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As an experienced financial advisor, you know that managing a client’s wealth requires more than merely setting goals. Your clients’

Freedom Advisors has you covered with a cutting-edge system and a staff of skilled professionals at your service. Outsourcing non-advisory

Stocks can provide two sources of returns: dividend payouts and stock price appreciation. An income portfolio typically consists of at

In 1952 Harry Markowitz, who would later win the Nobel Prize in Economics, wrote his dissertation Portfolio Selection that continues

Separately managed accounts (SMAs) are popular investment vehicles that historically have been accessible only to institutional and wealthy individual investors

Exchange traded funds (ETFs) have become a popular investment vehicle mainly because they are easy to buy, can be inexpensive,

Fractional shares are a particularly effective tool for creating highly diversified portfolios with a large number of security holdings, which

As most of you have long since realized, sustainable and responsible investing is more than just a niche. Increasingly, investors

Mutual funds are popular investment vehicles because they are managed by professionals, can provide diversification, and the investment minimum is

An investor’s impatience and fears are often the root of their biggest downfalls. Their impulses to act fast can lead