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.
An inside look at how marginal income tax brackets work.
It's important to make sure your retirement strategy anticipates health-care expenses.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.