&P Now
BofA's Michael Hartnett, the most accurate strategist on Wall Street who one month ago called the meltup, has a simple message: fade SPX >4328...
www.zerohedge.com
Leading Indicators combined with near term yield spreads are flashing a potential recession. Confidence across the board has been weak.
US Large and Small Caps stormed back in July. Amazing still how after a strong commodity pullback, commodities are still up 23.5% this year and in the second chair the US Dollar.
