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.
Articles and News Coverage
Business Owners Are Worried About Retirement, Need Specialized Advice , Financial Advisor IQ (405301)
How To Help Clients Who Own Businesses In Declining Industries, Financial Advisor Magazine (05356808)
The Biggest Mistakes Owners Make When Selling Their Business , CNBC (05353643)
How to Identify a Job With Good Work-Life Balance, Yahoo! (05242694)
How to Decide Where Your Money Should Go, Real Simple (05242685)
Help Clients Feel Thankful This Holiday Season, Rethinking65 (05242664)
Practice Progress: How to Lose a Client (or Not)-Lessons Learned From Unsuccessful Advisory Relationships, Planadviser (05192399)
Hire from Other Industries, Retrain Talent as FA Exodus Looms: Execs,Financial Advisor IQ (#05189271)
More FAs Flock to Social Media for Prospecting, Engagement,Financial Advisor IQ (#05164256)
Meet the Financial Advisors Who Don't Always Follow Their Own Advice, Money.com (#05129956)
How Can Advisors Empower Female Clients? ThinkAdvisor (#05119460)
Do I Really Need to Prepare for a Financial Crash? Fatherly Prime (#05118513)
How a Retirement Account Can Help Teens Pay for College, Money.com (#05118658)
Advisor Helps ‘Industrial Arts Entrepreneurs’ Create Wealth, Rethinking 65 (#05116893)
Keeping Clients First as You Grow Your Practice, Rethinking 65 (#05116868)
Oregon-based wealth management firm opens Boston office, Boston Business Journal (#05111143)
Newport wealth management firm opens Boston office, Portland Business Journal (#05109821)
Retired and Ready for Post-Covid Life? Here Are Some Considerations., Barron's (#05098067)
What Biden’s Win Means for Retirement Plans, Plan Advisor (#05081996)
Presidential Race Upends Year-End Tax Planning Financial Advisor (#05074506)
Tax Moves That Advisors Should Consider Before The Elections Financial Advisor (#05069055)
To Build Diversity, Attract A Mix Of Staffers And Celebrate Them Investor's Business Daily (#05066697)
Julia Carlson: “Change your perspective" Thrive Global (#05060536)
How Julia Carlson Tackles The Extreme Work Life Balance Of Being A Woman Business Leader During COVID-19, Medium (#05060310)
Investing During The Pandemic; What Should I Do With My Money Considering All of the Volatility and Uncertainty Today, Medium (#05060304)
Julia Carlson On How To Disconnect Emotions From Investing, TD Ameritrade Network (#05061093)
Achieve Balance by Firing Yourself with Julia Carlson, Iris.xyz (#05055259)
Fears overblown? Advisors tackle clients’ concerns as election day approaches, CityWire (#05056593)
Advisers address clients’ market jitters as election anxiety runs high, InvestmentNews (#05054293)
Trump vs Biden: How the election outcome may influence your stock investments, CNBC (#05054665)
Largest Women-Owned Businesses in Oregon & S.W. Washington, Portland Business Journal (#05052769)
Now’s The Time To Take Advantage Of Transferring Or Selling Assets, Financial Advisor (#05053169)
Financial Freedom Wealth Management Group Sponsors Race, Samaritan Health Services (#1-05049781)
Carlson on Financial Planning Amid COVID-19, Bloomberg Radio (#1-05048274)
PPP Loans Can Complicate The Sale Of Businesses, Financial Advisor (#1-05048276)
13 reads for financial advisors in the summer of COVID, Financial Planning (#1-05034425)
Inflation and higher taxes are the conversation for 2021-22, Money Life with Chuck Jaffe (#1-05020009)
Opportunity Zone Investors Among Beneficiaries Of Pandemic Relief, Financial Advisor Magazine (#1-0516373)
The Worst Is Over, Even If Another Downturn Is Coming, Advisor Says,2 Financial Advisor Magazine (#1-05016373)
Mom and Pop Investors May Be Surprised to the Upside (Radio), Bloomberg (#1-05012895)
Financial Advisors Wonder When And How To Return To The Office, Forbes (#1-05012075)
Wall Street gathers steam as U.S. states prepare to reopen, Reuters (#1-05003756)
Big firms recommend portfolio changes, planning steps amid volatility, Citywire USA (#1-05004109)
The 3 Stages Of Coronavirus Grief: Flatten, Fight, Emerge, Forbes (#1-00500304)
Why Is Market Up? Because Nearly 80% Think The Pandemic Is A Buy, Forbes (#1-05002253)
Still Too Early To Jump Into The Market, Women Financial Execs Say, Financial Advisor Magazine (#1-05002239)
It’s damage assessment time for 401(k) investors, USA Today (#1-05000491)
These Robots Want to Make Sure You Don’t Do Anything Stupid With Your Money, The Wall Street Journal (#982298)
How the COVID-19 sell-off compares with previous market slides, InvestmentNews (#1-971919)
What A U.S. Payroll Tax Break Might Look Like, Financial Advisor Magazine (#1-971930)
What zero rates, sub-1% bond yields mean for your mortgages, student loans and credit cards, USA Today (#1-971951)
Julia Carlson: On a Unique Path of Freedom, CIO Views (#1-925684)
How Advisors Can Guard Against Data, Identity Theft This Tax Season, Financial Advisor Magazine (#1-971942)
Thought Leadership in the Industry: An adviser’s journey to happiness,1 InvestmentNews (#1-971964)
Videos and Live Interviews
NASDAQ Trade Talks
Freedom Wealth Founder & CEO Julia Carlson joins Jill Malandrino on Nasdaq Trade Talks to discuss top strategies to consider for your finances in 2023. (05356007)
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indicies are unmanaged and may not be invested into directly.
All investing involves risk including loss of principal
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.
Everyday Northwest
CEO and Founder, Julia Carlson, went on KOIN 6's Everyday Northwest to discuss 3 things you can do before the end of the year. (390940-1)
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.
Everyday Northwest
Julia Carlson, founder and CEO of "Financial Freedom," shares tips on how you can save on your taxes this year for 2021.This is a paid segment by Financial Freedom. Tune in to Everyday Northwest at 9a.m. Monday through Friday on Portland's CW. (05264144)
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
Tax season is well underway, and the IRS is urging Americans to start early and file electronically this year. But don’t rush your filings because mistakes can happen, and those mistakes could cost you money! Julia Carlson is the founder of the Financial Freedom Wealth Management Group. She shared some tips to save you from the tax season headache. (05245971)
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.
