What does the shift in volatility mean for portfolios? An interview with ABR's Taylor Lukof
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The Dispatch

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

In This Issue:

  • Reorg Alert   |   Yandex is Now Nebius; Light at the End of the Tunnel!
  • Insights   |   Have return expectations for small cap changed?
  • Manager Spotlight   |   What does the shift in volatility mean for portfolios? An interview with ABR's Taylor Lukof
  • STATE OF THE MARKETS   |   Dovish Remarks from Fed Chair Jerome Powell Sparked Broad Rally
  • Did You Know?   |   Outgoing transfer paperwork needs to be sent directly to the custodian.
  • MODEL SPOTLIGHT   |   Small Cap Strategies to Consider
  • INSIGHTS   |   Explore Our Investment Insights Center

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Yandex is Now Nebius; Light at the End of the Tunnel!

Once NBIS resumes trading, we will first have our investment team evaluate the price versus enterprise value, and then expect to liquidate it from all accounts and re-invest the proceeds into the account’s investment model(s). 

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Have return expectations for small cap changed?

Wes Crill from Dimensional dispels some notions around why the small cap premium seems to be disappearing and reminds investors to stay the course.

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What does the shift in volatility mean for portfolios?

In this video (10:11), Taylor Lukof of ABR Dynamic Funds discusses the volatility markets in early August and how advisors can assess the market landscape and incorporate volatility into their client portfolios.

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Dovish Remarks from Fed Chair Jerome Powell Sparked Broad Rally

What did the Jackson Hole Meeting Reveal About the Fed’s Intentions? What is the Outlook for the Classic 60/40 Portfolio?

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Did You Know?

Outgoing transfer paperwork needs to be sent directly to the custodian.

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Small Cap Strategies to Consider

Small Cap strategies have seen some meaningful moves this year and several small cap managers in the core, growth and value segments are available on the Freedom Advisors platform.

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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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