The Dispatch

Issue 152: May 12, 2025

• For Your Clients   |   Updated Periodic Table of Asset Class Returns

• Insights   |   Cybersecurity: A Durable Growth Story in a Digital Age

• Capital Group   |   Tariffs: What’s next for stocks, bonds and the dollar?

• Did You Know?   |   You can submit RMD requests right on the platform if you have LPOA for disbursement and no longer need to submit a form.

• State of the Markets   |   Markets Tread Water for the Week

• INSIGHTS   |   Dimensional Fund Advisors: Markets Look Forward. So Should Investors.

Issue 151: April 28, 2025

• Dimensional Fund Advisors   |   Markets Look Forward. So Should Investors.

• Vanguard   |   Fixed income remains key to long-term diversification

• Did You Know?   |   You can send Qualified Charitable Distributions directly to the charity of your choice.

• Kiplinger   |   Four Potential Tax Changes to Keep Your Eye On

• State of the Markets   |   Market Recovery Offers Reprieve Amid Volatility

• Insights   |   Market Performance Review and Asset Allocation Outlook April 2025

Issue 150: April 21, 2025

• Insights Webinar   |   Freedom Investment Team brings timely analysis and actionable ideas

• Main Management   |   Market Volatility Resources

• Insights   |   Man-American Beacon Perspective: Why Patience Matters

• Did You Know?   |   You can easily request a platform user seat for a team member.

• State of the Markets   |   Hawkish Tone from Fed Spurs Equity Retreat

• Insights   |   Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs

Issue 149: April 14, 2025

• Taxes   |   Important Tax Information and Contribution Deadlines

• Dimensional Fund Advisors   |   Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs

• PIMCO   |   Seeking Stability

• Swan Global Investments   |   The Case for Active Management of Hedged Equity

• Did You Know?   |   You can access specific security transactions by filtering the Transactions tab in any account. transactions for that specific security.

• Virtus Investment Partners   |   Real Estate: Are You in It?

• STATE OF THE MARKETS   |   Equities Rebound as Extreme Volatility Continues

• Insights   |   Quarterly Commentary Q1 2025

Issue 148: April 7, 2025

• BlackRock   |   BlackRock's Retirement Window: Navigating Uncertainty and Making Critical Decisions

• Commentary   |   Quarterly Commentary Q1 2025

• Capital Group   |   Understanding Tariffs: 5 Charts to Help You Navigate

• WestEnd Advisors   |   May You Invest in Interesting Times

• Taxes   |   Important Tax Information and Contribution Deadlines

• Did You Know?   |   Schedule a call with any of us any time convenient for you. Click on our calendar in prior emails or send a quick Chat.

• STATE OF THE MARKETS   |   Tariff Worries Hammer Risk Assets

• Insights   |   Factor Rotation: A Critical Moment to Reassess Portfolio Allocations

Issue 147: March 31, 2025

• Insights   |   Capital Group: Where to Invest Under Trump 2.0

• Taxes   |   Important Tax Information and Contribution Deadlines

• Did You Know?   |   Clients investing through their employer retirement plans may be able to have you manage a portion of those assets on our platform through a “brokerage window.”

• STATE OF THE MARKETS   |   Stocks Under Pressure as the S&P 500 Is Set for Its Worst Quarter Since 2022

• Insights   |   The Impact of Expected Tariffs on the U.S. Economy

Issue 146: March 24, 2025

• Commentary   |   The Impact of Expected Tariffs on the U.S. Economy

• Taxes   |   Important Tax Information and Contribution Deadlines

• Commentary   |   Factor Rotation: A Critical Moment to Reassess Portfolio Allocations

• Did You Know?   |   There is account paperwork for many of the account types not available in the new accounts tool, located in the Support Center.

• STATE OF THE MARKETS   |   High Volatility Continues for Balanced Portfolios

• Insights   |   Explore Our Investment Insights Center

Issue 145: March 17, 2025

• Investing Q&A Series   |   What do longer lifespans mean for investing?

• Taxes   |   Important Tax Information and Contribution Deadlines

• Commentary   |   Russell Investments: Is the U.S. Dollar’s Golden Age Fading?

• Did You Know?   |   If you need a form to process a request then it can be located in the Support Center.

• STATE OF THE MARKETS   |   Looming Global Trade Conflicts Weigh on Equities and Bonds

• Investing Q&A Series   |   Is real estate still a viable asset class for diversification and growth?

• Insights   |   Shifting Tides: Rebalancing for a Changing Global Market

Issue 144: March 10, 2025

• Investing Q&A Series   |   Where will we get the energy needed to meet the growing AI datacenter demand?

• Taxes   |   Important Tax Information and Contribution Deadlines

• Did You Know?   |   The Support Center contains detailed instructions to help you and beneficiaries navigate the death claim process.

• Commentary   |   Shifting Tides: Rebalancing for a Changing Global Market

• STATE OF THE MARKETS   |   Headlines Drive Volatility Across Risk Tolerances

• Investing Q&A Series   |   What do protectionist policies mean for the United States?

• Insights   |   Dimensional Fund Advisors: Sticking Up For Small Value

Issue 143: March 3, 2025

• Now Available   |   RMD Reports & 1099s Uploaded

• Investing Q&A Series   |   Should we worry about asset allocation in 2025?

• Now Available   |   Updated Models Returns

• Taxes   |   Important Tax Information and Contribution Deadlines

• Manager Spotlight   |   Dimensional Fund Advisors: Sticking Up For Small Value

• Did You Know?   |   Once everyone signs a DocuSign, the request will automatically be sent to our inbox for processing.

• STATE OF THE MARKETS   |   A Strong Case is Made to Raise Mid Caps Weighting

• Investing Q&A Series   |   Could AI focus shift from infrastructure to agents and embodied AI?

• Insights   |   Explore Our Investment Insights Center

Issue 142: February 24, 2025

• Investing Q&A Series   |   Who wins the fixed income tug-of-war?

• Taxes   |   Important Tax Information and Contribution Deadlines

• Retirement Services   |   Solo 401(k)

• Did You Know?   |   If a client is depositing funds periodically, use Auto Invest instead of Dollar Cost Averaging.

• STATE OF THE MARKETS   |   Risk-Off Shift in Sentiment Hit Aggressive Portfolios

• Investing Q&A Series   |   Will the gap between the "haves" and "have nots" narrow?

• Insights   |   Updated Periodic Table of Asset Class Returns

Issue 141: February 18, 2025

• Taxes   |   Important Tax Information and Contribution Deadlines

• Investing Q&A Series   |   How will the Fed handle inflation and global trade conflicts in 2025?

• Retirement Services   |   Self-Directed 401(k) Account

• Did You Know?   |   You can see accounts that own a specific security by going to the Reporting Center and clicking on Position Export at the top and filtering by Ticker.

• STATE OF THE MARKETS   |   Bond Rally Boosts Equities for the Week

• Investing Q&A Series   |   Can equities continue their streak of +20% returns in 2025?

• Insights   |   Munis Fair and (After-Tax) Attractive

Issue 140: February 10, 2025

• Taxes   |   Important Tax Information and Contribution Deadlines

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

• Investing Q&A Series   |   How can we invest for my 70-year-old client asking for 7% after-tax monthly income?

• Did You Know?   |   Custodian forms change frequently.

• Insights   |   Munis Fair and (After-Tax) Attractive

• STATE OF THE MARKETS   |   Markets on Edge over Interest Rates, Tariffs

• Insights   |   Pause for Longer as Inflation Progress Stalls

Issue 139: February 3, 2025

• Taxes   |   Important Tax Information and Contribution Deadlines

• Reminder   |   Update Your Bookmark! Time is Running Out!

• Global X Thematic   |   Should All Growth Investors Own This?

• Investing Q&A Series   |   Which models shift with the trends and have proven success?

• Did You Know?   |   You can access monthly billing statements in your Documents vault.

• Insights   |   Pause for Longer as Inflation Progress Stalls

• STATE OF THE MARKETS   |   Tariff Worries Resulted in Sudden Risk-Off Shift in Market Sentiment

• Insights   |   99 Years of History Helps Clients Maintain Perspective With This Visual

Issue 138: January 27, 2025

• Taxes   |   Important Tax Information and Contribution Deadlines

• Reminder   |   Update Your Bookmark!

• MARKET GUIDANCE   |   Help Clients Maintain Perspective

• Investing Q&A Series   |   Why is the earnings multiple of foreign stocks so much lower than U.S. stocks, and is that an opportunity to shift some assets to foreign?

• Did You Know?   |   There are marketing materials in the Resource Center that you can put your own brand on.

• STATE OF THE MARKETS   |   Which Out of Favor Sector Could Have a Brighter Outlook Under the Trump Administration?

• Insights   |   Market Performance Review and 2025 Asset Allocation Outlook

Issue 137: January 21, 2025

• WEBINARS   |   Market Performance Review and 2025 Asset Allocation Outlook

• Taxes   |   Important Tax Information and Contribution Deadlines

• Reminder   |   Update Your Bookmark!

• Model Spotlight   |   Diversifier: First Trust Alternatives Model

• Now Available   |   Updated Models Returns

• Investing Q&A Series   |   Should I overweight small-cap stocks?

• Did You Know?   |   You can right click and export to Excel any table view.

• STATE OF THE MARKETS   |   Portfolios Bounce Back Across All Risk Tolerances after Rocky Start to Year

• Insights   |   Freedom 2025 Outlook and Recommendations

Issue 136: January 13, 2025

• Commentary   |   Freedom 2025 Outlook and Recommendations

• Manager Spotlight   |   BlackRock 2025 Themes: Infrastructure, AI, Bitcoin

• PIMCO   |   From Cash to Bonds: A Strategic Shift in Post-Pandemic Investing

• Investing Q&A Series   |   How can I underweight the “Magnificent 7” and other stocks with extremely high valuation multiples?

• Commentary   |   The 60/40 Debate: Why 70/30 Isn’t the Answer

• Did You Know?   |   Instant Chat is Quickest.

• STATE OF THE MARKETS   |   What Triggered the Market Selloff Last Week?

• Insights   |   Leading Money Manager 2025 Outlooks

Issue 135: January 6, 2025

• Investing Q&A Series   |   What do you offer that is a broadly diversified, low-cost, tax-efficient portfolio that is more refined than direct indexing?

• Did You Know?   |   You can impersonate your client on the platform.

• STATE OF THE MARKETS   |   Late Equity Rally Trimmed Weekly Losses Across All Risk Categories

• Insights   |   Leading Money Manager 2025 Outlooks

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