Resources from Independence Advisors
Mutual Fund Landscape: 2018 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.
Guide to Fly Fishing Yellowstone Country
Once an angler gets to know a bit about the flies that fish feed on, the other pieces of the puzzle fall into place. For the rivers of Yellowstone in September, you’ll find everything you need to know in this guide.
Pursuing a Better Investment Experience
In this white paper, we lay out the key principles to improve your odds of success through market dips and swings.
Want to Improve Your Investment Results? Rely on the Evidence
For a better investment experience, rely on the evidence. Here is how to get started.
The Periodic Table of Investment Returns
Learn more about the Callan Periodic Table of Investment Returns and how to apply the insights found in it to successful investing.
Wealth Management Risk & Reward
In this video, you'll learn the risk/reward differences between growth stocks and value stocks, and how to 'tilt' your portfolio to optimize your risk vs. reward ratio.
Optimize Your Risk vs. Reward Ratio
In the second part of our Wealth Management Risk & Reward series, we assess how the different risk factors for premiums that drive market returns perform over time.
Evidence-Based Investing Insights Part 1: Market Pricing
In the first video of our Evidence Based Investing series, you will learn about market pricing, and why academic research has shown that the market does a far better job forecasting prices than any one individual can do.
Evidence-Based Investing Insights Part 2: Diversity
In the second part of our Evidence Based Investing series, we explain the importance and benefits of global diversification in your portfolio.
Evidence-Based Investing Insights Part 3: Return Factors
In this video, you will learn about market returns and the factors that drive them. We explain the difference between returns from bonds and stocks as well as the benefits/risks of both.
Evidence-Based Investing Insights Part 4: Behavior
In the final video of our Evidence Based Investing series, we explore human behaviors and natural reactions to market volatility and explain why these natural habits are not always a good thing when managing your portfolio.
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
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.
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.
Wealth Management & 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...