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...
Read MoreThe 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...
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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...
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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!
Read MoreThe 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...
Read MoreThe 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%;...
Read MoreThe 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...
Read MoreInvestors 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....
Read MoreThe 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...
Read MoreThe 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...
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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...
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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...
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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...
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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....
Read MoreThe 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...
Read MoreThe 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...
Read MoreThe 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;...
Read MoreThe 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...
Read MoreThe 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,...
Read MoreThe 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...
Read MoreThe 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...
Read MoreThe 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...
Read MoreThe 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...
Read MoreThe 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...
Read MoreThe 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,...
Read MoreTrade 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...
Read MoreThe 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...
Read MoreThe 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...
Read MoreThe 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,...
Read MoreMarkets 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...
Read MoreBig 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....
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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...
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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.
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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...
Read MoreLabor 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...
Read MoreHow 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...
Read MoreIn 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...
Read MoreU.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...
Read MoreIn 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...
Read MoreOn 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...
Read MoreTo 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...
Read MoreThere 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...
Read MoreThe 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...
Read MoreIf 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...
Read MoreMost 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”...
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