In This Issue:

Important Tax Information and Contribution Deadlines

Updated Periodic Table of Asset Class Returns

Now updated through Q4 2024, use this table with clients to illustrate return characteristics of asset classes over time.

Investing Q&A Series

Q: How can we invest for my 70-year-old client asking for 7% after-tax monthly income, which can come in part from principal so long as she doesn’t run out of money?

Did You Know?

Custodian forms change frequently so don't save forms to your computer. Always access the latest forms on our platform Support Center, which you can link to on any of the Service tabs or in the Chat popup lower right on every screen.

Munis Fair and (After-Tax) Attractive

The Freedom Advisors investment team met with JPMorgan Asset Management for an in-depth discussion on the current tax-exempt fixed income landscape.

Markets on Edge over Interest Rates, Tariffs

What is the Market’s Outlook on Tariffs? How is the Macro Environment Shifting in the UK?

Pause for Longer as Inflation Progress Stalls

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.