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Munis Fair and (After-Tax) Attractive
The Freedom Advisors investment team met with JPMorgan Asset Management for an in-depth discussion on the current tax-exempt fixed income

Pause for Longer as Inflation Progress Stalls
Locking in a lower rate for a few months compared to remaining in money market funds, despite comparable yields, can

BlackRock 2025 Themes: Infrastructure, AI, Bitcoin
Anna Nerys of BlackRock briefly discusses 3 compelling 2025 themes for advisors to consider and specific actions to take

The 60/40 Debate: Why 70/30 Isn’t the Answer
Without proper management and regular rebalancing, what began as a moderate 60/40 allocation may now resemble a more aggressive 70/30

Freedom 2025 Outlook
As we enter 2025, the interplay between elevated valuations, shifting monetary policies, and geopolitical uncertainties underscores the necessity of disciplined

From Cash to Bonds: A Strategic Shift in Post-Pandemic Investing
According to PIMCO, the combination of high starting yields and anticipation for lower rates creates an attractive outlook for a

Diversify with Confidence: First Trust Alternatives Model
With its thoughtful design and flexible strategy, the First Trust Alternatives Strategic Focus ETF model continues to prove itself as

BlackRock – Near Term Assessment and 2025 Outlook
BlackRock senior portfolio managers and investment executives gathered for two days to debate the outlook for economies and markets

Invesco – Major Forces Driving Markets From New Administration
In this short piece Invesco focuses on the policies that could have the biggest impact on the economy and markets