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 […]
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 […]
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 […]
Our Q1 financial market analysis finds the stock market having charged through the 20,000 mark on the Dow Jones Industrial Average in January and eventually making it […]
Recently married? Divorced? Had a child? Events which change your personal life may also need to be reflected in areas of your financial life. Make sure […]