On a Humbling and Priceless Gift

Author: Independence Advisors

July 1, 2020  |  

On a Humbling and Priceless Gift

How Following your Heart and Taking Risks can Transform your Life Millions of people in the world are used to Western privilege with its opportunities, resources, money, and the best medical care. In fact, there can even be a sense of entitlement. Yet millions more are born into a level of poverty that we cannot […]

June 17, 2020  |  

Shifting Challenges in the German Market

Striving to Make Germany a Better Place for Investors For many years, German banker, Christoph Kanzler, has been leading the charge in creating a greater distribution of wealth and equal opportunities for the people of Germany. With so much information to share about the added value of free markets, he believes everyone has a right […]

June 3, 2020  |  

Family Conversations About Wealth Transfer

Why it is Essential to Discuss the Transfer of Wealth For many generations, people were brought up not to talk about money. But if you’ve accumulated wealth that you want to leave to your family, it is essential to break through those barriers and start communicating. In this episode, Jane Scaccetti, CPA and CEO of […]

May 27, 2020  |  

Leading Businesses Through Crisis

Four Factors that are Crucial to Protecting your Business There’s no doubt that the world is experiencing a significant level of stress as it battles Covid-19. Not only are businesses and employees concerned about their financial situations moving forward, there is an added layer of fright about health and the soaring number of global deaths. […]

May 6, 2020  |  

From Coal to Diamonds

With Covid-19 wreaking havoc on all aspects of life around the globe, we are facing financial uncertainty of epic proportions. Previous estate planning might be — or at least appear to be — out the window and the pressure of a volatile market leaves us wondering what’s next.

May 6, 2020  |  

The Financial Implications of COVID-19

With the world gripped by fear as COVID-19 wreaks havoc on our lives and the economy, investors are particularly anxious and wondering what to do. With the added element of concern for the health and safety of ourselves and our loved ones, this emotionally-charged situation makes financial decisions even trickier. In this inspiring episode, Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors, looks back on previous historic financial crises and how they offer hope as we move through uncharted territory.