Advisor Success Series

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock 12/06/2024

Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant 11/19/2024

Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS 10/31/2024

Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds 08/22/2024

Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management 07/29/2024

A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors 06/25/2024

Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management 06/04/2024

Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors 05/06/2024

The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research 03/27/2024

Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management 02/27/2024

Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds 12/15/2023

Addressing Factor Investing Research With Wes Crill of Dimensional Funds 11/16/2023

Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco 10/16/2023

Is It Dusk Before Dawn for the Beleaguered Real Estate Sector? A Conversation with Brian Cordes from Cohen & Steers 09/28/2023

The Recession that Didn’t Come (So Far) – A Conversation with David Cervantes, Pinebrook Capital 08/09/2023

Investing for the Future - A Conversation with Scott Helfstein, Global X ETFs 05/16/2023

So What Now? A Post-March FOMC Discussion with Ken Shinoda from DoubleLine 03/27/2023

What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management 02/24/2023

Kicking off our 2023 season discussing investment industry trends with VettaFi 01/26/2023

Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust 12/21/2022

How Social Media Is Transforming the Investment Dialogue – A Conversation with Rahul Hemrajani 10/05/2022

Discussing the Sale of 3D/L to Freedom Advisors/EQIS – A Conversation with EQIS CEO Bob Herrmann and 3D/L Capital President John O’Connor 09/06/2022

Addressing Investor Misconceptions in the Midst of Market Volatility: A Conversation with Wes Crill, Dimensional Funds 07/21/2022

Making Sense of Quantitative Tightening – A Conversation with Tony Crescenzi, Market Strategist at PIMCO 06/13/2022

Discussing Advisor Client Communication Challenges with Dimensional Funds’ Wes Crill 05/06/2022

Retirement Plan Compliance- A Conversation with Bonnie Treichel of Endeavour Retirement 04/08/2022

Navigating the Risks in Emerging Market Debt – A Conversation with American Century’s Joyce Huang 03/25/2022

Flash Podcast: A Post Fed Meeting Discussion with Mike Green from Simplify ETFs 03/17/2022

Building Bridges to the Digital Asset Ecosystem? Catching Up with Dave Nadig, ETF Trends 02/10/2022

"Not So Fast!” – A Conversation with Nancy Davis, CIO Quadratic Capital Management 01/27/2022