Trever Christian and John Schwalbach, Partners

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So far Trever Christian and John Schwalbach, Partners has created 59 blog entries.

Markets Unfazed by October Frights

Equities overcome inflationary pressures and prospects of tighter monetary policy Key Observations Equity markets rebounded in October to new all-time highs. Treasury yields trended higher, leading to modest declines across most fixed income asset classes. US. and global central banks took initial steps toward tightening monetary policy (for historical perspective, [...]

Markets Unfazed by October Frights2022-08-25T12:34:37-05:00

IRS Announces 401(k) Limit Increase

IR-2021-216, November 4, 2021 WASHINGTON — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. The IRS today also issued technical guidance regarding all of the cost‑of‑living adjustments affecting dollar [...]

IRS Announces 401(k) Limit Increase2022-08-23T17:53:20-05:00

September Market Commentary

SUMMER RAIN FEEDS THE EQUITY MARKET Key Observations Equity markets largely shrugged off headline risks through the month and posted positive The S&P 500 Index has returned over 20 percent year-to-date The Federal Reserve will likely begin tapering its asset purchase program later this year or early in 2022 with [...]

September Market Commentary2022-08-24T19:19:39-05:00

August Market Commentary

‘Normalcy’ Moves Markets Higher, but Concerns Rise Key Observations Many broad market indexes posted positive returns for the month of July with some U.S. indexes hitting all-time highs. However, recent trends favoring the ‘vaccine trade’ areas of the market have reversed for the month with energy taking a step back, [...]

August Market Commentary2022-08-24T19:17:21-05:00

Should You Consider Making Lifetime Gifts?

By Lisa P Staron of Murtha Cullina   One of the main purposes of estate planning is to determine who receives your property when you die, and when and how they can access that inheritance. For many families, the answer involves a written plan for the benefit of their children [...]

Should You Consider Making Lifetime Gifts?2022-08-25T12:17:20-05:00

Fiducient FAQs

FAQs Relating to Fiducient Who is Fiducient? Fiducient is an independent consulting firm that provides investment consulting to a select group of firms within our industry. Their focus, similar to Freedom Financial Partners, is to provide conflict free, client first advice. They have no relationships with large financial institutions, custodians [...]

Fiducient FAQs2022-08-25T12:11:29-05:00

2021 Mid-Year Market Review

Economic recovery, updated vaccine and portfolio considerations Key Observations Financial market returns year-to-date coincide closely with the premise of an expanding global economic recovery. Economic momentum and a robust earnings backdrop have fostered uniformly positive global equity returns while this same strength has been the impetus for elevated interest rates, [...]

2021 Mid-Year Market Review2022-08-24T19:16:15-05:00

A Special Thank You to Our Clients: Freedom Financial Partners Celebrates Our 8th Anniversary

Wow! Where has the time gone?! Today, February 25, marks the 8th anniversary of Freedom Financial Partners and what a journey it has been. We have been humbled by the response over the past 8 years and wanted to send a quick note thanking you, our clients, for allowing us [...]

A Special Thank You to Our Clients: Freedom Financial Partners Celebrates Our 8th Anniversary2022-08-23T17:30:16-05:00
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