Financial Planning

October 1, 2021

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

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 […]
February 5, 2019

Consider the Alternative. I did.

Message from Bob Dalzell
September 7, 2018

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 […]
April 5, 2017

Financial Market Analysis: Q1 2017

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 […]
May 18, 2016

Do You Know Who Your Beneficiaries Are?

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 […]