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The last quarter of 2021 was solid for risk assets as equities rebounded, making it a strong year for high-quality U.S. risk assets.  In our Q4 investment commentary, the FWA Investment Committee provides insight on the markets...

Investors saw heightened volatility across equity and bond markets in the third quarter. In our Q3 investment commentary, the FWA Investment Committee provides insights on the markets and updates on the FWA-managed portfolios.

Stocks and bonds were both strong in Q2, backed by near-term accelerated economic and corporate earnings growth but mixed with fears of slowing growth rates going forward. What is up ahead for investors as we move through a global...

PPresident Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation's infrastructure and other projects. As part of the legislative process, the Biden...

It was a solid start for risk assets in Q1 as stocks rallied and investors remained favorable on an improving global economy. Bond investors didn't fare as well in the quarter as interest rates moved higher and bond prices...

Health, economic and financial market events that should not be forgotten any time soon...

The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...

The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...

The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...

The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...

The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...

The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...

The Week on Wall Street Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones...

The Week on Wall Street The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s...

The Week on Wall Street Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones...

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The Week on Wall Street Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings....

The Week on Wall Street Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial...

The Week on Wall Street Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average...

The Week on Wall Street Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial...

The Week on Wall Street Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way.The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500...

The Week on Wall StreetStock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal-spending measure. The Dow Jones Industrial Average gained 1.81%...

The Week on Wall StreetOverlooking stalled efforts by Congress to pass a new fiscal stimulus bill, stocks marched higher last week with the Dow Jones Industrials leading the way and the NASDAQ Composite setting multiple fresh record...

The Week on Wall Street Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package.The Dow Jones Industrial Average slipped 0.16%, while the...

The Week on Wall Street Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship. The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor's 500...

The Week on Wall StreetStocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases. The Dow Jones Industrial Average gained 2.29%,...

Despite significant uncertainty due to the continued spread of COVID-19, questionable stability of an economic recovery and the pending results of the U.S. presidential election, Q2 saw a surprising V-shaped reversal on the S&P 500.

The Week on Wall StreetIn a holiday-shortened week, stock prices turned higher as encouraging economic data outweighed an increase in COVID-19 cases and a rollback in economic re-openings.The Dow Jones Industrial Average rose 3.25%,...

The Week on Wall StreetA jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%,...

The Week on Wall StreetStocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new COVID-19 cases might lead to another economic shutdown. The Dow Jones Industrial Average rose 1.04%,...

The Week on Wall StreetInvestor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where reopening has been underway as well as a subdued economic forecast from the Federal Reserve. The Dow Jones...

The Week on Wall StreetA positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China.The Dow Jones Industrial...

The Week on Wall StreetThe shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains. The Dow Jones Industrial Average rose 3.75%, while the Standard &...

The Week on Wall StreetStock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential virus treatments.The Dow Jones Industrial Average...

As the health crisis spikes fear across financial markets and the U.S. Government provides unprecedented support to try to combat the economic damage, we are left with a wide range of scenarios. In the Q1 Quarterly Investment...

The Week on Wall StreetThe stock market staged a broad rally this week, buoyed by the prospect that COVID-19's grip on the nation may be easing and news of another Federal Reserve program to help stabilize businesses.The Dow Jones...

The Week on Wall StreetThe stock market suffered through another volatile week as it wrestled with the health and economic fallout of the domestic spread of the coronavirus. Swift and decisive actions by the Federal Reserve and policy...

Your health, and the health of our team is our first priority: The CDC recommends that individuals and businesses engage in social distancing practices. While we have taken extra sanitizing precautions within our office to help provide...

For our clients that are in the actively managed FWA Portfolios, we have posted this important update. The FWA Investment Committee have made slight adjustments across select portfolios to take advantage of Market dislocations and have...

The Week on Wall StreetHeightened coronavirus fears, falling yields, and Super Tuesday primary results sent stocks on a rollercoaster ride of sharp price swings, leaving stocks marginally higher for the week.The Dow Jones Industrial...

The Week on Wall StreetStocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending.The selloff became a correction for the U.S. markets. The S&P...

Increased Short-Term Uncertainty Around Coronavirus and U.S. Presidential Elections Impacting Markets Investors came into 2020 anticipating global economic stabilization and a potential reacceleration throughout the year. This resulted...

FWA Wellness Challenge Winners Announced

Robin Rozman

Wednesday, February 19, 2020

The results are in....drumroll, please! A Total of 81 pounds were lost by the 8 participants at Freedom Wealth Alliance. Wow, that's like losing a whole person, poof and gone. Don't worry we are all present and accounted for. We just...

The Week on Wall StreetStocks advanced four days out of five during the past market week, erasing the losses of the week before. The Nasdaq Composite surged 4.04%, the S&P 500 3.17%, and the Dow Jones Industrial Average 3.00%. Foreign...

The Week on Wall StreetStock benchmarks declined for a second straight week as coronavirus news tempered risk appetite.The S&P 500 fell 2.14% on the week. The Nasdaq Composite dipped 1.76%, and the Dow Jones Industrial Average, 2.55%....

The Week on Wall StreetStock prices fell last week as investors considered the potential health and economic risks of the flu-like coronavirus.Foreign stock markets, as tracked by the broad MSCI EAFE index, fell 1.03% for the week....

Investors More Optimistic in Q4. 2019 was a strong year for equity and bond markets in the midst of bullish and bearish crosswinds. In Q4, investors appeared to have become more optimistic on U.S.-China trade negotiations and with an...

The Week on Wall Street Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran's top military officer. Oil prices rose more than 3% following the breaking news.[1] Wall Street benchmarks...

FWA 2020 Wellness Challenge Starts January 6th

Robin Rozman

Thursday, January 2, 2020

It is estimated 45 million Americans go on a diet each year! Staggering statistic, don't you think? January is a big month for detoxes, new diets, new gym memberships, resolutions and a renewed focus on wellness. How many of us will be...

The Holiday Season Is Here!

Robin Rozman

Friday, December 13, 2019

Tis the season to rejoice in the spirit of giving! Clients and friends, please stop in to see our winter wonderland, have a warm beverage and a bit of Christmas Cheer!

The Week on Wall Street Key Wall Street benchmarks were up and down last week – or rather down and then up. A Tuesday retreat was offset by a Friday rally spurred by the Department of Labor’s November jobs report. While the S&P 500...

The Week on Wall Street As November wrapped up, U.S. equity benchmarks advanced. Stocks were again aided by a sense of optimism that a preliminary U.S.-China trade deal could be near. For the week, the Nasdaq Composite added 1.87%;...

The Week on Wall Street A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve. Both the S&P 500 and Nasdaq Composite ended the week...

Investors Preferred Defense in Q3 In this environment of increased uncertainty, defensive areas of the market outperformed in Q3. As investors defend an onslaught of negative headlines and the 2020 U.S....

The Week on Wall Street Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China, and shift the focus...

The Week on Wall Street Investors reacted to two major news items last week, one far more of a surprise than the other. The Federal Reserve did indeed make a rate cut, matching Wall Street expectations. Drone strikes on two of the...

The Freedom 2 Give Team joined together on Sunday, September 15th in honor of our beloved Cris Adams to walk for the National MS Society to end MS. It was a perfect day for the walk, our ray of sunshine, Cris, is pictured in the middle...

The Freedom Wealth Alliance team prides itself on continuously looking to enhance the client experience and building internal procedures to better deliver on the high expectations we have for ourselves to service our clients. We often...

Gerald Schuelke of Milwaukee, Wisconsin joins Freedom Wealth Alliance, an independent RegisteredInvestment Advisor in Brookfield, Wisconsin.According to Mr. Schuelke, the decision was an easy one once he was introduced to Freedom...

Freedom 2 Give Team Walks 4 Wishes

Robin Rozman

Monday, August 26, 2019

Saturday at the Milwaukee Lakefront was a perfect day to Walk for Children's wishes and the Make-A-Wish Foundation. Our team helped support Milwaukee area Make-A-Wish kids like Michael who wished for a Saxophone and is now a musician....

The Week on Wall Street U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost 1...

The Week on Wall Street Last week, the Federal Reserve cut interest rates for the first time in more than a decade, in line with Wall Street's expectations. Ironically, stocks had their worst week of 2019. The S&P 500 finished the...

The Week on Wall Street Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve's next announcement about interest rates. Stocks rose for the week;...

The Week on Wall Street Stock benchmarks retreated during the first week of the second-quarter earnings season. As some big names shared quarterly results, investors seemed more interested in what might happen at the Federal Reserve's...

The Week on Wall Street Friday, the S&P 500 settled above 3,000 for the first time, after rising 0.78% for the week. The Dow Jones Industrial Average chalked up a milestone of its own: the blue chips ended the week above 27,000,...

The U.S. economy achieves the longest economic expansion on record in July, expanding for 121 months since June 2009. In the Q2 Quarterly Investment Commentary, the FWA Investment Committee provides insights into the markets, investor...

The Week on Wall Street The S&P 500 hit an all-time peak of 2,964.03, in intraday trading Friday, while improving 2.20% across five market days. The Dow Jones Industrial Average and Nasdaq Composite posted respective, 5-day advances...

The Week on Wall Street Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%. Overseas shares, as tracked by the MSCI EAFE developed markets...

The Week on Wall Street Stocks rallied during a week in which Wall Street was buffeted by headlines. The S&P 500 rose 4.41%. The Nasdaq Composite and Dow Jones Industrial Average respectively added 3.88% and 4.71%. The MSCI EAFE index...

The Week on Wall Street Stocks struggled during a 4-day market week as the U.S.-China trade standoff continued to weigh on the minds of market participants. From the Friday, May 24 close to the Friday, May 31 close, the S&P 500...

The Week on Wall StreetStocks drifted lower last week as investors considered the possibility that the world's two largest economies might take some time to resolve key trade issues. The S&P 500 retreated 1.17%; the Nasdaq Composite,...

Trade Tensions Driving Market Volatility Investors have become increasingly disappointed as U.S. - China trade negotiations appear to be deteriorating. As trade uncertainty has increased, investors may be realizing that resolving these...

The Week on Wall Street Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China trade talks would continue. Even so, the major indices had a down...

The Week on Wall Street Stocks were up and down last week, and the three major benchmarks ended up little changed after five trading days. The S&P 500 rose 0.20% for the week; the Nasdaq Composite, 0.22%. The Dow Jones Industrial...

The Week on Wall Street Stocks returned to record territory, with both the S&P 500 and the Nasdaq Composite closing at historic highs. The S&P gained 1.20% for the week; the Nasdaq, 1.85%. The Dow Jones Industrial Average lagged,...

Markets Rebound Strongly in Q1 Markets rallied in Q1 as investors took advantage of lower valuations backed by supportive fundamentals. Following the rally, valuations are less attractive and concerns remain. In the Q1 Quarterly...

Big Market Selloff in Q4; Current Fundamentals Still Positive Investors shunned risk assets in Q4 as global equity, credit and commodity markets declined. Concerns remain, but markets may have already priced in some of these concerns....

Market Update

Eric Kulwicki, CFA

Monday, October 29, 2018

Monday, October 29 2018 An Update on Recent Market VolatilityRecently, the U.S. equity market has experienced an accelerated selloff, resulting in the S&P 500 Index falling roughly 10% from its September highs. Investors should set...

Freedom 2 Give Team Walks 4 MS

Robin Rozman

Wednesday, September 19, 2018

The team had a great turnout on Sunday, September 16th, for the MS walk in Waukesha. Our team was 4th overall in fundraising!! Together with all of the teams & supporters $30,628.88 was raised for the National MS society.

Freedom 2 Give Team Supports Make a Wish

Robin Rozman

Thursday, August 30, 2018

The Freedom 2 Give Walkers, Shannon Smith, Kurt & Robin Rozman, Max Flanagan & Lauren Skolak joined forces with other teams to support and raise money for Make A Wish. We heard from several children about their wishes, we had a lot of...

Labor Day is set aside to celebrate the social and economic achievements of American workers. It was proposed as a holiday by Matthew Maguire in 1882 while he served as secretary of the Central Labor Union in New York, NY. The labor...

How long will you live? How long will you live? It’s not a question anyone can answer with any certainty, and that creates a significant risk when planning for retirement. Your retirement may last for a long time, and you will...

In recent years, investors have largely ignored geopolitical risks. Russia’s invasion of the Crimean Peninsula, the Brits’ vote to leave the European Union (EU), unrest in the Middle East, and other global events have not...

U.S. Equity Markets Outperform Amid Global Tensions. The Freedom Wealth Alliance (FWA) Investment Committee provides an update on the markets and share details on how the FWA-managed portfolios are positioned in the current market...

In the olden days, the word ‘subscription’ typically was applied to just magazines and newspapers. Today, that’s not the case. Americans are buying everything from meal kits to baby products to vitamins by...

On July 4, 1776, the American colonies banded together and declared independence from Great Britain. The countries had been at war for more than a year due to a number of issues, particularly in regards to harsh taxation and a lack of...

To the relief of many South Africans, Day Zero has been pushed back to 2019. Day Zero is the date on which Cape Town will run out of water, and its four million residents will begin to collect daily water rations of about seven gallons...

There are many perceived requirements of being a dad. “One of the jobs of a good dad is to help kids become a little tougher, a little more resilient, a little more separate…dads push kids to leave the nest; they brush off...

The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying calm and keeping your wits about...

If you’ve ever composed a grocery list in your head while driving carpool and listening to your children discuss who got in trouble at school and why, then you know what it’s like to have your attention divided. If...

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half”...