First Trust Alternatives ETF Model is an effective diversifier. Is it time to overweight small cap stocks?
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The Dispatch

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

In This Issue:

  • WEBINARS   |   Market Performance Review and 2025 Asset Allocation Outlook
  • Taxes   |   Important Tax Information and Contribution Deadlines
  • Reminder   |   Update Your Bookmark!
  • Model Spotlight   |   Diversifier: First Trust Alternatives Model
  • Now Available   |   Updated Models Returns
  • Investing Q&A Series   |   Should I overweight small-cap stocks?
  • Did You Know?   |   You can right click and export to Excel any table view.
  • STATE OF THE MARKETS   |   Portfolios Bounce Back Across All Risk Tolerances after Rocky Start to Year
  • INSIGHTS   |   Freedom 2025 Outlook and Recommendations

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Market Performance Review and 2025 Asset Allocation Outlook

See the latest from our investment team.

Watch Now

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Important Tax Information and Contribution Deadlines

Contribution Deadlines for 2024 & Tax Documents Delivery Schedule

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Update Your Bookmark!

Make sure you have bookmarked portal.freedomadvisors.com so you are always accessing the platform directly. Redirects via our old login pages will be going away soon.

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Diversifier: First Trust Alternatives Model

With its thoughtful design and flexible strategy, the First Trust Alternatives Strategic Focus ETF Model continues to position itself as a leader in delivering alternative investment solutions for modern portfolios.

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Now Available: Updated Models Returns

See how models are performing in our latest report, now available in the Freedom Advisors Resource Center and via the link below.

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Investing Q&A Series

Q: Should I overweight small-cap stocks?

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Did You Know?

You can right click and export to Excel any table view.

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Portfolios Bounce Back Across All Risk Tolerances after Rocky Start to Year

What Do the December Inflation Figures Mean for Investors? Will the Los Angeles Wildfires Have Ripple Effects on Markets?

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Freedom 2025 Outlook and Recommendations

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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