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
Investment Commentary
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Measuring the Costs of Index Reconstitution: A Global Perspective
Insights from Dimensional Fund Advisors
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