Investing Q&A Series: How do I invest in active fixed income pursuing the optimal medium-term portfolio?
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The Dispatch

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

In This Issue:

  • Making It Easier to do Business   |   Enhanced Benchmarking Capabilities: Elevating Performance Insights for Advisors
  • Investing Q&A Series   |   How do I invest in active fixed income?
  • Now Available   |   Updated Models Returns
  • Did You Know?   |   You can easily compare returns of models in the Model Center.
  • STATE OF THE MARKETS   |   Fatigued Markets See Losses Across All Risk Tolerances for the Week
  • Manager Spotlight   |   DWS
  • Reminder   |   Update Your Bookmarks!
  • INSIGHTS   |   A Time and Place for Small Cap Equities

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Enhanced Benchmarking Capabilities: Elevating Performance Insights for Advisors

Providing a more precise and meaningful comparison, aligning benchmarks more closely with the strategies and objectives of the model portfolios.

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Investing Q&A Series

Q: Is there a way to invest in fixed income where we rely on the manager to adjust quality and duration to pursue the optimal medium-term portfolio?

Read More
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Now Available: Updated Models Returns

See how models are performing in our latest report, now available in the Freedom Advisors Resource Center and via the link below.

Read More
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Did You Know?

You can easily compare returns of models in the Model Center by clicking on the checkboxes on the left and clicking on the blue Compare Stats at the bottom. The two view choices give you asset allocation and performance.

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Fatigued Markets See Losses Across All Risk Tolerances for the Week

What is the Outlook for European Equities as the ECB Cuts Rates? What Does the Latest CPI Report Mean for the Upcoming Fed Meeting?

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Manager Spotlight: DWS

In this video (8:22), Chad Farrington of DWS discusses why now is a good opportunity to look at municipal bonds and the broader federal tax-exempt income market, as well as implications of the recent election.

Watch Now

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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.

dispatch-iic-20241216

A Time and Place for Small Cap Equities

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

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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.

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