How Do I Handle the Ups and Downs in the Market?

Month: April 2016

April 21, 2016  |  

Insurance – Don’t Set It and Forget It

Key Takeaways: People change over time and so their insurance needs change too. Insurance policy expenses and their underlying crediting rates can change over time Periodic insurance policy reviews are critical. Remember Ronco founder, Ron Popeil’s, signature tagline for his famous rotisserie oven– “Set it and forget it”?   That might be fine for cooking convenience, […]

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April 18, 2016  |  

Why Should We Invest Internationally?

In a recent post, we introduced a helpful new Dimensional Fund Advisors video series that answers some of investors’ top-of-mind questions. The series features our own advice, as well as advice from other like-minded wealth managers across the country. At Independence Advisors, we are big on spreading both our creative and financial capital around the […]

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