In This Issue:

Markets Look Forward. So Should Investors.

Investors should remember that when there is real economic uncertainty and information is changing rapidly, volatility is a sign that markets are functioning.

Fixed income remains key to long-term diversification

Bonds play a vital role in portfolios by providing stability and generating attractive yields, especially in uncertain market conditions.

Did You Know?

You can send Qualified Charitable Distributions directly to the charity of your choice. As you are completing the IRA Distribution Form, enter the charity address in the space provided and the check will be sent directly to the charity.

Four Potential Tax Changes to Keep Your Eye On

The Tax Cuts and Jobs Act (TCJA) has many provisions that may expire in 2025. Here are proactive strategies to help mitigate some of the impact.

Market Recovery Offers Reprieve Amid Volatility

What Asset Classes Are Weathering the Current Volatility? What did Q1 Financials Earnings Reveal About the Trajectory of the Economy?

Market Performance Review and Asset Allocation Outlook April 2025

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.