Is the market priced for perfection?
͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ 
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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:

  • Practice Management   |   Join Webinar: Financial Exploitation of Older Adults
  • Manager Profile   |   Zacks Investment Management
  • Managers & Models   |   Unearthing Tomorrow's Giants
  • Did You Know?   |   You Can Significantly Expand Information Available in the Client Portal
  • STATE OF THE MARKETS   |   After a Strong Rally in Q1, what are the Alternatives to Expensive US Assets?
  • Insights   |   Home Is Where the Heart Is
  • INSIGHTS   |   Explore Our Investment Insights Center
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Join Webinar: Financial Exploitation of Older Adults

Join us on Tuesday, April 2nd to learn:

  • The relationship between early memory loss, financial decision making and financial exploitation
  • New research on early memory loss and excessive spending
  • The Financial Decision Tracker and its uses with clients
Sign Up
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Manager Profile: Zacks Investment Management

In this 7-minute video, Brian Mulberry and James Fives of Zacks Investment Management share what they are seeing in the markets and how advisors should think about being positioned.

Watch Now
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Nuveen Small Cap Select

A compelling approach for investors seeking to tap into the growth potential and alpha generation opportunities within the small-cap universe.

Read More
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You Can Significantly Expand Information Available in the Client Portal

You can expand the Client Portal view to include Unrealized Gain/Loss data, the Portfolios tab, the Sleeve Allocation tab within Portfolios for multi-sleeve models, the Balance Sheet tab, the Clients tab in case, for example, husband and wife want to view their own accounts in isolation, and the On-The-Fly performance report.

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After a Strong Rally in Q1, what are the Alternatives to Expensive US Assets?

What Are the Alternatives to Expensive US Stocks? Are Investment Grade Bonds Overpriced?

Read More
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Home Is Where The Heart Is

It is understandable that U.S. investors want to maintain a home bias given strong outperformance and higher profitability of U.S. large caps. But there are growing concentration and valuation risks with maintaining a U.S. home bias which can be mitigated by expanding the home-front and investing beyond the concentrated U.S. large cap indices. 

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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