Year-End Commentary and Year-Ahead Outlook 2025 / 2026
Year-End Commentary and Year-Ahead Outlook 2025 / 2026
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Finding Value in Playing Defense
As we head towards the end of 2025, U.S. stocks have once again turned in strong performance, especially after the
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
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