Blog

October 1, 2021
Grady Gaynor

How Baseball Influenced Indie Asset Partners’ CEO, Grady Gaynor

Born and raised in the Midwest, Grady Gaynor was a Cincinnati Reds fan from an early age. “Growing up, that was one of the few things we […]
June 4, 2021
Bobby Dalzell

The Best View of the Biggest Race in the World, but No Seats

Risk management is a critical element of wealth management, and that same element carries over into our own Bobby Dalzell’s other job each Memorial Day weekend […]
August 12, 2020

Podcast: What is a Family Office?

What is a Family Office?  On March 13, 2020, Kevin Alerding, Indie Asset Partners’ Director, Family Office, was interviewed on the podcast, Defenders of Business Value to answer […]
March 18, 2020

What investors should know about Black Swans and Pandemics

On Friday, March 6th, I left the office to meet with clients across the nation. By the time I arrived home a week later, our world […]
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 […]