Keeping you informed on the markets, trends and how Freedom Advisors is serving you.
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Freedom Advisors
Issue 84

The Dispatch

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

In This Issue:

  • TRADING BLACKOUT   |   Trading Blackout for Goldman Sachs Accounts December 8 & 11
  • REMINDER   |   Important Year-End Deadlines
  • Trending   |   3D Global 100 ETF Strategy
  • STATE OF THE MARKETS   |   Stocks and Bonds Both Set Records in November
  • INSIGHTS   |   Explore Our Investment Insights Center
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TRADING BLACKOUT

Trading Blackout for Goldman Sachs Accounts December 8 & 11

There will be no trading for Goldman Sachs accounts December 8 & 11, due to trading platform enhancements. Investment instructions received before 9AM Pacific Thursday will be processed on a best-efforts basis. Orders received but not processed prior to the blackout, as well as all orders received during the blackout, will be processed normally beginning December 12.

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Reminder

Important Year-End Deadlines

To ensure that requests with tax implications are completed by Friday, December 29, 2023, your requests must be received by us in good order by Friday, December 8th.

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trending

3D Global 100 ETF Strategy

For investors desiring a strategic and systematic global portfolio that seeks to capture market risk premiums, one option is the 3D Global 100 strategy.

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STATE OF THE MARKETS

Stocks and Bonds Both Set Records in November

The S&P 500's impressive 9% climb in November, a rarity since 1928, represents its most substantial monthly gain since July 2022. Global bonds are experiencing their most significant surge since the 2008 financial crisis, with a Bloomberg measure of global sovereign and corporate debt delivering a 4.9% return in November, marking the largest monthly gain since December 2008. 

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Insights

Explore Our Investment Insights Center

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 ➝

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.

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