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Freedom Capital Management July Market Update (Click for full article)
Date: July 11, 2020 The chart below is the Nasdaq 100 Exchange Traded Fund (QQQ) which continues to lead the S&P-500 and Dow Jones Industrial Indexes. The QQQ’s are over 10% over the February 19, 2020 high, while the S&P 500 and the Dow Jones Industrial averages are over 6% below the February 19, 2020 highs. The Nasdaq 100 consists of the technology and biotechnology stocks that seem to be showing the most strength in this “Coronavirus rally.” Think of it, the technology stocks are...
Freedom Capital Management June 2020 Market Update (Click for full article)
June 6, 2020 I will start with - Retirement Information What is the SECURE Act? The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed into law December 2019 and includes many reforms expanding access to workplace retirement plans for millions of full-and part-time workers, particularly small business employees. It also increases the age for required minimum distributions (RMDs) leaving more time for individuals to reach their savings goals. When will the changes become...
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Our Relative Strength Portfolio Strategy is positioned to be in the top performing areas of the market.
We adjust holdings when the leadership changes.
- Top Down Market Approach
- Relative Strength Portfolio Construction
- Definable Investment Process
- Client Focused
- Client Involvement
Stocks and Options
ETFs and Mutual Funds
Group Retirement and Savings
IRA, 401K and Rollovers
Bonds
Simplified Employee Pension Plans
Annuities
U.S. Treasuries Securities
Qualified Retirement Plans
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The information included herein was obtained from sources which we believe reliable, but we do not guarantee its accuracy. Neither the information nor any opinion expressed constitutes a solicitation by us for the purchase or sales of any securities or other financial instruments. There is no assurance that the Relative Strength Portfolio Strategy or any investment strategy will be successful.