In This Issue:

Happy Holidays from Freedom Advisors!

As you take time away from your practice to be with family and friends this holiday season, we want you to know that while many members of your Freedom Advisors team will be doing the same, we are here in case you need us.

Our holiday hours:

• Tuesday, Dec 31 – 6:00am – 1:00pm PT
• Wednesday, Jan 1 – Closed

From all of us at Freedom Advisors, we wish you a season filled with joy, gratitude, and cherished moments. Thank you for being a valued part of our community this year. Here’s to a bright and successful year ahead!

Preparing Portfolios for 2025

As you prepare to best position client portfolios for 2025, consider the insights of 4 of our largest investment manager partners who have deep research resources and proven analytics capabilities.

• BlackRock - Near Term Assessment and 2025 Outlook
• Avantis - What Today's Valuations Are Telling Investors
• Invesco - Major Forces Driving Markets From New Administration
• J. P. Morgan - 2025 Investment Outlook

Investing Q&A Series

Q: How do I convince clients that leaving long-term investment funds in cash is risky?

Did You Know?

We can debit an account for the fees of another account. For example, in some cases there are tax advantages to paying IRA fees from a taxable account. We can set that to happen automatically each month.

Neuberger Berman 2025 Outlook

Insights from Neuberger Berman for the year ahead.

Portfolios Gave Up Some Weekly Gains with Tech Selloff

What Risky Emerging Economy Paid off for Investors in 2024? What is the Outlook for Central Banks in 2025?

Capital Group 2025 Outlook

Long-term perspective on markets and economies.

Update Your Bookmark!

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.

Explore Our Investment Insights Center

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.

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.