To ensure requests with tax implications are completed before year-end, all requests must be received by Freedom Advisors, in good order, by Friday, 12/6/24. Requests received after this date will be completed on a best-efforts basis and may not be completed by year-end. Please ensure your staff are aware of these timeframes and best practices to facilitate timely processing of all requests.
ABR guidance is that it is precisely times like these that have allowed investors to put money in the market, come back years later, and have more money.
The Freedom Advisors platform is an incredibly efficient cash management machine. With cash from dividends flowing into the model to the sleeves and holdings furthest from target rather than into the individual security from which it was paid, ongoing trading is seldom needed to maintain cash levels and trim out-of-tolerance model positions.
Investors Saw Similar Outcomes Last Week Across Risk Tolerances
What are the Implications of the Election for the Bond Market?
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