Cash Freeman
Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.
Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.
As holidays approach, people look forward to spending quality time with loved ones. They should also plan to spend some time talking about family finances.
Cybercrime is increasing, impacting many Americans, with billions in losses. Learn more, including tips, in the current Investor’s Edge newsletter.
For those who don’t need the extra income, there are several ways to strategically use your RMD funds.
The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re
Life is full of changes and your insurance coverage needs to reflect that. Do you have adequate coverage to meet your family's needs?
The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.
No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.
