A Letter from the desk of the CIO

1st Quarter 2021 Capital Market Assumptions1 Every year we make it a priority to review the JPMorgan Capital Market Assumptions and use it as a reference point in helping us formulate asset allocation decisions. Capital Market Assumptions (CMA) are meant to be used...

5 Signs Your Website is Outdated

We see and review quite a bit of websites throughout the work we do. Your website can be one of your biggest drivers for gaining new clients. However, you only have a few milliseconds (.05 seconds) to capture a user’s attention before they judge your website. On...

IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION

Tampa, FL, October 14, 2020 – Independent Financial Partners (IFP) in Tampa, FL is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary...

Partnership is Scale

Having now spent over 20 years within financial services, it has become evident that we love our industry buzzwords! They are thrown around so much that they are often used incorrectly and have come to describe generalities in conversation.  The #1 offender is...