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

Month: April 2016

April 25, 2016  |  

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

Have you ever entered a contest or a raffle where the fine print reads: “Must be present to win”? Of course being there won’t guarantee you’ll take home the grand prize, but there’s one thing you know for sure: If you sit on your hands, safe at home, they will undoubtedly remain empty. The markets are a lot like that too, or so the evidence has indicated so far. Market returns have often been delivered […]

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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, but when it comes to insurance, don’t just set it and forget it!  Here’s why. The Questions After almost 30 […]

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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 globe. Not only does this lead to a richer way of thinking about the world, but the evidence remains compelling […]

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April 13, 2016  |  

Is Now a Good Time To Be in the Market?

Ever since we founded Independence Advisors, we have been committed to serving as an independent voice. We are proud to question the status quo whenever that’s what it takes to serve our clients’ best financial interests. That said, we’ve also long enjoyed collaborating with anyone whose wealth management missions complement our own. The more often we can join with others to speak in a unified voice about investors’ highest interests, the more effectively we can […]

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