In This Issue:

Why Consider Real Estate in Your Portfolio Allocation?

Real assets, including real estate and infrastructure, combine equity-like growth opportunities with bond-like income stability. This dual characteristic offers compelling advantages, especially in today’s environment of economic uncertainty and fluctuating interest rates.

A Time and Place for Small Cap Equities

Nuveen: With their potential for strong long-term earnings growth and total returns, small caps have earned a place as a strategic equity component of diversified portfolios.

Did You Know?

You can fully automate ongoing investments or withdrawals. Whether adding or withdrawing from an account, if it’s on a schedule over time, it can be completely automated from the investment orders to the custodial cash movement.

Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock

We had the pleasure of meeting with Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, to explore the firm's 2025 outlook for thematic investing. We cover opportunities and key considerations for incorporating thematic exposure into your portfolio.

S&P 500 Hits Another Record High, Boosting Weekly Returns for Aggressive Investors

Do Small Cap Stocks Present a Compelling Investment Opportunity? What is the Impact of Trying to Time the Market?

Update Your Bookmarks!

Make sure you have bookmarked portal.freedomadvisors.com so you are always accessing the platform directly. Redirects via our old login pages will be going away soon.

Updated Periodic Table of Asset Class Returns

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

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.

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