Balanced Portfolios Enjoyed Healthy Bump Following CPI Data
͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ 
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The Dispatch

Keeping you informed on the markets, trends and how Freedom Advisors is serving you.

In This Issue:

  • Insights   |   Massive Market Rotation Following June CPI Decline
  • Enhancements   |   Are You Using the Sleeve Performance Report?
  • Commentary   |   Q2 2024 Investment Commentary
  • Did You Know?   |   You can filter the Transactions tab to view all deposits/withdrawals.
  • MANAGERS & MODELS   |   Zacks Core ETF Models
  • STATE OF THE MARKETS   |   Balanced Portfolios Enjoyed Healthy Bump
  • INSIGHTS   |   Explore Our Investment Insights Center

dispatch-insights-20240712

Massive Market Rotation Following June CPI Decline

Following the first drop in prices in four years, the market response was immediate with U.S. equities undergoing a massive rotation from mega-cap technology growth stocks to small cap and value stocks. What should you do now?

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dispatch-sleeve-allocation

Are You Using the Sleeve Performance Report?

The Sleeve Performance Report (new name of Manager Allocation Summary Report) now let’s you choose up to five time periods from MTD, QTD, YTD, Since Inception, Overnight, Last 7 Days, Last 3 Year, and Last 5 Years.

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dispatch-commentary-2024q2

Q2 2024 Investment Commentary

Following a strong cycle of post-pandemic spending from U.S. consumers, businesses, and the government, is the U.S. about to hit the pause button on economic growth?

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dispatch-filter-transactions

Did You Know?

You can filter the Transactions tab to view all deposits/withdrawals in an account since inception. Change "Latest Transactions For" from "L365" to "All" and click the "Filter On" icon (dark funnel) in the upper right corner of the table and filter the "Activity" column to show only deposits, withdrawals, or any relevant activity type you are looking for.

dispatch-zacks-foreign-stocks

Seeking Diversification and Growth? Explore Zacks Core ETF Models!

For investors seeking a diversified, cost-effective, and long-term growth strategy, the Zacks Core ETF models offer a compelling option.

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dispatch-market-update-1

Balanced Portfolios Enjoyed Healthy Bump Following CPI Data

What did the June CPI Report Reveal for the Fed? Which Defense Companies Are Benefiting from Geopolitical Instability?

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dispatch-iic-202406

Explore Our Investment Insights Center

See the latest up-to-date thinking and insights from our money managers on the Freedom Advisors platform.

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See The Dispatch Archive ➝


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