As most of you have long since realized, sustainable and responsible investing is more than just a niche. Increasingly, investors are asking how they can make a social and environmental impact with their investment dollars, so it’s important for advisors … Read More

Mutual funds are popular investment vehicles because they are managed by professionals, can provide diversification, and the investment minimum is usually modest. However, as with any investment vehicle, mutual funds can have both benefits and disadvantages. In this blog, I … Read More

An investor’s impatience and fears are often the root of their biggest downfalls. Their impulses to act fast can lead them to make poor decisions to sell at the wrong time, and the consequences may sometimes be heavy losses.

As firms and clients increasingly move to remote working, following these simple steps can help you thrive. Test your technology beforehand Nothing is more annoying and counterproductive than a tech failure in the middle of a call. Test your screen … Read More

Many advisors struggle daily to get the support and materials they need, spend hours each day on back office operations, and wind up with less time for what they do best: provide advisory services and build relationships with their clients. … Read More

In times of crisis, it’s important to give some thought to constructing a plan for the optimal approach to addressing your clients. Freedom Advisors would like to share with you our helpful step-by-step guide to assist you in helping your … Read More