The Dispatch

Issue 134: December 30, 2024

• Insights   |   Preparing Portfolios for 2025

• Investing Q&A Series   |   How do I convince clients that leaving long-term investment funds in cash is risky?

• Did You Know?   |   We Can Debit Fees From Another Account

• Insights   |   Neuberger Berman 2025 Outlook

• STATE OF THE MARKETS   |   Portfolios Gave Up Some Weekly Gains with Tech Selloff

• Insights   |   Capital Group 2025 Outlook

• Reminder   |   Update Your Bookmark!

• Insights   |   Explore Our Investment Insights Center

Issue 133: December 16, 2024

• Making It Easier to do Business   |   Enhanced Benchmarking Capabilities: Elevating Performance Insights for Advisors

• Investing Q&A Series   |   How do I invest in active fixed income?

• Now Available   |   Updated Models Returns

• Did You Know?   |   You can easily compare returns of models in the Model Center.

• STATE OF THE MARKETS   |   Fatigued Markets See Losses Across All Risk Tolerances for the Week

• Manager Spotlight   |   DWS

• Reminder   |   Update Your Bookmark!

• Insights   |   A Time and Place for Small Cap Equities

Issue 132: December 9, 2024

• Investing   |   Why Consider Real Estate in Your Portfolio Allocation?

• Nuveen   |   A Time and Place for Small Cap Equities

• Did You Know?   |   You can fully automate ongoing investments or withdrawals.

• Podcast   |   Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock

• State of the Markets   |   S&P 500 Hits Another Record High, Boosting Weekly Returns for Aggressive Investors

• Reminder   |   Update Your Bookmark!

• Insights   |   Updated Periodic Table of Asset Class Returns

Issue 131: November 25, 2024

• Making It Easier   |   Deadline for Processing by Year-End: December 6th

• Now Available   |   Updated Models Returns

• Did You Know?   |   You now have enhanced and expanded performance reports.

• Manager Spotlight   |   Alpha Quant: Now Is the Time For Small Caps

• State of the Markets   |   Aggressive Investors Benefited from Equity Rally Last Week

• Insights   |   Be Careful When Reaching for Yield

Issue 130: November 18, 2024

• Making It Easier   |   Deadline for Processing by Year-End: December 6th

• Reminder   |   Here are your year-end RMD requirements by account.

• FOR YOUR CLIENTS   |   Updated Periodic Table of Asset Class Returns

• Insights   |   Be Careful When Reaching for Yield

• State of the Markets   |   Election Euphoria Fades

• Did You Know?   |   You can bookmark the Freedom Advisors Support Center for all your form needs.

• Insights   |   Nuveen: Time For Real Estate?

Issue 129: November 11, 2024

• Now Available   |   Here are your year-end RMD requirements by account.

• Making It Easier   |   Deadline for Processing by Year-End: December 6th

• Did You Know?   |   You can send your clients portal password resets.

• Investing   |   Nuveen: Time For Real Estate?

• State of the Markets   |   Election Results Spark Rally Across All Risk Tolerances

• Insights   |   Why Small Caps Now

Issue 128: November 4, 2024

• Making It Easier   |   Deadline for Processing by Year-End: December 6th

• Investing   |   ABR on Election: Do Nothing!

• Northern Trust   |   Why Small Caps Now

• Did You Know?   |   The Freedom Advisors platform is an incredibly efficient cash management machine.

• State of the Markets   |   Investors Saw Similar Outcomes Last Week Across Risk Tolerances

• Insights   |   What's Driving Strength in Equities

Issue 127: October 28, 2024

• Investing   |   It's Not Too Late To Lock In Longer-Term Yields!

• Trade Notice   |   Yandex No More!

• Tax Time   |   YTD Realized Gain/Loss Reports Available

• Did You Know?   |   Revocable trust accounts custodied at Schwab can now be opened digitally in our Open New Account tool.

• State of the Markets   |   What Triggered the Recent Rise in Bond Yields?

• Lord Abbett   |   What's Driving Strength in Equities

• Insights   |   What's driving allocation changes?

Issue 126: October 21, 2024

• WEBINARS   |   Listen Anytime: Much ado about nothing or the beginning of tradable new trends?

• Making it Easier to Do Business   |   Popular New Service Request Types Now Available on the Platform!

• Did You Know?   |   We have a Support Center where you can access the latest forms.

• Now Available   |   Updated Models Returns

• STATE OF THE MARKETS   |   Investors Across All Risk Tolerances Saw Small Gains Last Week

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 125: October 14, 2024

• Commentary   |   Market Status & Action to Take Now

• Making it Easier to Do Business   |   Create an Investment Plan Proposal for a Prospect in Seconds

• Did You Know?   |   We have a Training Center with helpful videos and FAQs.

• State of the Markets   |   Aggressive Portfolios Benefitted from Risk-On Shift to End Week

• Insights   |   Macroeconomic Highlights Q4 2024

Issue 124: October 7, 2024

• Insights   |   WestEnd Publishes Compelling Macro-Economic Review and Election Impact Preview

• Did You Know?   |   You can track every stage of the new account setup and funding process.

• STATE OF THE MARKETS   |   Aggressive Portfolios Outperformed Conservative Despite Geopolitical Tensions

• INSIGHTS   |   Small Cap Strategies to Consider

Issue 123: September 30, 2024

• NOW AVAILABLE   |   Updated Models Returns

• Did You Know?   |   To invest for the first time, go to the account, click on Trading Service then New Investment.

• State of the Markets   |   Why did Aggressive Portfolios Outperform Last Week?

• Insights   |   Technology Strategies to Consider

Issue 122: September 23, 2024

• STATE OF THE MARKETS   |   Aggressive Portfolios Outperformed Conservative Following Fed Decision

• Making it Easier to Do Business   |   Generate an Investment Plan Proposal Right From the Model Center

• Did You Know?   |   You can request one-time distributions right on the platform if you have LPOA for disbursement.

• Insights   |   Investors in Cash at Risk

Issue 121: September 16, 2024

• Making it Easier to Do Business   |   Bring Your Most-Used Models to the Top in the Model Center

• Models   |   Which of the EQIS ETF and UMA Models Best Suit Your Clients’ Needs?

• Insights   |   Investors in Cash at Risk on the Precipice of Fed Easing

• Did you know?   |   You can quickly see if an account has a bank link on file by going to the account and clicking on Settings.

• STATE OF THE MARKETS   |   Markets Rally with Rate Cuts Expected

• NEW RESEARCH   |   Ironwood Small Cap Core is an Intriguing Strategy that may be Positioned to Benefit from Falling Interest Rates

Issue 120: September 9, 2024

• Making it Easier to Do Business   |   Purchase a Model Right From the Model Center

• STATE OF THE MARKETS   |   Global Stocks Pull Back in the Face of a Slowing Global Economic Backdrop

• Did you know?   |   If using our digital “Open New Account” feature, you can easily add multiple funding sources, whether check, ACH or transfers.

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 119: August 26, 2024

• Reorg Alert   |   Yandex is Now Nebius; Light at the End of the Tunnel!

• Insights   |   Have return expectations for small cap changed?

• Manager Spotlight   |   What does the shift in volatility mean for portfolios? An interview with ABR's Taylor Lukof

• STATE OF THE MARKETS   |   Dovish Remarks from Fed Chair Jerome Powell Sparked Broad Rally

• Did you know?   |   Did You Know? Outgoing transfer paperwork needs to be sent directly to the custodian.

• MODEL SPOTLIGHT   |   Small Cap Strategies to Consider

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 118: August 19, 2024

• Insights   |   Will July 2024 Be a Harbinger of Small-Cap Strength in U.S. Equities?

• FOR YOUR CLIENTS   |   Updated Periodic Table of Asset Class Returns

• Did You Know?   |   Checks need to be sent directly to the custodian with the account number on them.

• STATE OF THE MARKETS   |   A Strong Week for Equities Propelled Aggressive Portfolios

• MODEL SPOTLIGHT   |   Technology Strategies to Consider

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 117: August 12, 2024

• Insights   |   Global Market Sell-Off Following Tightened Japan Monetary Policy

• Making it Easier to Do Business   |   New Goldman Sachs Mobile Capability for Clients

• STATE OF THE MARKETS   |   Markets Bounced Back Following Sudden Meltdown

• Did you know?   |   An Investment Plan is required and is easily and quickly created in Freedom Advisors and attached to a completed new account application or standalone.

• MODEL SPOTLIGHT   |   Three Growth Strategies to Consider

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 116: August 5, 2024

• MODEL SPOTLIGHT   |   Compelling Strategies for Latin America

• MANAGER SPOTLIGHT   |   Kensington Asset Management

• Did you know?   |   The Model Center shows the required minimum initial investment amount for each model.

• STATE OF THE MARKETS   |   Risk-Off Sentiment Leads to Divergence Between Aggressive and Conservative Portfolios

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 115: July 29, 2024

• Managers & Models   |   ESG Model Lineup

• INSIGHTS   |   How Often Do Small Cap, Value, and High Profitability Outperform?

• INSIGHTS   |   Reality Meets Expectation for the Mag 7

• NOW AVAILABLE   |   Updated Models Returns

• STATE OF THE MARKETS   |   Markets Recovered Friday as Rotation Out of Tech Continues

• Did you know?   |   We can help you win business with a compelling presentation showing attractive performance with favorable risk analytics.

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 114: July 22, 2024

• Reports   |   Global Performance Review Provides Snapshot Detail of All Client Portfolios

• WEBINARS   |   Listen Anytime: Q2 2024 Review and Market Update

• Did you know?   |   Before submitting documents to transfer an account away from Freedom Advisors, review its holdings for any non-transferable securities.

• STATE OF THE MARKETS   |   Balanced Portfolios Fell in Advance of Tech Earnings

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 113: July 15, 2024

• Insights   |   Massive Market Rotation Following June CPI Decline

• Enhancements   |   Are You Using the Sleeve Performance Report?

• Commentary   |   Q2 2024 Investment Commentary

• Did you know?   |   You can filter the Transactions tab to view all deposits/withdrawals in an account since inception.

• MANAGERS & MODELS   |   Seeking Diversification and Growth? Explore Zacks Core ETF Models!

• STATE OF THE MARKETS   |   Balanced Portfolios Enjoyed Healthy Bump Following CPI Data

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 112: July 1, 2024

• INSIGHTS   |   International Financials Pull Back Amid Political and Central Bank Uncertainty

• MANAGERS & MODELS   |   Vanguard CRSP ETF Models

• STATE OF THE MARKETS   |   How Did Balanced Portfolios Perform Following the May PCE Report?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 111: June 24, 2024

• Win Business   |   Are You Winning Business With Your Investment Proposal?

• MANAGERS & MODELS   |   Wilshire Innovative Low-Cost ETF Models

• DID YOU KNOW?   |   You can access your Documents vault by going to Contacts > Non-Customer Contacts and clicking on your name.

• STATE OF THE MARKETS   |   Positive Equity Returns Helped Aggressive Portfolios Outperform Last Week

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 110: June 17, 2024

• INSIGHTS   |   Opportunity: Consumer Sentiment Disconnected From Economy

• MANAGERS & MODELS   |   Financial Trust Flexible Income Model

• DID YOU KNOW?   |   Obsolete forms will be rejected. Forms are updated frequently.

• STATE OF THE MARKETS   |   What Drove the Sharp Divergence Between Aggressive and Conservative Portfolios Last Week?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 109: June 10, 2024

• INSIGHTS   |   Staying Ahead of the Coming Slowdown

• Manager Profile   |   Brief, Insightful Video with JPM on International Growth

• DID YOU KNOW?   |   We have already executed millions of trades this year through automation without any manual intervention.

• STATE OF THE MARKETS   |   Dramatic Moves in Bond Market Resulted in Tumultuous Week for Balanced Portfolios

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 108: June 3, 2024

• FOR YOUR CLIENTS   |   Updated Periodic Table of Asset Class Returns

• STATE OF THE MARKETS   |   Portfolios Across all Risk Tolerances Rallied Back to Trim Weekly Losses

• DID YOU KNOW?   |   We get emotional and high-five when you recognize our contribution to your success.

• IN CASE YOU MISSED IT   |   Performance Summary Report Now Turbocharged

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 107: May 28, 2024

• PLATFORM ENHANCEMENTS   |   Performance Summary Report Now Turbocharged

• DID YOU KNOW?   |   We are fixated on freeing you to do what you do best.

• STATE OF THE MARKETS   |   Utilities Emerged as a Surprising Leader, surging 18% in Three Months

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 106: May 20, 2024

• PLATFORM ENHANCEMENTS   |   Flow of Funds Report Enhanced

• Insights   |   When Will the Small Cap Risk Premium Return?

• DID YOU KNOW?   |   We have live service staff in every time zone, available to help you early, late and all times in between.

• STATE OF THE MARKETS   |   How Did Balanced Portfolios React to New Inflation Data?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 105: May 13, 2024

• PLATFORM ENHANCEMENTS   |   Welcome to the Expanded Reporting Center

• MANAGER PROFILE   |   WestEnd Advisors

• DID YOU KNOW?   |   We can brand the platform with your logo and business name, removing Freedom Advisors.

• STATE OF THE MARKETS   |   How did investor portfolios hold up against sticky inflation and falling sentiment?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 104: May 6, 2024

• INSIGHTS   |   Muni Rich, (After-Tax) Yield Poor

• DID YOU KNOW?   |   We offer very creative, competitive pricing to help you win and retain very large accounts.

• INVESTMENTS   |   EQIS UMA Models Reallocations

• STATE OF THE MARKETS   |   How did Balanced Portfolios Perform Following Fed Meeting?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 103: April 29, 2024

• PLATFORM ENHANCEMENTS   |   Multiple Funding Sources Available in Account Opening

• WEBINARS   |   Listen Any Time: Q1 2024 Review and Market Update

• DID YOU KNOW?   |   You Can Tag Favorite Models in the Model Center

• INSIGHTS   |   A (High Quality) Bird in Hand...

• STATE OF THE MARKETS   |   How Did Balanced Portfolios Perform in the Wake of Tech Earnings, Macro Data?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 102: April 22, 2024

• PLATFORM ENHANCEMENTS   |   Multiple Client Portal Access per Household

• NOW AVAILABLE   |   Models Returns

• DID YOU KNOW?   |   You Can Personalize Your Default View for Contacts & Service Center

• STATE OF THE MARKETS   |   What Factors Were Behind a Second Week of Losses for Balanced Portfolios?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 101: April 15, 2024

• ALERT   |   Hold on to Trade Holds!

• DID YOU KNOW?   |   You can find your clients' 2024 RMD information in your Freedom Advisors Documents vault.

• STATE OF THE MARKETS   |   What was the Impact of CPI Data, Geopolitical Tensions on Balanced Portfolios?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 100: April 8, 2024

• COMMENTARY   |   Investment Actions to Consider Taking Now

• INSIGHTS   |   Making a Hard Turn

• DID YOU KNOW?   |   There are marketing materials in the Resource Center that you can put your own brand on.

• STATE OF THE MARKETS   |   Aggressive and Conservative Risk Tolerances Diverge to End Volatile Week

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 99: April 1, 2024

• PRACTICE MANAGEMENT   |   Join Webinar: Financial Exploitation of Older Adults

• MANAGER PROFILE   |   Zacks Investment Management

• MANAGERS & MODELS   |   Unearthing Tomorrow's Giants

• DID YOU KNOW?   |   You Can Significantly Expand Information Available in the Client Portal

• STATE OF THE MARKETS   |   After a Strong Rally in Q1, what are the Alternatives to Expensive US Assets?

• INSIGHTS   |   Home Is Where the Heart Is

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 98: March 25, 2024

• MANAGERS & MODELS   |   Navigating Markets with Risk-Managed Growth

• DID YOU KNOW?   |   You can right click and export to Excel any platform table view.

• STATE OF THE MARKETS   |   What was the market fallout from a big week for global central banks?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 97: March 18, 2024

• INSIGHTS   |   More Evidence of Coming Rate Decline

• MODEL SPOTLIGHT   |   Unlocking Growth Potential in Hidden Gems

• DID YOU KNOW?   |   You can easily compare returns of models.

• STATE OF THE MARKETS   |   Is the US equity market in a bubble?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 96: March 11, 2024

• Reminder   |   Auto Invest Turned on For Most Accounts

• MODEL SPOTLIGHT   |   Tailoring Asset Allocation with ETFs

• DID YOU KNOW?   |   The Projected Cash Flow Report is the most popular new tool in the Reporting Center.

• STATE OF THE MARKETS   |   Hiring surged. Wages down. Unemployment at two-year high.

• Video   |   First Protect the Downside

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 95: March 4, 2024

• MAKING IT EASIER TO DO BUSINESS   |   Auto Invest Turned on For Most Accounts

• MODEL SPOTLIGHT   |   Capturing Growth Potential with Strategic Sector Focus

• DID YOU KNOW?   |   You can impersonate your client on the platform

• STATE OF THE MARKETS   |   Equity Markets Continue Higher Despite Inflation Rising

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 94: February 26, 2024

• MODEL SPOTLIGHT   |   Invest in Sustainability and Seek Strong Returns

• NOW AVAILABLE   |   Models Returns

• DID YOU KNOW?   |   There is a Much Faster and Easier Way!

• STATE OF THE MARKETS   |   Which Companies and Equity Indexes Set New Records Last Week?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 93: February 20, 2024

• NOW AVAILABLE   |   RMD Reports & 1099-Rs Uploaded

• MODEL SPOTLIGHT   |   A Dynamic Duo in the Investment Landscape

• FOR YOUR CLIENTS   |   Periodic Table of Investment Returns

• DID YOU KNOW?   |   You Can Fully Automate Ongoing Investments or Withdrawals

• STATE OF THE MARKETS   |   What does Recent Inflation Data Mean for Markets?

• SCHEDULE NOW   |   Book 2024 Planning Session

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 92: February 12, 2024

• INSIGHTS   |   When The Interest Rate Levee Breaks

• COMMENTARY   |   A Slower Pace to Lower Rates

• DID YOU KNOW?   |   Instant Chat is Quickest

• MODEL SPOTLIGHT   |   Unlocking Performance Potential through Relative Strength

• INSIGHTS   |   Why did $2 billion flow into First Trust Buffer ETFs in 2023?

• STATE OF THE MARKETS   |   S&P 500 Closes Above 5,000. How Accurate are Investors in Predicting the Fed?

• SCHEDULE NOW   |   Book 2024 Planning Session

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 91: February 5, 2024

• MAKING IT EASIER TO DO BUSINESS   |   Way to go service team!

• MANAGER SPOTLIGHT   |   Uncovering Hidden Small Cap Gems

• INSIGHTS   |   Investing Beyond the Magnificent Seven

• DID YOU KNOW?   |   Flow of Funds is the Most Popular Report

• STATE OF THE MARKETS   |   Equity Markets Look Past Hot Employment Report

• Investing   |   EQIS Models Review for Q4 2023

• SCHEDULE NOW   |   Book 2024 Planning Session

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 90: January 29, 2024

• WEBINARS   |   Now Available: Q4 2023 Review and Market Update

• MAKING IT EASIER TO DO BUSINESS   |   More Information at Client Fingertips!

• INSIGHTS   |   Astoria's Cycle Indicators, Risk Metrics, & Portfolio Positioning

• SCHEDULE NOW   |   Book 2024 Planning Session

• DID YOU KNOW?   |   You Can Download Monthly Model Returns

• STATE OF THE MARKETS   |   Can the US Economy Continue its Goldilocks Streak?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 89: January 22, 2024

• INSIGHTS   |   Schwab Chartbook

• NOW AVAILABLE   |   Models Returns

• SCHEDULE NOW   |   Book Your Session Now. The Schedule is Filling Fast.

• DID YOU KNOW?   |   There Are Additional Client Portal Features

• STATE OF THE MARKETS   |   Which US Sectors Are Vulnerable and How Does China Stop Deflation?

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 88: January 16, 2024

• Commentary   |   2024 Outlook

• SCHEDULE NOW   |   Book Now, Slots Going Fast

• DID YOU KNOW?   |   We Can Debit Fees From Another Account

• STATE OF THE MARKETS   |   Stocks Rise for Week After SEC Approves First-Ever Spot Bitcoin ETFs

• INSIGHTS   |   Explore Our Investment Insights Center

Issue 87: January 8, 2024

• SCHEDULE NOW   |   2024 Planning Session

• COMMENTARY   |   Clearing the Real Rate Path

• DID YOU KNOW?   |   98 Years of Data Supports Fama/French

• STATE OF THE MARKETS   |   Overbought Markets Decline to Start 2024; What Lies Ahead?

• INSIGHTS   |   Explore Our Investment Insights Center

See The Dispatch Archive