Factor Rotation: A Critical Moment to Reassess Portfolio Allocations
Advisors should proactively reassess portfolio allocations to ensure they are not simply reflecting past winners, but instead strategically positioned for
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The Impact of Expected Tariffs on the U.S. Economy
This commentary examines the economic consequences and industry-specific impacts of tariffs, drawing from historical cases and empirical studies
Shifting Tides: Rebalancing for a Changing Global Market
A growing body of market research suggests that diversification—particularly into European and other international markets—is becoming increasingly critical
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
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
Time Is Money: Strategies for Advisors to Optimize Their Workflow
Here are steps you can take to dramatically improve efficiency, allowing you to focus on your highest and best use
Disciplined Investing to Combat Behavioral Bias
The importance of diversified strategic investment portfolio investing to help navigate a sea of biases and behavioral traits that can
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
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