The Dispatch

Keeping you informed on the markets, trends and how Freedom Advisors is serving you.

Investing Q&A Series

Q: Should I overweight small-cap stocks?

A: Current valuations show small-cap stocks trading at a historical discount relative to large-cap stocks, making this a potentially advantageous time to overweight them.

Small Cap Models:

Zacks Small Cap Equity
Eagle Ridge Small Cap Quality
Ativo Small Cap
Ironwood Small Cap Core

Have investing questions, or even questions AND answers? Submit them to insights@freedomadvisors.com.

See The Dispatch Archive

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Freedom Advisors offers a turnkey asset management platform (TAMP) with a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients.

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