This issue loaded with insights and ideas as you position portfolios for the year ahead.
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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:

  • Webinars   |   Now Available: Q4 2023 Review and Market Update
  • Making It Easier To Do Business   |   More Information at Client Fingertips!
  • Insights   |   Astoria's Cycle Indicators, Risk Metrics, & Portfolio Positioning
  • Schedule Now   |   Book 2024 Planning Session
  • Did You Know?   |   You Can Download Monthly Model Returns
  • STATE OF THE MARKETS   |   Can the US Economy Continue its Goldilocks Streak?
  • INSIGHTS   |   Explore Our Investment Insights Center
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Now Available: Q4 2023 Review and Market Update

See the latest Q4 Review and Outlook from Chief Investment Officer Jonathan Shiffer and Chief Investment Strategist Ben Lavine.

Watch Now
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You Now Have Many Options for Expanding the Client View in Freedom Advisors

Beyond the default Client Portal settings, you may be surprised to learn how much more information you can choose to make viewable in the Client Portal.

Read More
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Astoria's Cycle Indicators, Risk Metrics, & Portfolio Positioning*

Insights from Astoria Portfolio Advisors

Read More
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Book Your Session Now. The Schedule is Filling Fast.

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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Did You Know? You Can Download Monthly Model Returns

When viewing a model in the Model Center in the Historical Returns tab you can right click and export monthly returns since inception of the model. 

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Can the US Economy Continue its Goldilocks Streak?

How do the challenges facing the Federal Reserve and the European Central Bank differ?

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.

 

* The representations and opinions of Astoria Portfolio Advisors herein are their own and are not the opinions or views of Freedom Advisors. The information is believed to be reliable but is neither guaranteed by Freedom Advisors nor any of its affiliates. Freedom Advisors and Astoria Portfolio Advisors are not affiliated. This document and the information contained herein is intended for informational purposes only. It does not constitute investment advice or a recommendation with respect to investment. Investing in any strategy should only occur after consulting with a financial advisor. Freedom Advisors does not provide tax or legal advice.

For financial professional use only. Not for client distribution.

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