5 Charts to Help You Navigate Tariffs | Important Tax Information and Contribution Deadlines
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The Dispatch

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

In This Issue:

  • BlackRock   |   BlackRock's Retirement Window: Navigating Uncertainty
  • Commentary   |   Freedom Investment Commentary
  • Capital Group   |   Understanding Tariffs: 5 Charts to Help You Navigate
  • WestEnd Advisors   |   May You Invest in Interesting Times
  • Taxes   |   Important Tax Information and Contribution Deadlines
  • Did You Know?   |   Schedule a call with any of us any time convenient for you. Click on our calendar in prior emails or send a quick Chat.
  • STATE OF THE MARKETS   |   Tariff Worries Hammer Risk Assets
  • INSIGHTS   |   Factor Rotation: A Critical Moment to Reassess Portfolio Allocations

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BlackRock's Retirement Window: Navigating Uncertainty and Making Critical Decisions

BlackRock's latest retirement paper reveals that risks like longevity, employment, health, and finances are magnified during the "Retirement Window,” ages 55-70. Read more to learn about ways individuals must manage interconnected risks across four critical areas.

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Quarterly Commentary Q1 2025

Investors are encouraged to explore hard assets like natural resources and real estate to hedge against inflation risks, in light of the higher costs that will likely result from U.S. tariffs. 

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Understanding Tariffs: 5 Charts to Help You Navigate

Capital Group economists break down what investors need to know about tariffs and the implications they could have for the economy, markets and investors.

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May You Invest in Interesting Times

Amid noisy data and policy uncertainty, WestEnd Advisors sees risk of near-term economic deceleration, but evolving growth drivers still could extend growth in the intermediate term.

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See also, WestEnd's Macroeconomic Highlights Q2 2025.

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Important Tax Information and Contribution Deadlines

Contribution Deadlines for 2024 & Tax Documents Delivery Schedule

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Did You Know?

You can schedule a call with any of us any time convenient for you. Maybe it is with a member of our Consulting team regarding investment strategy, reviewing portfolio performance or model options. Maybe it is our Service team to solve a particular immediate need or to explore ways to make it easier to do business. Click on our calendar in prior emails or send a quick request in Chat.

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Tariff Worries Hammer Risk Assets

How Have Safe Haven Assets Performed Recently? How Have Protectionist Policies Affected Other Economies?

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Factor Rotation: A Critical Moment to Reassess Portfolio Allocations

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

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See The Dispatch Archive ➝


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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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