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
Investment Commentary
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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
Freedom 2025 Outlook
As we enter 2025, the interplay between elevated valuations, shifting monetary policies, and geopolitical uncertainties underscores the necessity of disciplined
From Cash to Bonds: A Strategic Shift in Post-Pandemic Investing
According to PIMCO, the combination of high starting yields and anticipation for lower rates creates an attractive outlook for a
BlackRock – Near Term Assessment and 2025 Outlook
BlackRock senior portfolio managers and investment executives gathered for two days to debate the outlook for economies and markets
Invesco – Major Forces Driving Markets From New Administration
In this short piece Invesco focuses on the policies that could have the biggest impact on the economy and markets
J.P. Morgan – 2025 Investment Outlook
J.P. Morgan recommends investors ensure portfolios are rebalanced after a few very abnormal years
Capital Group – 2025 Outlook
According to Capital Group’s CIO, Martin Romo, “Instead of falling into recession, as many predicted a year ago, we’re headed