Research Reports

The IFP Investment Advisory Group meet twice annually to provide financial direction and commentary which are share in the reports below.

Time To Recalibrate

2019 will be about revisiting our clients approach to risk

View Time To Recalibrate

The current, record long bull market has offered investors strong annualized returns with relatively low overall downside volatility. The end of 2018 served as a reminder to all that despite a relatively healthy underlying U.S. economy, unexpected volatility can cause markets to occasionally come off their tracks quickly and with little warning. Read More


Mid-Year 2016 Investment Advisory Group Commentary

The past year has marked the return of volatility to capital markets, and perhaps more importantly, an end to the "bullishness in complacency" that we have seen throughout most of the current bull market.

View Mid-Year 2016 Report

Investors today are faced with a greater deal of uncertainty and, for better or worse, unprecedented global monetary policy continues to be the main driver of markets around the world. Read More


Fall 2015 Investment Advisory Group Commentary

As we attempt to navigate through increasingly volatile markets, sound financial planning coupled with outside-the-box thinking will be more important than ever.

View Fall 2015 Report

While improving economic fundamentals in the U.S. have the Fed looking to raise rates, global deflationary pressures have caused them to delay liftoff. Read More


Spring 2015 Investment Advisory Group Commentary

As economies across the globe move into or out of quantitative easing, the ripple effects are coming ashore for investors.

View Spring 2015 Report

The primary investment related themes of the recent Independence Financial Investment Advisory Group meeting center on preserveing assets from the eventual slowing of U.S. equity markets while potentially gaining exposure to new opportunities outside of the U.S. Depending on each investor's risk profile and investment horizon, each theme may play more or less significant a role. Read More

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.



We strive to help clients grow and preserve their investments and businesses
through genuine partnership and deep expertise.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067

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