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.
It's important to understand the pros and cons when considering a prepaid debit card.
Here's a breakdown of how the federal government spends your tax money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
For many, retirement includes contributing their time and talents to an organization in need.
Here are six flags that may make your tax return prime for an IRS audit.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are things you can do to keep yourself safe when you lose your wallet.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Agent Jane Bond is on the case, covering how bond laddering works.
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.