White Papers from Independence Advisors
Mutual Fund Landscape: 2017 Report
This report provides a summary review of the mutual fund landscape over the past year, as well as lessons to be learned from the findings.
Going Global: A Look at Public Company Listings
In this white paper, we look at why an investor has to look beyond any single country’s stock market and take a global approach to building a well-diversified portfolio.
Wealth Preservation for Anesthesiologists - UPDATED JANUARY 2017!
In this eBook for anesthesiologists, we present a range of key concepts that we believe you should consider as you address your financial concerns.
Evidence-Based Investment Insights: 12 Essential Ideas for Building Wise Wealth
Are you ready to become a better investor – to enhance your understanding of the most important principles that drive the creation of wealth – without it hurting a bit?
The Anesthesiologist’s Guide to Investment Risk and Reward
In this eBook for anesthesiologists, we address the top financial concern for most successful medical professionals: analyzing the relationship between risk and return.
Quantifying Your Advisor’s Value
What is an advisor truly worth? Vanguard’s industry leading research quantifies the benefits that advisors add to client relationships.
Mutual Fund Performance Report 2015
The data is clear: Active mutual funds systematically fail to beat their benchmarks.
An Estate Planning Overview for Families
With the right people and processes in place, it’s not only possible, but not as challenging as you might think to achieve and sustain a meaningful estate plan. We'll help you take the journey one step at a time.
& Your Top 10 Tax Strategies
Most of us lead busy lives and must juggle multiple priorities and demands on our time. However, at the end of the day, each of us is the chief executive officer for our family, responsible for making the decisions that will determine whether we will...
Taking a Comprehensive
Approach to Your Financial Life
Money means different things to different people. Each of us has different dreams. You may want to achieve financial freedom so that you never have to work again—even if you plan on working the rest of your life. You many want to make...
The Value of Independent Corporate Trustee Services
Independence. The word can mean different things to different people. But when it comes to trust services, the definition becomes even more unclear and with higher stakes. Most people who look for someone to manage a trust depend upon...
We'll Help You Achieve Freedom From Financial Worry.
With our team on your side, you can be confident that you're getting only the advice and guidance that will best enable you to fulfill your financial and personal goals.