To kick off the new year and help ensure we are supporting your 2024 initiatives as best possible, schedule your Planning Session with Freedom Advisors.
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Freedom Advisors
The Dispatch
Keeping you informed on the markets, trends and how Freedom Advisors is serving you.

In This Issue:

  • Schedule Now   |   2024 Planning Session
  • Commentary   |   Clearing the Real Rate Path
  • Did You Know?   |   98 Years of Data Supports Fama/French
  • STATE OF THE MARKETS   |   What Lies Ahead for Overbought Market?
  • INSIGHTS   |   Explore Our Investment Insights Center
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2024 Planning Session

To kick off the new year and help ensure we are supporting your 2024 initiatives as best possible, schedule your Planning Session with Freedom Advisors. During this 30-minute session, you will meet with your Freedom Advisors service manager and investment consultant.

Schedule Now
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Clearing the Real Rate Path

We enter 2024 with about the same nominal and real (inflation-adjusted) interest rate backdrop as existed when we entered 2023 where real interest rates across the U.S. maturity curve are still positive based on implied inflation expectations priced between U.S. TIPS and nominal Treasuries.

Read More
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Did You Know? 98 Years of Data Supports Fama/French

We have money managers and models that employ the Fama/French Factor Model as a primary factor in their investment approach, including 3D, Dimensional, Avantis, and Symmetry. All incorporate other factors in different ways.
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Overbought Markets Decline to Start 2024; What Lies Ahead?

US Equities ended the first week of 2024 on a down note after nine straight weeks of gains for the S&P 500 and Nasdaq. 

Read More
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Explore Our Investment Insights Center

See the latest up-to-date thinking and insights from our money managers on the Freedom Advisors platform.

Read More

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.

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