Uncovering hidden small cap gems.
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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:

  • Making It Easier To Do Business   |   Way to go service team!
  • Manager Spotlight   |   Uncovering Hidden Small Cap Gems
  • Insights   |   Investing Beyond the Magnificent Seven
  • Did You Know?   |   Flow of Funds is the Most Popular Report
  • STATE OF THE MARKETS   |   Equity Markets Look Past Hot Employment Report
  • Investing   |   EQIS Models Review for Q4 2023
  • Schedule Now   |   Book 2024 Planning Session
  • INSIGHTS   |   Explore Our Investment Insights Center
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Way to go service team!

Recent positive feedback from advisors and advisor assistants.

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Eagle Ridge Investment Management

Dedicated to uncovering hidden gems within the small-cap equity landscape and known for its commitment to fundamental investment analysis. 

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Investing Beyond the Magnificent Seven

In this video, Chief Investment Strategist Ben Lavine discusses the historic level of market concentration and performance contribution from mega-cap growth technology names that have dominated market averages in 2023.

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Did You Know? Flow of Funds is the Most Popular Report

The Flow of Funds Report is our most popular performance report and is accessible at the household, client, and account level.

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Equity Markets Look Past Hot Employment Report

Economists have pointed to Fed Chair Powell’s comment that the “Fed doesn’t need to see labor market weakness before cutting” as a sign that the central bank will continue to view disinflation as its primary goal.

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EQIS Models Review for Q4 2023

See how the EQIS Models performed in the fourth quarter in this new report from our asset management team.

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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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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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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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