A Disciplined Approach
to Personal Investment Management
Freedom Capital Management (FCM) has developed a specialized strategy for servicing the financial planning* and asset management needs for high net worth families.Our team of experienced independent financial advisors delivers actively managed investment strategies customized to help meet the needs of each client. We believe a combination of fundamental and technical research can lead to desirable investment outcomes over time.
Freedom Capital Management (FCM), is comprised of dedicated, experienced independent financial advisors and certified financial planners. We welcome an opportunity to share our process and investment philosophy with you.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Purchasing homeowners insurance is critical for protecting your home.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This worksheet can help you estimate the costs of a four-year college program.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that home, you invested that money?
Even low inflation rates can pose a threat to investment returns.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.