In This Issue:

Bring Your Most-Used Models to the Top in the Model Center

Simplify your workflow by using the "Favorite" feature. In the Model Center, just click the star icon next to any model to mark it as a favorite. You can then easily sort your favorites by clicking the "Fav" header, bringing your most-used models right to the top of the list.

Which of the EQIS ETF and UMA Models Best Suit Your Clients’ Needs?

Updated brochures for the EQIS ETF and UMA Models are available in the platform Resource Center. These quickly show the strengths and differences in the investment processes for the various models, so you can understand the use cases that best fit your clients. For a deeper dive into the EQIS models, please reference the in-depth resources available in the platform Model Center.

Investors in Cash at Risk on the Precipice of Fed Easing

Investors in Cash Vehicles at Risk of Not Locking in Rates 

Did You Know?

You can quickly see if an account has a bank link on file by going to the account and clicking on Settings.

Markets Rally with Rate Cuts Expected

What does the August CPI Data Mean for the Upcoming Fed Meeting? How does the Outlook for the ECB Compare to the Fed? 

NEW RESEARCH: Ironwood Small Cap Core is an Intriguing Strategy that may be Positioned to Benefit from Falling Interest Rates

The Ironwood Small Cap Core model has an actively managed, bottom-up investment approach focused on identifying high-quality companies, leveraging a blend of quantitative and qualitative analysis, industry contacts, and in-depth management evaluations. With a disciplined, risk-aware approach and low annual portfolio turnover, the strategy aims to maximize long-term returns by capitalizing on market opportunities while maintaining a diversified, well-balanced portfolio. Read the manager’s perspective on current market conditions and the opportunities for small caps here or in the Investment Insights Center.

Advisory services offered through registered investment adviser Freedom Investment Management, Inc. ("Freedom"). Freedom does not provide tax or legal advice. The representations and opinions herein are the opinions and views of Freedom. Other sources may be available which contradict Freedom’s opinion, process, and methodology. This information should not be relied upon as investment advice.

Freedom does not approve or otherwise endorse the information contained in links to third-party sources. Freedom is not affiliated with the providers of third-party information and is not responsible for the accuracy of the information contained therein.

For financial professional use only. Not for client distribution.