Independence Wealth Partners

08/27/2026

The JPMorgan Chase CEO said the threat of Iran must be addressed while economic risks from prolonged conflict remain.

08/20/2026

A merely bad outlook might be good enough for the markets, New York Times columnist Jeff Sommer says.

08/13/2026

08/06/2026

Side hustles have become part of family life. Here are four ways to balance your side hustle with your family needs.

07/30/2026

Learn how emotional maturity drives smarter decisions, reduces friction and scales your business without breaking under the pressure of growth.

07/23/2026

Most paid preparers aren’t subject to any licensing or competency standards. A new bipartisan bill tightens enforcement against bad preparers, but wouldn't regulate the industry

07/16/2026

"State of the State… And so, with the grand ambition to occasionally act as a lighthouse for our beloved clients and colleagues, today we set out to offer a similar perspective. You see, in a world filled with partisan news, skewed stories, half-truths, and more hyperbole than we think reasonable,...

07/09/2026

Strategic family philanthropy requires more than good intentions. Learn how a family giving plan and clear framework strengthen impact and prevent reactive giving.

07/02/2026

Vermont, Washington state, and Minnesota score well when it comes to retiree healthcare. What else to know.

06/25/2026

If you have a will, and perhaps a trust, you’ve taken the first steps in the process of estate planning. And while those legal instruments may be sufficient for some people, owners of closely-held businesses need to continue the process.