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BlogOrangeBall Creative2026-09-09T17:53:42-05:00
  • No Summer Break for the Bond Market

    Blog-September 11, 2026-Trever T. Christian, CRPS®, AIF®, PPC-

    Key Observations August was a constructive but uneven month as investors balanced resilient equity returns against renewed pressure in the Treasury market, a more hawkish Federal Reserve tone, and lingering questions around inflation’s path.  The Federal Reserve’s message grew more hawkish following [...]

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  • A Pause for Perspective

    By Trever Christian and John Schwalbach, Partners
    Blog-December 16, 2025-

    What the recent commotion in markets reveals about the underlying cycle. Key Observations After a brisk rally in October, November saw muted returns across most asset classes. Policy participants have expressed sharply divergent views on [...]

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  • Higher Highs

    By Trever Christian and John Schwalbach, Partners
    Blog-November 13, 2025-

    As the party keeps going, how important are all-time highs?   Key Observations Q3 is on track to deliver a fourth straight quarter of double-digit earnings growth. The Fed’s October rate cut added momentum to [...]

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  • Important Medicare Changes for 2025

    By Trever Christian and John Schwalbach, Partners
    Blog-October 15, 2025-

      Medicare Changes for 2025 If you are 65 or older, you may have already heard about the major disruptions coming to Medicare Advantage plans in Minnesota for 2025. These changes will impact many retirees [...]

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  • The 70% Reality of Long Term Care

    By Trever Christian and John Schwalbach, Partners
    Blog-September 3, 2025-

    A New Approach to Long-Term Care — And How Business Owners Can Make It Tax Efficient Long-term care (LTC) refers to the support people need when they can no longer perform everyday tasks on their [...]

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  • Investing for High Net Worth Individuals

    By Trever T. Christian, CRPS®, AIF®, PPC
    Blog-August 12, 2025-

    At Freedom Financial Partners, our mission is to deliver exceptional wealth management to affluent individuals and business owners by utilizing a sophisticated, client-focused approach that combines fiduciary excellence with innovative investment solutions. To fulfill this [...]

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  • July Market Review: Calm Above, Currents Below

    By Trever Christian and John Schwalbach, Partners
    Blog-August 11, 2025-

    July Market Review: Calm Above, Currents Below Strong earnings season and resilient economy gives way to weak July employment report. Key Observations Markets were mixed in July as equities delivered modest positive returns amidst a [...]

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  • Navigating Economic Shifts: 2025 Mid-Year Investment Outlook

    By Trever T. Christian, CRPS®, AIF®, PPC
    Blog-July 29, 2025-

    Navigating Economic Shifts: 2025 Mid-Year Investment Outlook As we reflect on the first half of 2025, it's clear we've been navigating through significant economic policy shifts and heightened market volatility. Early in the year, investor [...]

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  • Understanding the “One Big Beautiful Bill”: A Guide for Individuals and Business Owners

    By John S. Schwalbach
    Blog-July 29, 2025-

    Understanding the "One Big Beautiful Bill": A Guide for Individuals and Business Owners On July 4, 2025, President Trump signed into law the "One Big Beautiful Bill" (OBBB), a comprehensive legislative package extending and enhancing [...]

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  • Summer Heatwave

    By Trever Christian and John Schwalbach, Partners
    Blog-July 14, 2025-

    Markets blaze ahead Key Observations Markets Advance in June – Despite geopolitical tensions and mixed policy signals, stocks powered higher with technology and industrials leading performance while small caps lagged. International Leads the Year – [...]

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