Research Reports

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

2019 will be about revisiting our clients approach to risk

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

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.

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

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

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

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

The primary investment related themes of the recent Independence Financial Investment Advisory Group meeting center on preserving 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