Freedom Advisors Blog

Munis Fair and (After-Tax) Attractive

Last May, we published a piece pointing towards the rich levels municipal bonds were trading at...

January 2024 Investment Commentary The end of 2024 saw long-term bond yields rise following the...

Is 70/30 the New 60/40? It Shouldn’t Be. The 60/40 portfolio—a time-tested allocation of 60%...

The pandemic has fundamentally changed the way many of us work, and that includes many financial...

Investing can be a thrilling journey, full of opportunities and risks. However, one of the biggest...

In the fast-paced world of financial advisory, staying ahead means more than just keeping up with...

Benchmarks are fundamental tools for investors to evaluate the results of their portfolios versus...

As a financial advisor, it's likely that your client base includes business owners who also serve...

Traditionally, financial advisors primarily charged clients based on a simple percentage of assets...

The choice of custodians plays a crucial role in delivering optimal service to clients and limiting...