Trever Christian and John Schwalbach, Partners

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So far Trever Christian and John Schwalbach, Partners has created 55 blog entries.

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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