Insights from Dimensional, Swan, Virtus & PIMCO | 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:

  • Taxes   |   Important Tax Information and Contribution Deadlines
  • Dimensional Fund Advisors   |   Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs
  • PIMCO   |   Seeking Stability
  • Swan Global Investments   |   The Case for Active Management of Hedged Equity
  • Did You Know?   |   You can access specific security transactions by filtering the Transactions tab in any account. transactions for that specific security.
  • Virtus Investment Partners   |   Real Estate: Are You in It?
  • STATE OF THE MARKETS   |   Equities Rebound as Extreme Volatility Continues
  • INSIGHTS   |   Quarterly Commentary Q1 2025

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Important Tax Information and Contribution Deadlines

Contribution Deadlines for 2024 & Tax Documents Delivery Schedule

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Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs

Investing, like a roller coaster, has its ups and downs. One minute you’re climbing higher and the next a sudden decline makes your stomach drop. A few reminders can help investors to relax amid the turbulence.

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Seeking Stability

Prioritizing high-quality, stable investments and global diversification is vital.

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The Case for Active Management of Hedged Equity

Passive hedged equity strategies may leave investors unprotected in bear markets, yet cap much of their upside in bull markets. An active management approach to hedged equity may better position investors to purse growth while mitigating bear market losses.

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Did You Know?

You can access specific security transactions by filtering the Transactions tab in any account. Change "Latest Transactions For" from "L365" to "All" and click the "Filter On" icon (dark funnel) in the upper right corner and type the ticker in the "Symbol" column to view all transactions for that specific security.

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Real Estate: Are You in It?

Over the long-term, U.S. public real estate performance beats stocks, bonds, and commodities.

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Equities Rebound as Extreme Volatility Continues

How Have Safe Haven Assets Performed During the Market Turmoil? What is the Outlook for Inflation?

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Quarterly Commentary Q1 2025

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.

 

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