Disruption from AI paves way for assets outside of U.S. large cap Key Observations Global markets started the year strong and were broadly positive across asset classes in January. Concerns of potential disruption from new [...]
The Discipline Dividend: Capturing Opportunity and Managing Risk in an AI-Driven Market Key Observations Tempered return outlook: Our 2026 Capital Market Assumptions point to a tempered outlook as higher valuations and softer yields reduce return [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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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