The importance of diversified strategic investment portfolio investing to help navigate a sea of biases and behavioral traits that can derail long-term goals.
Muni Rich, (After-Tax) Yield Poor
May 2024 Investment Commentary: The Freedom Advisors investment team had an opportunity to meet with JPMorgan Asset Management for an in-depth discussion on the current fixed income landscape. Here are our key takeaways and opportunities in the municipal bond market.
Investment Due Diligence: DIY or Outsource to Experts?
As an independent financial advisor, the responsibility falls squarely on your shoulders to ensure that your clients’ interests are protected and their financial futures secure
Leveraging Blended Benchmarks for a More Relevant Performance Evaluation
Advisors continue to combat the media-driven focus on the S&P 500 Index, which is rarely representative of an investment portfolio
Home Is Where the Heart Is
April 2024 Investment Commentary: Investors who want to maintain a U.S. home bias in their equity program should explore other opportunities across the U.S. market.
5 Keys to Evaluating Group Retirement Plans
Here are key factors to consider when conducting a thorough evaluation of a group retirement plan
Fee Design and Audit Checklist
Download our complimentary checklist to quickly compare your current fee structure and billing process with other options available
Unearthing Tomorrow’s Giants
Nuveen Small Cap Select
6 Strategies to Personalize Fee Schedules and Automate Billing
Have the billing blues? By incorporating these customizable and automated options, financial advisors can better tailor their services to meet the diverse needs of clients while maintaining transparency and efficiency within their practice.
Investors at Risk of Earning Lower Rates on Cash
Investors continue to pour assets into money market funds and other cash instruments. Based on your client’s investment objective and time horizon, fixed income strategies…