FFWMG: In the News
Read on to see how Financial Freedom Wealth Management Group is providing thought-leadership throughout our industry. We are often called upon by local and national media to offer professional opinions and insights on a variety of topics affecting both our clients and the investment landscape. We are also available as guest speakers at conferences, professional development events, business training sessions and more.
Videos and Live Interviews
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
KOIN Wallet Wednesday
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Transparency With Diana B.
Julia Carlson got married at age 19 and right out of high school took a job at a local bank. She learned that the glass ceiling in the financial services industry comes quickly, so she left the bank after just four years and launched Financial Freedom Wealth Management Group, taking on an entrepreneurial challenge at a time in her life when most financial services professionals are just finishing up their secondary educations. (05192835)
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
TD Ameritrade Network
Industrials: transportation spending, fixing roads and bridges; Utilities: charging stations for electric vehicle support; Communications: internet and broadband expansion are the investment themes in the infrastructure bill. Julia Carlson weighs in on the momentum in the markets and broad portfolio diversification. Tune in for the full interview.(05207699)
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Exit Planning Solutions
An owner’s biggest asset is often their business as it’s where they have invested most of their financial resources and time. Because of that, it’s also the hardest thing for the owner to step away from. Elizabeth Mower, President of BEI, interview Julia Carlson, CEO and Founder of Financial Freedom Wealth Management Group, LLC, on the importance of advisors having the hard conversations with their business clients and then guiding them through the transition out of ownership. (05211374)
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
TD Ameritrade Network
The U.S. is opening up, as we do this more money makes it into the markets, in addition to recent earnings creating market momentum," says Julia Carlson. She believes that supply chain issues have hurt tech earnings. However, the market is making new highs as a new stimulus is coming with the infrastructure deal. What would a Fed taper mean for markets? Tune in for the full interview. (05207699)
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
TD Ameritrade Network
How will the Washington policy changes affect the market? "Expect volatility and stay committed to your long term plan. With volatility, use pullbacks to add to equities" says Julia Carlson. She believes that corporate tax increases are likely and companies have begun to factor in forward looking earnings guidance. She also says not no fight the Fed as the infrastructure deal will put more money into the markets. (05195840)
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Nasdaq TradeTalks
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
TD Ameritrade Network
When creating an investment plan, know your outcome or what you desire, says Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group. She discusses how to create an investment plan and some common mistakes investors make and can look to avoid. She also talks about knowing your personal risk tolerance. Tune in to find out more. (05164277)
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
TD Ameritrade Network
Finding Opportunities In Today's Market: Pullbacks and Diversification.
Nothing is without risk, staying the course rewards the investor, says Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group. She discusses finding opportunities in today’s market and what investors need to know about pullbacks. She also talks about the importance of diversification in your portfolio and how to keep a “long-term” focus for investing. Tune in to find out more. (05161119)
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
TD Ameritrade Network
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Media Inquiries
For interview requests and press inquiries, please contact one of our office locations.
As Seen On
Disclosures
1The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years’ of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. The ‘Top Wealth Advisor Moms’ list, released by Working Women Magazine and SHOOK research, is a ranking which measures the best practices of an advisor learned through telephone and in person interviews and considers such factors as their service models, investing process, revenue generated by their firms and assets under management. The recipients of the 40 under 40 award are chosen by the editors of the Investment News from a pool of nominees based on the criteria of accomplishment, contribution, leadership and promise.
2The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be investing into directly.
3SmartVestor Pro is a separate entity from Freedom Financial Wealth Management and LPL Financial.