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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. 2020
  3. 12

Perspectives on Behavioral Investment Counseling

Dec 11, 2020

In this episode, Matt Shute is joined by his colleague Ed Schweitzer to discuss the behavioral "coach" role that financial advisors take on when working with clients. Ed recently joined the firm and brings a great deal of insight into how successful advisors work with clients to ensure they reach their...

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A Return to Economic Normalcy? Catching Up with Larry McDonald from the Bear Traps Report

Dec 9, 2020

In this episode, we catch up with Larry McDonald, former Lehman Brothers bond trader and current proprietor of the Bear Traps Report.  We discuss the shifting market landscape that could see a handoff from the government to the private sector as the world recovers from the coronavirus epidemic.  A bigger debate concerns...

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