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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.

  1. All Episodes
  2. 2021
  3. 09

Do We Need to Revisit the Value Premium? A Conversation with Dimensional Fund Advisors

Sep 17, 2021

In this episode, Wes Crill, Head of Investment Strategists at Dimensional Funds, joins us to discuss the latest issues surrounding value investing.  Stocks trading at low price/book valuations have historically outperformed the broader market due to their inherent riskiness, whether due to the cyclical nature of their...

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Retirement Planning, Decision Making, and Dealing with the Unexpected

Sep 3, 2021

In this episode, we are joined by Ross Marino. Ross is the founder of Transitus Wealth Partners and has been working as an advisor for over 30 years. We discuss Ross' philosophy around decision making, how to prioritize, and how he works with clients in the moments that come up unexpectedly. He is also the founder...

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