Yield Alert: Align client spending time horizons with portfolio maturity schedules.
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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:

  • Insights   |   When The Interest Rate Levee Breaks
  • Commentary   |   A Slower Pace to Lower Rates
  • Did You Know?   |   Instant Chat is Quickest
  • Model Spotlight   |   Unlocking Performance Potential through Relative Strength
  • Insights   |   Why did $2 billion flow into First Trust Buffer ETFs in 2023?
  • STATE OF THE MARKETS   |   S&P 500 Closes Above 5,000. How Accurate are Investors in Predicting the Fed?
  • Schedule Now   |   Book 2024 Planning Session
  • INSIGHTS   |   Explore Our Investment Insights Center
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When The Interest Rate Levee Breaks

Investors At Risk of Earning Lower Rates on Cash Vehicles

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A Slower Pace to Lower Rates

It would seem the Fed requires more tangible evidence of softening demand (particularly labor demand) and sustainable progress on disinflation for the Fed to feel more confident in cutting rates without some financial or economic calamity to force them into panic rate-cutting mode.

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Did You Know? Instant Chat is Quickest

You can communicate with us instantly through the Chat feature lower right on every page of the platform.

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Dorsey Wright Systematic Relative Strength Core Model

At the core of the Dorsey Wright investment philosophy lies an unwavering belief in the power of relative strength—a methodology considered the most robust and adaptable form of security analysis ever developed.

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Why did $2 billion flow into First Trust Buffer ETFs in 2023?

According to First Trust Advisors, in 2023 the firm saw nearly $2 billion of net flows into its flagship Target Outcome strategy, FT Cboe Vest Fund of Buffer ETFs (Ticker: BUFR). That is over half the total First Trust flows for the year into a single fund. 

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S&P 500 Closes Above 5,000. How Accurate are Investors in Predicting the Fed?

How Accurate are Investors in Predicting the Fed? What Happened to Dividend Investing?

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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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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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