In This Issue:

Updated Periodic Table of Asset Class Returns

Now updated through Q1 2025, use this table with clients to illustrate return characteristics of asset classes over time.

Cybersecurity: A Durable Growth Story in a Digital Age

As client portfolios adapt to long-term digital trends, cybersecurity stands out as a high-conviction theme worth serious consideration.

Tariffs: What’s next for stocks, bonds and the dollar?

Markets will likely continue to gyrate based on the developments of tariff negotiations, as well as the evolution of U.S. monetary and fiscal policy.

Did You Know?

You can submit RMD requests right on the platform if you have LPOA for disbursement and no longer need to submit a form. Go to the account, click on the Other Service tab, then on See Other Request Types, then on Disburse RMD: Non-Taxable Accounts, and fill out the popup form. We will compare the custodian's RMD calculation against any distributions already made this year, raise cash as needed, and process the distribution per your instructions.

Markets Tread Water for the Week

How did the US Economy Perform in Q1? What are the Takeaways from Q1 Earnings Season?

Dimensional Fund Advisors: Markets Look Forward. So Should Investors.

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.