The Dispatch

Issue 86: December 18, 2023

• Manager Spotlight   |   Kensington Dynamic Growth Fund Receives 5-Star Rating

• Podcast   |   Investing in Volatile Times: A Conversation with Taylor Lukoff of ABR Dynamic Funds

• STATE OF THE MARKETS   |   Dow Jones Industrial Average and Nasdaq 100 Hit New Records

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 85: December 11, 2023

• MAKING IT EASIER TO DO BUSINESS   |   Updated RMD File Loaded with YTD Distributions

• COMMENTARY   |   The Immaculate Slowdown

• MANAGER SPOTLIGHT   |   Astor Investment Solutions: Dynamic Allocations and Active Income

• STATE OF THE MARKETS   |   S&P 500 Records Sixth Straight Week of Gains

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 84: December 4, 2023

• TRADING BLACKOUT   |   Trading Blackout for Goldman Sachs Accounts December 8 & 11

• REMINDER   |   Important Year-End Deadlines

• TRENDING   |   3D Global 100 ETF Strategy

• STATE OF THE MARKETS   |   Stocks and Bonds Both Set Records in November

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 83: November 20, 2023

• REMINDER   |   Important Year-End Deadlines

• FOR YOUR CLIENTS   |   Periodic Table of Investment Returns

• Now Available   |   October 2023 Models Returns

• PODCAST   |   Addressing Factor Investing with Dimensional Funds

• trending   |   Catalyst/Millburn Hedge Strategy Fund

• STATE OF THE MARKETS   |   US Assets Post Forceful Rally

Issue 82: November 13, 2023

• making it easier to do business   |   Customizing Views in Freedom Advisors

• TRENDING   |   An Attractive Municipals Model

• STATE OF THE MARKETS   |   S&P 500 Increasingly Distorted by Big Tech

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 81: November 6, 2023

• COMMENTARY   |   Climbing the Wall of Worry Brick by Brick

• TRENDING   |   3D Fixed Income ETF Portfolio

• STATE OF THE MARKETS   |   Markets Rally on Possibility of Goldilocks Economy

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 80: October 30, 2023

• SPECIAL NOTICE   |   Email Change to @freedomadvisors.com

• TRENDING   |   New Long Term Treasury ETF Model

• HAPPENING NOW   |   Welcome 3D Advisors to Freedom Advisors!

• INVESTING   |   EQIS Models Review for Q3 2023

• STATE OF THE MARKETS   |   S&P 500 Enters Correction Territory

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 79: October 23, 2023

• NOW AVAILABLE   |   New Long Term Treasury ETF Model

• Report   |   September 2023 Models Returns

• PODCAST   |   Getting Paid to Park - A Cross-Asset Allocation Update

• TRENDING   |   Toews Managed Risk Blueprint Strategy

• STATE OF THE MARKETS   |   Probability of US Recession Drops Below 50%

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 78: October 16, 2023

• Insights   |   Is It Time to Lock In Yields?

• COMMENTARY   |   Stay Aware, Active and Nimble!

• TRENDING   |   Smart Sector® US Equity with Catastrophic Stop

• STATE OF THE MARKETS   |   Israeli Conflict Prompts Flight to Safety

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 77: October 9, 2023

• NOTICE   |   Minimum Monthly Platform Fee FAQs

• TRENDING   |   First Trust Buffer ETF

• Q3 COMMENTARY   |   Defense Caught Offsides

• STATE OF THE MARKETS   |   Stocks Finish Friday Higher Despite Hot Labor Market Report

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 76: October 2, 2023

• TRENDING   |   Focus Point Macro - A Liquid Alternative

• PODCAST   |   Is It Dusk Before Dawn for the Real Estate Sector?

• STATE OF THE MARKETS   |   US Economy Faces Headwinds in Q4

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 75: September 25, 2023

• Letter from the ceo   |   EQIS and 3D to Become One Advisory Business

• TRENDING   |   Are You Taking Steps to Protect Your Large Cap Wins?

• STATE OF THE MARKETS   |   US Dollar Strength Weighs on Emerging Markets

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 74: September 18, 2023

• TRENDING   |   Advisors Employing a Core and Explore Approach

• MAKING IT EASIER TO DO BUSINESS   |   Move Model to Model in Seconds!

• STATE OF THE MARKETS   |   Confluence of Factors Drives Stock Losses

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 73: September 11, 2023

• TRENDING   |   Small Cap Strategies

• COMMENTARY   |   Soft Landing in Sight

• STATE OF THE MARKETS   |   US Economic Growth Accelerates in Q3

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 72: August 28, 2023

• TRENDING   |   EQIS Short Term Income Model

• MAKING IT EASIER TO DO BUSINESS   |   What Do You Mean This Form is Outdated?!

• STATE OF THE MARKETS   |   S&P 500, Nasdaq End Three-Week Slide

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 71: August 21, 2023

• TRENDING   |   WestEnd U.S. Sector Strategy

• MAKING IT EASIER TO DO BUSINESS   |   I Hate That Form!

• STATE OF THE MARKETS   |   July Retail Sales Rose at Fastest Pace Since January

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 70: August 14, 2023

• NOW AVAILABLE   |   Freedom Advisors Adds 84 Model Portfolios

• MODEL SPOTLIGHT   |   Three Growth Strategies to Consider

• STATE OF THE MARKETS   |   US Equities Approach 50-Day Moving Average

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 69: August 7, 2023

• model spotlight   |   Compelling Strategies for Latin America

• STATE OF THE MARKETS   |   S&P 500 Earnings Fell During Q2

• INSIGHTS   |   Wilshire's Q3 Investment Strategy Update

• COMMENTARY   |   3D Commentary: Hike In July and Say Good-Bye

• BRIEFINGS   |   The Latest Thinking From Goldman Sachs

Issue 68: July 31, 2023

• MAKING IT EASIER TO DO BUSINESS   |   Reminders and Updates to Policies 2023

• model spotlight   |   Technology Strategies to Consider

• IN CASE YOU MISSED IT   |   Watch Now: Avantis Strategic Allocation ETF Model Portfolios

• STATE OF THE MARKETS   |   Equities Rally with Strong Earnings, Easing Inflation

• INSIGHTS   |   Wilshire Q2 2023 Market Update

• BRIEFINGS   |   The Latest Thinking From Goldman Sachs

Issue 67: July 24, 2023

• MODEL SPOTLIGHT   |   Supplement Portfolios with These Models if the Market Rally Worries You

• BLOG   |   What if Nothing Breaks?

• INSIGHTS   |   Explore Our Investment Insights Center

• STATE OF THE MARKETS   |   Measures of Investor Sentiment Turn Bullish

• BRIEFINGS   |   The Latest Thinking From Goldman Sachs

Issue 66: July 17, 2023

• TRADING BLACKOUT   |   Trading Blackout for Goldman Sachs Accounts July 21 & 24

• Insights   |   EQIS Q2 Market Commentary and Update

• MAKING IT EASIER TO DO BUSINESS   |   New Filtering in Freedom Advisors

• MODEL SPOTLIGHT   |   Fixed Income Models in Demand

• STATE OF THE MARKETS   |   Equities Rally as Big Banks Start Earnings Season

• BRIEFINGS   |   The Latest Thinking From Goldman Sachs

Issue 65: July 10, 2023

• Commentary   |   3D Market Update: Pay Now/Grow Later

• Model Spotlight   |   Main Management Active Sector Rotation

• update   |   Periodic Table of Investment Returns

• STATE OF THE MARKETS   |   Equities Trim Gains While US Economy Remains Resilient

• INSIGHTS   |   The Latest Thinking From Goldman Sachs

Issue 64: June 26, 2023

• Making it Easier to Do Business   |   Instant Tracking of Deposits and Withdrawals

• Manager Spotlight   |   Henry James International Management

• IN CASE YOU MISSED IT   |   Q2 2023 EQIS Models Reallocation

• Insights   |   Midyear Outlook: The New Reality for Investors

• STATE OF THE MARKETS   |   S&P 500, Nasdaq Composite Snap Winning Streaks

• INSIGHTS   |   The Latest Thinking From Goldman Sachs

Issue 63: June 20, 2023

• guidance   |   Investing When Yield Curve is Inverted

• BEST PRACTICES   |   The Power of The Advisor Brand

• Manager Spotlight   |   BlackRock

• Insights   |   Is the Momentum Running Out of AI-Focused Stocks?

• STATE OF THE MARKETS   |   Stocks Slip After Reaching New 2023 Highs

• INSIGHTS   |   The Latest Thinking From Goldman Sachs

Issue 62: June 12, 2023

• MANAGER SPOTLIGHT   |   Capital Group/American Funds

• Insights   |   M(AI)NIA: May 2023 Commentary

• STATE OF THE MARKETS   |   S&P 500 Reaches Bull Market Territory

• BEST PRACTICES   |   Uncover Additional Client Needs

• INSIGHTS   |   Goldman Sachs: Why a U.S. Recession Has Become Less Likely

Issue 61: June 5, 2023

• INVESTING   |   S&P Report Reveals Manager Performance

• MARKET COMMENTARY   |   Why U.S. Markets are Out of Breadth

• MANAGER SPOTLIGHT   |   Zacks Investment Management

• INSIGHTS   |   Big Tech turnaround: Can it continue?

• STATE OF THE MARKETS   |   Growing Divide Between Mainstream and Machines

• BRIEFINGS   |   The Latest Thinking From Goldman Sachs

Issue 60: May 22, 2023

• MANAGER SPOTLIGHT   |   Wilshire: Low-Cost Multi-Asset Class Portfolios

• PODCAST   |   Exploring Investment Themes with Scott Helfstein, Global X ETFs

• REPORTING   |   Weightings and Stats for April Now Available

• INSIGHTS   |   Macro Thoughts From Focus Point

• STATE OF THE MARKETS   |   S&P 500 Sees Second-Best Week Since March

• BRIEFINGS   |   The Latest Thinking From Goldman Sachs

Issue 59: May 15, 2023

• Manager Spotlight   |   Alpha Quant Models

• REPORTING   |   April Money Manager Returns Now Available

• Insights   |   Thoughts and Analysis from First Trust

• STATE OF THE MARKETS   |   Consumer Sentiment, Debt Limit Weigh on Stocks

• Insights   |   SignalPoint's Weekly Market Risk Report

• BRIEFINGS   |   The Latest Thinking From Goldman Sachs

Issue 58: May 8, 2023

• MARKET COMMENTARY   |   "Hit the Ceiling"

• Insights   |   iSectors® 1st Quarter Performance Webinar and Commentary

• STATE OF THE MARKETS   |   Equities Bounce Back After Strong Jobs Report

• Insights   |   Why the next economic recovery may be stronger than expected

• BRIEFINGS   |   The Latest Thinking From Goldman Sachs

Issue 57: May 1, 2023

• WEBINARS   |   Now Available: 3D and EQIS Q1 2023 Review and Outlook

• MAKING IT EASIER TO DO BUSINESS   |   Make New Investment in Model Not Already Owned

• RESOURCE CENTER   |   EQIS Model Performance for March

• STATE OF THE MARKETS   |   Economic Growth Slowed in Q1

• Research   |   Calvert: Top Companies in ESG

• INVESTMENT INSIGHTS   |   Briefings From Goldman Sachs

Issue 56: April 24, 2023

• ALERT   |   Goldman Sachs Replacing Kingdom Trust

• Resource Center   |   New Upload: Money Manager Returns for March

• Insights   |   Why Bother With International Investing?

• STATE OF THE MARKETS   |   China Rebounds, Latin America Fights Inflation

• INSIGHTS   |   AI: What it Means for Investors

• BLOG   |   Restructuring Fixed Income Portfolio Duration

• BEST PRACTICES   |   A Good Question is Like a Machete

Issue 55: April 17, 2023

• MAKING IT EASIER TO DO BUSINESS   |   Move Model to Model in Seconds!

• insights   |   EQIS Q1 Economic Update and Market Commentary

• STATE OF THE MARKETS   |   Inflation and Economy Cooling Down

• INSIGHTS   |   Macroeconomic Highlights for Q2 2023

Issue 54: April 10, 2023

• MAKING IT EASIER TO DO BUSINESS   |   Investing Actions Step-by-Step

• Q1 COMMENTARY   |   Investors Flee for Safety of Long Duration Assets

• STATE OF THE MARKETS   |   Equity Yield Premium Over Bonds Shrinks

• INSIGHTS   |   Wilshire Webinars: First Quarter 2023 Market Update

Issue 53: April 3, 2023

• SPECIAL NOTICE   |   Always Reserve Cash for Fees

• INVESTING   |   Let the Markets Work for You

• STATE OF THE MARKETS   |   Equity Markets Finish Quarter Strong

• Insights   |   Global Markets Caught in a Holding Pattern

• Insights   |   Wilshire Market Navigation Insights: Are we there yet?

Issue 52: March 27, 2023

• INVESTING   |   Money Market Fund Purchase Exception

• Making it easier to do business   |   Model Center Advanced Search – Phase 2

• RESOURCE CENTER   |   February Weightings and Stats Now Available

• Insights   |   The FOMC and March Market Madness

• STATE OF THE MARKETS   |   Equities Close Higher Despite Banking Concerns

• Insights   |   Market Insights from the Q4 2022 Earnings Season

Issue 51: March 20, 2023

• MAKING IT EASIER TO DO BUSINESS   |   Help Me Help You! Help Me Help You!

• best practice   |   Cut Emails 70%!

• INVESTING   |   Simplify Your Business by Consolidating on Freedom Advisors

• STATE OF THE MARKETS   |   Stocks Record Gains Despite Regional Bank Losses

• Insights   |   What You Might Not Know About Asset Class Returns

Issue 50: March 14, 2023

• Special Alert   |   February Monthly Client Reports Now Include Model Sleeve Performance

• OPPORTUNITY   |   Money Market Haven

• Banking Crisis Cause Explained   |   Remember Deposit Beta

• Special Alert   |   Raising Auto Invest Maximum from $5,000 to $50,000

Issue 49: March 13, 2023

• INVESTING   |   Custodial Account Safekeeping

• MAKING IT EASIER TO DO BUSINESS   |   e-Signature In-Person With Client

• TAX SEASON   |   All 1099 Tax Forms Now Available

• STATE OF THE MARKETS   |   Robust Job Growth, Bank Failures Rattle Markets

• FOR YOUR CLIENTS   |   Client-Facing Branding Will Remain EQIS

• INSIGHTS   |   The Opportunity in Bonds

Issue 48: March 6, 2023

• TAX SEASON   |   First Batch of Goldman Sachs 1099s Available

• Insights   |   Hyped Up Over AI

• Making It Easier To Do Business   |   Rebalancing Portfolios At Account Level

• INVESTING   |   Equity Hedging Through Options

• STATE OF THE MARKETS   |   Losses Across All Major Asset Classes in February

• Insights   |   3 Views on the Future of Growth Investing from Capital Group

Issue 47: February 27, 2023

• Investing   |   Flipping Out Over the Big Flip

• INSIGHTS   |   Emerging Markets Outlook 2023: Preparing for Take-Off from Global X

• MAKING IT EASIER TO DO BUSINESS   |   Now Automatically Investing Small Cash Positions

• STATE OF THE MARKETS   |   Stocks Post Worst Week of 2023

• INSIGHTS   |   The Correlation Conundrum from Swan Global Investments

Issue 46: February 21, 2023

• Investing   |   Now Automatically Investing Small Cash Positions

• REPORTING   |   Model Returns for January 2023

• INSIGHTS   |   State Street's Trust the Process: 3 Surprises for 2023

• STATE OF THE MARKETS   |   US Retail Spending, Factory Output Bounce Back

• Trending   |   Solving for 2023 from Neuberger Berman

• WEBINAR   |   Capital Group's 10 Investment Themes for 2023

Issue 45: February 13, 2023

• SPECIAL ALERT   |   Email Address and Mobile Number Required for New Accounts

• REPORTING   |   January Performance Reports Available

• INVESTING   |   Protect Downside or Endure Years to Recover

• INSIGHTS   |   Eaton Vance Monthly Market Monitor

• STATE OF THE MARKETS   |   S&P 500 Pulls Back After Technical Resistance

• TRENDING   |   Foreign Stocks Are Far Outpacing U.S. Stocks – Will it Last?

Issue 44: February 6, 2023

• SPECIAL ALERT   |   Email Address and Mobile Number Required for New Accounts

• MARKET GUIDANCE   |   Help Clients Maintain Perspective

• MARKET COMMENTARY   |   Back to the Soft Landing

• BLOG   |   Restructuring Fixed Income Portfolio Duration

• Insights   |   SECURE 2.0: Rethinking Retirement Savings from Fidelity

• STATE OF THE MARKETS   |   Stocks Hold on to Weekly Gains

Issue 43: January 30, 2023

• TAX SEASON   |   Goldman Sachs 1099-R Forms Available in the EQIS Tax Center

• MAKING IT EASIER TO DO BUSINESS   |   Your Performance Reporting Tools

• Webinars   |   2023 Outlook, Q4 Review, EQIS Models Update

• Insights   |   5 Keys to Investing in 2023 from Capital Group

• STATE OF THE MARKETS   |   Equity Markets Continue to Rally

Issue 42: January 23, 2023

• INVESTMENTS   |   EQIS Models 2023 Reallocation

• INSIGHTS   |   4 Things to Know About the 2023 Economy and Markets

• TAX CENTER   |   2023 Tax Deadlines Now Available

• STATE OF THE MARKETS   |   US Economy Continues to Slow

• Your Freedom Advisors Team   |   Meet Christy Dever

Issue 41: January 17, 2023

• CLIENT GUIDANCE   |   Stock and Bond Returns in a 97-Year Perspective

• COMMENTARY   |   In case you missed it: EQIS Market Commentary

• INVESTMENTS   |   Why the US Can Avoid a Recession in 2023

• TAX CENTER   |   2023 Tax Deadlines Now Available

• MAKING IT EASIER TO DO BUSINESS   |   Introducing EQIS to Your Clients

• STATE OF THE MARKETS   |   U.S. Inflation Continues to Cool

• Your Freedom Advisors Team   |   Meet Jesse Perry

Issue 40: January 9, 2023

• CLIENT GUIDANCE   |   The Importance of Staying Invested

• 3D YEAR-END COMMENTARY   |   Investing Into a Fog of Less Certainty

• INSIGHTS   |   Q1 2023 Equity Market Outlook from BlackRock

• MAKING IT EASIER TO DO BUSINESS   |   Directing Clients to Freedom Advisors

• STATE OF THE MARKETS   |   Markets Rally in Response to Cooling Labor Market

• YOUR FREEDOM ADVISORS TEAM   |   Meet the Team from 2022

See The Dispatch Archive