99 Years of History Helps Clients Maintain Perspective, Which Models Shift with the Trends?
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The Dispatch

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

In This Issue:

  • Taxes   |   Important Tax Information and Contribution Deadlines
  • Reminder   |   Update Your Bookmark! Time is Running Out!
  • Global X Thematic   |   Should All Growth Investors Own This?
  • Investing Q&A Series   |   Which models shift with the trends and have proven success?
  • Did You Know?   |   You can access monthly billing statements in your Documents vault.
  • Insights   |   Pause for Longer as Inflation Progress Stalls
  • STATE OF THE MARKETS   |   Tariff Worries Resulted in Sudden Risk-Off Shift in Market Sentiment
  • INSIGHTS   |   99 Years of History Helps Clients Maintain Perspective With This Visual

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Important Tax Information and Contribution Deadlines

Contribution Deadlines for 2024 & Tax Documents Delivery Schedule

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Update Your Bookmark! Time is Running Out!

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.

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Should All Growth Investors Own Global X Equity Thematic Disruptors?

This popular model invests in a diverse range of themes that largely focus on disruptive technology, targeting companies that may be poised to benefit from structural shifts in technology, people and demographics, and infrastructure development.

  • Thematic Adoption Menu
  • Equity Thematic Disruptors
  • Global X ETF Model Portfolios
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Investing Q&A Series

Q: I do not want to try myself to decide when and how to invest in hot trends but I want my clients to know I have positioned them to benefit, so what are the best models in which our clients will participate over time in the hottest trends, where the managers of the models shift with the trends and have proven success?

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Did You Know?

You can access monthly billing statements in your Documents vault, along with other documents, by going to Contacts > Non-Customer Contacts and clicking on your name.

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Pause for Longer as Inflation Progress Stalls

Locking in a lower rate for a few months compared to remaining in money market funds, despite comparable yields, can pay off over the long run, especially if we see a drop in short-term rates over the next couple years as implied by market pricing.

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Tariff Worries Resulted in Sudden Risk-Off Shift in Market Sentiment

What did the Fed Meeting Reveal About the Path of Interest Rates? What Triggered the Sudden Tech Selloff?

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99 Years of History Helps Clients Maintain Perspective With This Visual

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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