Factor Rotation: A Critical Moment to Reassess Portfolio Allocations
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The Dispatch

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

In This Issue:

  • Commentary   |   The Impact of Expected Tariffs on the U.S. Economy
  • Taxes   |   Important Tax Information and Contribution Deadlines
  • Commentary   |   Factor Rotation: A Critical Moment to Reassess Portfolio Allocations
  • Did You Know?   |   There is account paperwork for many of the account types not available in the new accounts tool, located in the Support Center.
  • STATE OF THE MARKETS   |   High Volatility Continues for Balanced Portfolios
  • INSIGHTS   |   Explore Our Investment Insights Center

dispatch-commentary-tariffs-20250318

The Impact of Expected Tariffs on the U.S. Economy

This commentary examines the economic consequences and industry-specific impacts of tariffs, drawing from historical cases and empirical studies.

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dispatch-tax-info-2025

Important Tax Information and Contribution Deadlines

Contribution Deadlines for 2024 & Tax Documents Delivery Schedule

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Factor Rotation: A Critical Moment to Reassess Portfolio Allocations

Advisors should proactively reassess portfolio allocations to ensure they are not simply reflecting past winners, but instead strategically positioned for what lies ahead.

Read More
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Did You Know?

Did You Know? There is account paperwork for many of the account types not available in the new accounts tool, located in the Support Center, which you can link to on any of the Service tabs or in the Chat popup lower right on every screen. 

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High Volatility Continues for Balanced Portfolios

What are the Takeaways from the Most Recent Fed Meeting? What is Driving the Divide in U.S. and European Stocks this Year?

Read More
dispatch-iic-20250310

Explore Our Investment Insights Center

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

Read More

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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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