Blog

February 5, 2019

Consider the Alternative. I did.

Message from Bob Dalzell
January 9, 2019

Indie Asset Partners Welcomes Robert J. Dalzell, Certified Wealth Strategist®

Indie Asset Partners is pleased to announce the addition of new team member Robert J. Dalzell.  Bobby is a Certified Wealth Strategist ®, and is joining […]
November 13, 2018

My Investment Account is Only Down 18% Is That Good?

There has to be some way to evaluate how well your investment account is performing. One way to do this is to compare the performance of […]
September 7, 2018
Old Trusts

What Should I Do With This Old Trust?

When I started practicing law in 1995, the federal estate tax exemption amount was $600,000. That was the amount of property that a person could pass […]
July 12, 2018
alternative investments

Consider Alternative Investments

Jay Brammer is the Chairman & Chief Investment Officer of Indie Asset Partners and I have had the pleasure of working with him for the past […]
June 13, 2018
Family Office

Thanks, Dad. You Can Go Now: How to Bring a Child into the Family Business

A few years ago, my former colleagues and I hosted a discussion on the topic of How to Bring a Child into the Family Business. The […]
June 13, 2018

Kevin Alerding Presents at Representing Indiana Businesses Seminar

Indie Asset Partner’s Director of Family Office, Kevin Alerding, presented at the Representing Indiana Business Seminar on Business Exit Planning. You can access the content of […]
May 3, 2018

The Benefits of Family Office Services

Some families have business interests that are so vast that the family could easily keep a team of bookkeepers and accountants busy full-time. These families also […]
February 7, 2018
financial market update

Financial Markets Update: “Records Are Meant to Be Broken”

I am sure many have heard the phrase “records are meant to be broken”. When I was growing up, I remember following my Cincinnati Reds’ Pete […]