Blog
June 4, 2021
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
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
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 […]
January 9, 2019
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
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
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
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
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 […]