The Dispatch

Issue 39: December 19, 2022

• INVESTMENTS   |   Model Center Now 550 Models Adding 5 Popular Managers

• INSIGHTS   |   Managing Through Market Volatility from Russell Investments

• MAKING IT EASIER TO DO BUSINESS   |   Easier Access to the Tax Center

• STATE OF THE MARKETS   |   Equities Fall as Central Banks Hike Interest Rates

• Your Freedom Advisors Team   |   Meet Araceli Gonzalez

Issue 38: December 12, 2022

• Making it Easier to Do Business   |   Easier Access to the Tax Center

• Cash Management   |   Higher Yielding Cash Models Available

• INSIGHTS   |   2023 Outlook: Key Takeaways

• Special Alert   |   Important Year-End Deadline

• STATE OF THE MARKETS   |   US Stocks Fall While Chinese Stocks Rally

• Your Freedom Advisors Team   |   Meet Courtney Vollbracht

Issue 37: December 5, 2022

• INSIGHTS   |   2023 US Economic Outlook: Approaching a Soft Landing

• MARKET COMMENTARY   |   Beyond the ‘Peak’, the Outlook Flattens

• Model Spotlight   |   Kensington Dynamic Growth Strategy

• Special Alert   |   Important Year-End Deadline

• STATE OF THE MARKETS   |   Labor Market Remains Tight, Stocks Post Gains

• Your Freedom Advisors Team   |   Meet Tim Sumpter

Issue 36: November 21, 2022

• INVESTING INSIGHTS   |   Help Clients Maintain Perspective

• 30 SECONDS OR LESS   |   Watch How Fast Work Now Gets Done

• Special Alert   |   Important Year-End Deadline

• STATE OF THE MARKETS   |   Traditional Markets Unfazed by Crypto Meltdown

• Your Freedom Advisors Team   |   Meet Ger Thao

Issue 35: November 14, 2022

• MAKING IT EASIER TO DO BUSINESS   |   Billing Update

• Special Alert   |   Important Year-End Deadline

• STATE OF THE MARKETS   |   Markets Soar in Reaction to Inflation Data

• Your Freedom Advisors Team   |   Meet Matt Shute

Issue 34: November 7, 2022

• SPECIAL ALERT   |   Important Year-End Deadline

• MODEL SPOTLIGHT - WHAT'S WORKING?   |   Alpha Quant SmartALPHA Defensive

• STATE OF THE MARKETS   |   Stocks Fall, Jobs Market Remains Strong

• INSIGHT   |   3D Market Commentary: Looking Past the Peak

• YOUR EQIS TEAM   |   Meet Seth Mullen

Issue 33: October 31, 2022

• TOP STORY   |   Q3 2022 Market Outlook and EQIS Models Review

• STATE OF THE MARKETS   |   Another Interest Rate Hike is Likely This Week

• YOUR EQIS TEAM   |   Meet Carolina Jensen

• INSIGHTS   |   How Will Midterm Elections Impact the Market?

Issue 32: October 24, 2022

• UPDATE   |   Your Standing Instructions DID Transfer to Freedom Advisors

• MAKING IT EASIER TO DO BUSINESS   |   Where to Find Your Billing Summary

• NOW AVAILABLE   |   IQCIO Multi-Manager Portfolios

• STATE OF THE MARKETS   |   Equity Markets Notch Best Week Since June

• INSIGHTS   |   Understanding Emotions During Volatile Markets

Issue 31: October 17, 2022

• UPDATE   |   Monthly Performance and Billing Reports Coming This Week

• Making it Easier to do Business   |   Performance Reporting at Your Fingertips

• STATE OF THE MARKETS   |   US Stocks Mixed After Volatile Week

• RETIREMENT   |   Can Retirement Income be Modernized?

• YOUR EQIS TEAM   |   Meet Adrina Sealey

Issue 30: October 10, 2022

• MARKET GUIDANCE   |   Help Clients Maintain Perspective

• LOWER FEES NOW   |   Household Clients for Lower Fees!

• GROWTH STRATEGIES   |   Pathways to Advisor Growth from Capital Group

• STATE OF THE MARKETS   |   US Labor Market Cools Slightly but Remains Hot

• MANAGER SPOTLIGHT   |   Chapoquoit Dynamic Portfolios

Issue 29: October 3, 2022

• NEW BENEFITS   |   Attractive Cash Management Features

• INVESTING INSIGHTS   |   Help Clients Maintain Perspective

• MAKING IT EASIER TO DO BUSINESS   |   Stop Timing the Market!

• STATE OF THE MARKETS   |   Investment Assets Fell Across the Board in Q3

• CUSTODIAN BRANDING   |   Goldman Sachs Custody Solutions

Issue 28: September 26, 2022

• SPECIAL ALERT   |   No Unique Portfolios

• GET PROFICIENT   |   Get Your Questions Answered

• STATE OF THE MARKETS   |   U.S. Equity Markets Test June Lows

• MANAGER SPOTLIGHT   |   Russell Investments

• YOUR FREEDOM ADVISORS TEAM   |   Meet Steven Simerka

Issue 27: September 19, 2022

• LOWER FEES NOW   |   Household Clients for Lower Fees!

• GET PROFICIENT   |   This Training Center Gets You Ready

• FIRST THING DAILY   |   Check Your Home Page Dashboard

• CAN'T FIND IT?   |   Likely It's in the Support Center

• STATE OF THE MARKETS   |   Inflation Jumped Unexpectedly in August

Issue 26: September 12, 2022

• ONE WEEK CHECKPOINT   |   We are Off to a Terrific Start!

• DELIVERY ALERT   |   Some Monthly Billing Reports Late

• LOWER FEES NOW   |   Household Clients for Lower Fees!

• MODEL INVESTMENT INSTRUCTIONS   |   CDAA Replaced, Verbal Instruction Permitted if Recorded

• NAVIGATION MADE EASY   |   How to Quickly Determine if You are Viewing the Households, Clients or Account Level

• CAN'T FIND IT?   |   Likely It’s in the Support Center

• STATE OF THE MARKETS   |   US Dollar Continues to Strengthen

• MANAGER SPOTLIGHT   |   Global X

Issue 25: August 29, 2022

• GET PROFICIENT NOW   |   This Training Center Gets You Ready

• NEW ACCOUNTS   |   Reminder: Account Opening Moratorium

• SPECIAL ALERT: TRADING MORATORIUM   |   Trading Moratorium September 1-2

• USER SEATS   |   Get Your Whole Team On Freedom Advisors

• STATE OF THE MARKETS   |   Sell-Off Follows Hawkish Fed Comments

Issue 24: August 22, 2022

• SPECIAL REPORT   |   Steps You Must Take Now

• WHITE LABEL YOUR PLATFORM   |   Send Us Your Logo, Headshot and Bio

• STATE OF THE MARKETS   |   Outlooks for Europe, China Deteriorate

• NEW ACCOUNTS   |   Account Opening Moratorium

• GET PROFICIENT NOW   |   This Training Center Gets You Ready

• 30 SECONDS OR LESS   |   Watch How Fast Work Now Gets Done!

• USER SEATS   |   Get Your Whole Team On Freedom Advisors

• LOWER EXPENSES NOW   |   Household Clients For Lower Fees!

Issue 23: August 15, 2022

• SPECIAL REPORT   |   Steps You Must Take Now

• GET PROFICIENT NOW   |   This Training Center Gets You Ready

• STATE OF THE MARKETS   |   Fourth Week of Gains for Equity Indexes

• 30 SECONDS OR LESS   |   Watch How Fast Work Now Gets Done!

• LOWER EXPENSES NOW   |   Household Clients For Lower Fees!

• USER SEATS   |   Get Your Whole Team On Freedom Advisors

Issue 22: August 8, 2022

• SPECIAL REPORT   |   Steps You Must Take Now

• STATE OF THE MARKETS   |   US Job Growth Surges Ahead of Estimates

• LOWER EXPENSES NOW   |   Household Clients For Lower Fees!

• 30 SECONDS OR LESS   |   Get Your Models Loaded

• USER SEATS   |   Get Your Whole Team On Freedom Advisors

Issue 21: August 1, 2022

• STATE OF THE MARKETS   |   US Stocks Have Best Month Since 2020

• MID-YEAR UPDATE   |   Our Market Outlook and EQIS Models Review

• MANAGER SPOTLIGHT   |   HIP Investor

• YOUR EQIS TEAM   |   Meet Kelsey Hoffmeyer

Issue 20: July 25, 2022

• STATE OF THE MARKETS   |   Effective Inflation Hedges in Today's Markets

• Q2 WEBINAR   |   Last Chance to Join Our Exclusive Webinar

• MANAGER SPOTLIGHT   |   iSectors

• YOUR EQIS TEAM   |   Meet Henry Kuo

• BEST PRACTICES   |   Reverse Time-Blocking

Issue 19: July 18, 2022

• STATE OF THE MARKETS   |   Alternative Assets Inflows Poised to Break Records

• MANAGER SPOTLIGHT   |   Alpha Cubed Investments

• YOUR EQIS TEAM   |   Meet Joe Mooney

• INVESTMENT INSIGHTS   |   Briefings from Goldman Sachs

• BEST PRACTICES   |   Is It Worth It?

Issue 18: July 11, 2022

• STATE OF THE MARKETS   |   S&P 500 Has Worst Start to Year in Half a Century

• Q2 WEBINAR   |   EQIS Market Outlook and Q2 2022 Models Review

• MANAGER SPOTLIGHT   |   Heritage Capital

• YOUR EQIS TEAM   |   Meet Alex Rykov

• BEST PRACTICES   |   Defining Your Ideal Client

Issue 17: June 27, 2022

• STATE OF THE MARKETS   |   Index Membership Changing

• MAKING IT EASIER TO DO BUSINESS   |   Model Builder

• MANAGER SPOTLIGHT   |   Toews Asset Management

• YOUR EQIS TEAM   |   Meet Brett Rainey

• BEST PRACTICES   |   7 Steps to Take Back Your Inbox

Issue 16: June 21, 2022

• STATE OF THE MARKETS   |   Aggressive Fed Move Rattles Markets

• MAKING IT EASIER TO DO BUSINESS   |   Models are the Model!

• EQIS NEWS   |   EQIS Acquires 3D/L to Form Freedom Advisors

• MANAGER SPOTLIGHT   |   Why “Market” Returns Can Be Misleading

• YOUR EQIS TEAM   |   Meet Sammy Viani

• BEST PRACTICES   |   5 Questions to Delegate More Effectively

Issue 15: June 13, 2022

• STATE OF THE MARKETS   |   Inflation Exceeds Expectations

• MAKING IT EASIER TO DO BUSINESS   |   New “Know Your Client” Questions

• MANAGER SPOTLIGHT   |   Ativo Capital

• YOUR EQIS TEAM   |   Meet Sam Smith

• BEST PRACTICES   |   What’s in a Name?

Issue 14: June 6, 2022

• STATE OF THE MARKETS   |   Has US Inflation Peaked?

• MAKING IT EASIER TO DO BUSINESS   |   Are You Mired in Paperwork?

• MANAGER SPOTLIGHT   |   Windward Capital Management Co.

• YOUR EQIS TEAM   |   Meet Brittney Zapor

• BEST PRACTICES   |   What Do You Believe?

Issue 13: May 31, 2022

• STATE OF THE MARKETS   |   Corporate Credit Opportunity?

• MAKING IT EASIER TO DO BUSINESS   |   Take Advantage of Household Billing

• MANAGER SPOTLIGHT   |   Ocean Park Asset Management

• BEST PRACTICES   |   Keeping Score

Issue 12: May 23, 2022

• STATE OF THE MARKETS   |   Late Rally Saves S&P 500 From Bear Market

• MAKING IT EASIER TO DO BUSINESS   |   Stop Timing the Market!

• MANAGER SPOTLIGHT   |   Affinity Investment Advisors

• YOUR EQIS TEAM   |   Meet Jonathan Shiffer

• BEST PRACTICES   |   A Good Question is Like a Machete

Issue 11: May 16, 2022

• SPECIAL ALERT   |   Proxy Notice Emails to Stop Soon

• STATE OF THE MARKETS   |   Late Rally for Stocks, Cryptos Plunge

• MANAGER SPOTLIGHT   |   Eagle Ridge Investment Management

• BEST PRACTICES   |   Three Keys to an Effective Introductory Conversation

Issue 10: May 9, 2022

• STATE OF THE MARKETS   |   Stocks, Bonds Sell Off in Wake of Rate Hike

• MAKING IT EASIER TO DO BUSINESS   |   Bank Links Now Quick and Easy

• MANAGER SPOTLIGHT   |   SignalPoint Asset Management

• YOUR EQIS TEAM   |   Meet Ben Johnson

• BEST PRACTICES   |   Simplifying Client Review Meetings

Issue 9: May 2, 2022

• Q1 REVIEW & OUTLOOK   |   How Q1 Shapes the Rest of 2022

• STATE OF THE MARKETS   |   Stocks Sell Off, GDP Contracts

• MANAGER SPOTLIGHT   |   Clearly Defined Quantitative Decision Models

• BEST PRACTICES   |   Who’s on Your Bus?

Issue 8: April 25, 2022

• Q1 WEBINAR   |   Last Chance to Join Our Exclusive Webinar

• STATE OF THE MARKETS   |   Stocks Fall, IMF Cuts Forecast

• MAKING IT EASIER TO DO BUSINESS   |   Understanding EQIS's Rebalancing Methodology

• MANAGER SPOTLIGHT   |   Sustainable Economy, Sustainable Planet

• YOUR EQIS TEAM   |   Meet Jennifer Diaz

• BEST PRACTICES   |   Thinking About a Newsletter?

Issue 7: April 18, 2022

• STATE OF THE MARKETS   |   Stocks Fall to Start Earnings Season

• NEW INVESTMENT OPTIONS   |   Now Available: New Strategies from Chapoquoit, Focus Point and Neuberger Berman

• MANAGER SPOTLIGHT   |   Classic Quant Through a Fundamental Lens

• YOUR EQIS TEAM   |   Meet Olga Belousova

• BEST PRACTICES   |   How Advisors can Uncover Additional Client Needs

Issue 6: April 11, 2022

• SPECIAL ALERT   |   Proxy Voting Email Barrage

• STATE OF THE MARKETS   |   Winning Streak Snapped

• MAKING IT EASIER TO DO BUSINESS   |   EQIS Helps Advisors Navigate Industry-Wide Staffing Challenges

• MANAGER SPOTLIGHT   |   Time-Tested Focus on Fundamentals

• YOUR EQIS TEAM   |   Meet Teresa Aronoff, CFA, CFP®

• BEST PRACTICES   |   Seven Keys to High Impact Presentations

Issue 5: April 4, 2022

• STATE OF THE MARKETS   |   Broad Losses in Q1

• MAKING IT EASIER TO DO BUSINESS   |   Faster Delivery of Clients’ Funds

• MANAGER SPOTLIGHT   |   Driven by Discipline and Consistency

• YOUR EQIS TEAM   |   Meet Rob Gee

Issue 4: March 28, 2022

• STATE OF THE MARKETS   |   Bond Yields Surge

• MAKING IT EASIER TO DO BUSINESS   |   Beneficiary IRA RMD Calculations and the SECURE Act

• MANAGER SPOTLIGHT   |   Designing Smart Portfolios

• BEST PRACTICES   |   Time Management Strategies: Decluttering Your Email

Issue 3: March 21, 2022

• STATE OF THE MARKETS   |   Stocks Rally as Fed Begins Rate Hikes

• MAKING IT EASIER TO DO BUSINESS   |   EQIS Always Answers

• MANAGER SPOTLIGHT   |   Hedging Strategies for a Volatile Market

• YOUR EQIS TEAM   |   Meet Michael Mooney

• BEST PRACTICES   |   How to Most Effectively Use Your Time

Issue 2: March 14, 2022

• STATE OF THE MARKETS   |   Stocks Fall in Volatile Week

• MAKING IT EASIER TO DO BUSINESS   |   No More Automatic Dividend Reinvestment

• MANAGER SPOTLIGHT   |   Investing With Focus

• YOUR EQIS TEAM   |   Meet Pamela Nevil

• BEST PRACTICES   |   Building Long-Term Equity in Your Practice

Issue 1: March 7, 2022

• MESSAGE FROM THE CEO   |   Welcome to The Dispatch

• STATE OF THE MARKETS   |   Investor Risk Appetite Wobbles

• MAKING IT EASIER TO DO BUSINESS   |   Leverage the EQIS Tax Center

• MANAGER SPOTLIGHT   |   Models Powered by Financial Science

• YOUR EQIS TEAM   |   Meet Ellen Montwori

• BEST PRACTICES   |   What Your Clients Assume

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