Broker Check

FWA Commentary

Market Update

Thursday, February 8, 2018

An Update on Recent Market Volatility
Volatility has picked up across global risk assets and bond markets. The equity market sell-off has been quick but within expectations. The Freedom Wealth Alliance Investment Committee provides brief thoughts on the current market environment in this market update.


FWA Insights & Opinions

Monday, January 22, 2018

Why the U.S. Equity Market Appears Overvalued
The U.S. equity market appears overvalued based on a number of metrics, in our opinion. We believe this may result in lower equity returns for investors going forward, so a proactive approach to investment management is key. In this piece, the Freedom Wealth Alliance (FWA) Investment Committee takes a deeper dive into the valuation of the U.S. equity market and provides insights into how the FWA-managed portfolios are positioned in this environment.


FWA Quarterly Investment Commentary

Monday, January 8, 2018

A Strong 2017, Potential for Momentum to Continue in 2018
2017 was solid year for investors and we believe economic momentum can continue into 2018. U.S. equity valuations remain a concern, but we see potential opportunities overseas and have positioned our portfolios accordingly. The Freedom Wealth Alliance (FWA) Investment Committee weighs in on the state of the markets and provides an update on the FWA-managed portfolios in our latest quarterly investment commentary.