November at FFP: Celebrating Milestones and Looking Ahead
Dear FFP Clients and Friends,
November brings a mix of accomplishments, fresh ideas, and preparations for the year ahead. Around FFP, we have been celebrating an exam milestone, connecting with colleagues from across the country, and making time for family along the way. Here is what our team has been up to, along with a few things to keep in mind as year-end approaches.
Around the Office
- Trever Christian returned from Schwab IMPACT in Boston, which he attended with FFP’s leadership team. The conference provided an opportunity to connect with firms from across the country, exchange ideas, and explore best practices to bring back to FFP. There was also a little time for team building, which we share in this month’s Fun & Fodder.
- John Schwalbach recently enjoyed a dad’s weekend in Wisconsin visiting his son, Sam. It was a welcome opportunity to spend time together, catch up, and enjoy a change of pace outside the office.
- Kyle Playford has wrapped up year-end planning with the Financial Planning Association of Minnesota as he prepares for his upcoming role as president. It is an exciting next step in his involvement with the financial planning community, and we look forward to cheering him on.
- Matt Brandeen recently passed the CFP® exam, an important milestone on his path toward certification! After spending much of the past four years studying for industry exams, he is looking forward to a well-earned break from test preparation. We are proud of the dedication he has put into reaching this milestone. Congratulations, Matt!
A Season of Thanks
As Thanksgiving approaches, we want to pause and thank the clients and families who have made Freedom Financial Partners what it is today. For nearly 15 years, it has been our honor and privilege to help so many households navigate life’s changes, celebrate milestones, and plan for the people and priorities that matter most. The trust you place in us is something we never take for granted. Whether you have been with FFP from the beginning or joined us more recently, thank you for allowing us to be part of your lives.
Please note that our office will be closed on Thursday, November 26th and Friday, November 27th for the Thanksgiving holiday. We wish you a warm, restful celebration and memorable moments with those who matter most.
Market Perspective: Looking Beyond the Election
With the midterm elections behind us, our focus remains on your long-term plan rather than reacting to the latest political headline. Our investment approach is not built around whether Democrats or Republicans are in power. Instead, we seek to participate in the long-term growth of U.S. and international businesses, while maintaining diversified exposure across industries, markets, and asset classes appropriate to your goals.
That does not mean standing still. Over the next month, we will continue evaluating market conditions and reviewing potential year-end refinements to our investment models. Any adjustments will reflect our ongoing assessment of opportunities, risks, and portfolio positioning, not a wholesale change in direction based on election results. The goal remains to keep portfolios aligned with their long-term objectives and intended level of risk, a theme also explored in this month’s market commentary.
Read our full market commentary here.
Year-End Planning: Getting Ahead of the Deadlines
Our team is working through Schwab’s year-end processing deadlines with clients, including requests involving retirement distributions, Roth conversions, and charitable gifts. Some submission deadlines arrive as early as November 30, so please reach out soon about anything you would like to complete before year-end. We want to leave plenty of time for paperwork, approvals, and processing.
Have you heard our latest podcast feature?
John Schwalbach and Greg Holmgren recently sat down to talk with Julie Keyes on the Poised for Exit about diversification and why business owners should consider building wealth outside of their business. It’s a great conversation for anyone thinking about long-term financial security, flexibility, and what comes next.
Listen to the full episode here.
In This Month’s Fun & Fodder
Schwab IMPACT wasn’t all conference sessions and note-taking. This month’s Fun & Fodder shares a look at John Schwalbach, Trever Christian, and Jon Holmgren’s visit to Fenway Park for a team-building event during their time in Boston. It was a memorable opportunity to spend time together outside the office.
Please reach out with questions, changes in your life, or year-end planning needs so we can work through them together.
Wishing you and your family a wonderful Thanksgiving!
Fun & Fodder
Boston Bound: Schwab Conference & a Visit to the Green Monster!
John, Jon, and Trever recently traveled to Boston to attend the Charles Schwab conference! It was a great opportunity to connect with industry professionals, explore new ideas, and gain valuable insights to bring back to our team and clients.
Of course, the trip wasn’t all business! One of the highlights was visiting the iconic Fenway Park, home of the Boston Red Sox, and getting to see the famous “Green Monster,” the towering left-field wall, in person.
It was a great mix of learning, networking, and a little fun along the way!
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Copyright © 2026 Freedom Financial Partners, LLC, All rights reserved.
You are receiving this email as a valued client or partner of Freedom Financial Partners.
Newsletter-Market Commentary Disclosures:
The foregoing content reflects the opinions of Freedom Financial Partners and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.
Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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November at FFP: Celebrating Milestones and Looking Ahead
Dear FFP Clients and Friends,
November brings a mix of accomplishments, fresh ideas, and preparations for the year ahead. Around FFP, we have been celebrating an exam milestone, connecting with colleagues from across the country, and making time for family along the way. Here is what our team has been up to, along with a few things to keep in mind as year-end approaches.
Around the Office
A Season of Thanks
As Thanksgiving approaches, we want to pause and thank the clients and families who have made Freedom Financial Partners what it is today. For nearly 15 years, it has been our honor and privilege to help so many households navigate life’s changes, celebrate milestones, and plan for the people and priorities that matter most. The trust you place in us is something we never take for granted. Whether you have been with FFP from the beginning or joined us more recently, thank you for allowing us to be part of your lives.
Please note that our office will be closed on Thursday, November 26th and Friday, November 27th for the Thanksgiving holiday. We wish you a warm, restful celebration and memorable moments with those who matter most.
Market Perspective: Looking Beyond the Election
With the midterm elections behind us, our focus remains on your long-term plan rather than reacting to the latest political headline. Our investment approach is not built around whether Democrats or Republicans are in power. Instead, we seek to participate in the long-term growth of U.S. and international businesses, while maintaining diversified exposure across industries, markets, and asset classes appropriate to your goals.
That does not mean standing still. Over the next month, we will continue evaluating market conditions and reviewing potential year-end refinements to our investment models. Any adjustments will reflect our ongoing assessment of opportunities, risks, and portfolio positioning, not a wholesale change in direction based on election results. The goal remains to keep portfolios aligned with their long-term objectives and intended level of risk, a theme also explored in this month’s market commentary.
Read our full market commentary here.
Year-End Planning: Getting Ahead of the Deadlines
Our team is working through Schwab’s year-end processing deadlines with clients, including requests involving retirement distributions, Roth conversions, and charitable gifts. Some submission deadlines arrive as early as November 30, so please reach out soon about anything you would like to complete before year-end. We want to leave plenty of time for paperwork, approvals, and processing.
Have you heard our latest podcast feature?
John Schwalbach and Greg Holmgren recently sat down to talk with Julie Keyes on the Poised for Exit about diversification and why business owners should consider building wealth outside of their business. It’s a great conversation for anyone thinking about long-term financial security, flexibility, and what comes next.
Listen to the full episode here.
In This Month’s Fun & Fodder
Schwab IMPACT wasn’t all conference sessions and note-taking. This month’s Fun & Fodder shares a look at John Schwalbach, Trever Christian, and Jon Holmgren’s visit to Fenway Park for a team-building event during their time in Boston. It was a memorable opportunity to spend time together outside the office.
Please reach out with questions, changes in your life, or year-end planning needs so we can work through them together.
Wishing you and your family a wonderful Thanksgiving!
Fun & Fodder
Boston Bound: Schwab Conference & a Visit to the Green Monster!
John, Jon, and Trever recently traveled to Boston to attend the Charles Schwab conference! It was a great opportunity to connect with industry professionals, explore new ideas, and gain valuable insights to bring back to our team and clients.
Of course, the trip wasn’t all business! One of the highlights was visiting the iconic Fenway Park, home of the Boston Red Sox, and getting to see the famous “Green Monster,” the towering left-field wall, in person.
It was a great mix of learning, networking, and a little fun along the way!
Please support them by using the Forward email option below.
Thank you!
You are receiving this email as a valued client or partner of Freedom Financial Partners.
Newsletter-Market Commentary Disclosures:
The foregoing content reflects the opinions of Freedom Financial Partners and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.
Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Clarity + confidence for what’s next.
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