Freedom Family Office

09/01/2026

Markets finished August on firmer footing, but the outlook for interest rates is back in focus.

Strong AI-related earnings helped lift U.S. equities, while Fed Chairman Kevin Warsh’s Jackson Hole remarks reinforced the fight against inflation and increased expectations that rates could remain higher for longer.

What could this mean for investors as September begins?

Read our full Weekly Market Recap for the key market developments and economic data to watch next:

U.S. stocks moved higher as strong AI earnings supported markets, while Fed Chair Kevin Warsh’s hawkish Jackson Hole remarks lifted rate expectations.

08/21/2026

Your financial life doesn’t operate in silos.

A decision in your investment portfolio may have tax implications. A major life event may affect your estate plan, insurance needs, or retirement strategy. That’s why Stacy Culotta encourages looking at your financial picture as a connected “life system.”

In this clip from our latest ThriveTalk, Stacy explains why decisions across investments, taxes, insurance, retirement, and estate planning should be considered together rather than in isolation.

At Freedom Family Office, coordinated planning is at the heart of how we approach these conversations.

Follow Freedom Family Office across our social channels to get the pulse on our next ThriveTalk session and future financial insights.



For educational and informational purposes only. This content is not intended as investment, tax, legal, or insurance advice. Individual circumstances vary. Investing involves risk, including the possible loss of principal.

08/15/2026

Life changes. Your beneficiary designations may need to change with it.

In our latest ThriveTalk, Stacy Culotta, CFP®, M.S., explains why periodically reviewing beneficiaries can be an important part of your broader estate planning process.

A marriage, divorce, death in the family, or another major life event may affect how you want certain assets to transfer. Depending on the account, applicable law, and your individual circumstances, beneficiary or transfer-on-death designations may also affect whether those assets pass through probate.

The takeaway: make beneficiary reviews part of your regular financial planning conversations.

Follow Freedom Family Office on social media to stay connected and get the pulse on our next ThriveTalk session.



For educational purposes only. This information is not intended as legal, tax, or investment advice. Estate and beneficiary rules vary based on individual circumstances and applicable law. Consult your appropriate legal, tax, and financial professionals.

07/22/2026

Happy Birthday to our very own Jenna Kozodoy! 🎉

Jenna brings so much heart, energy, and thoughtfulness to everything she does. She has a special way of making people feel welcomed, understood, and genuinely cared for - whether she is supporting a client, encouraging a teammate, or creating a memorable experience for the Freedom community.

We are incredibly grateful for the warmth, creativity, and dedication Jenna brings to our team each day.

Jenna, we hope your birthday is filled with the same joy, care, and unforgettable moments you so often create for others. Wishing you a wonderful celebration and a beautiful year ahead! 🎂

07/17/2026

Thank you to everyone who joined us for our latest ThriveTalk: Midyear Market Outlook!

We appreciated the thoughtful questions and the opportunity to explore the economic trends, interest rate environment, and portfolio considerations shaping the second half of 2026.

A special thank you to Peter Culver, JD., Kyle Cain CFP®, CIMA®, APMA™ , Chief Investment Officer at Freedom Family Office, and Stacy Culotta, CFP®, M.S., Financial Advisor, for sharing their timely perspectives and actionable insights.

The markets may continue to evolve, but informed planning can help you approach uncertainty with greater clarity and confidence.

Follow Wealthrive and Freedom Family Office across our social media channels to stay updated on future ThriveTalk sessions, financial insights, and upcoming events.

07/16/2026

We’re going live at 12:00 NN!

Our very own Peter Culver is going to be hosting this month's ThriveTalk: Midyear Market Outlook with Kyle Cain CFP®, CIMA®, APMA™ and Stacy Culotta, CFP®, M.S.

They'll be discussing interest rates, the 2026 economic outlook, and portfolio strategy for the months ahead.

Join live via this link: https://us06web.zoom.us/j/81951253286

07/16/2026

We’re going live at 12:00 NN EST!

Join us for ThriveTalk: Midyear Market Outlook as our very own Peter Culver hosts Kyle Cain CFP®, CIMA®, APMA™, CIO of Freedom Family Office and Wealth Advisor Stacy Culotta, CFP®, M.S. for this exclusive ThriveTalk session.

We’ll discuss interest rate trends, the economic outlook for the remainder of 2026, and how our team is approaching portfolio strategy and risk management.

You can join via this live link: https://us06web.zoom.us/j/81951253286

See you there!

07/14/2026

Markets remained resilient despite renewed tensions in the Middle East-but the week’s gains were not evenly distributed.

Big tech and AI-related companies powered the S&P 500 and Nasdaq higher, while small caps and international equities struggled. Treasury yields also climbed as investors prepared for another important round of inflation, retail sales, and housing data.

What could these developments mean for investors in the weeks ahead?

Read the full Weekly Market Recap for the key market, economic, and Federal Reserve insights you need to know.

🔗 Check out the full article through the link in the comments.

07/10/2026

The second half of 2026 brings a new set of questions for investors.

Join us for our latest ThriveTalk as we discuss the market environment, current economic trends, and considerations for investors heading into the remainder of the year.

Featured Speakers:

🎙️ Kyle Cain CFP®, CIMA®, APMA™ - Chief Investment Officer
🎙️ Stacy Culotta, CFP®, M.S. - Financial Advisor

Whether you're looking to stay informed about today's market environment or gain perspective on key economic developments, we invite you to join the conversation.

📅 Register today!

This presentation is for educational and informational purposes only and should not be considered investment, legal, or tax advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

The economic landscape is shifting rapidly. As we head into the second half of 2026, it’s a critical time to review your financial approach and ensure your portfolio aligns with your long-term goals. Join us for our upcoming ThriveTalk: Midyear Market Outlook, featuring Kyle Cain CFP®, CIMA®, AP...

06/23/2026

Markets moved higher this week as falling oil prices helped calm inflation fears and investors looked past a hawkish Fed meeting.

Technology and industrials led the advance, small caps gained ground, and international markets joined the rally. But the Fed’s message was clear: inflation remains the priority, and rate hikes are still on the table if price pressures persist.

We break down what moved markets, what the Fed signaled, and what investors should watch next.

Read the full recap at the link in the comments.

U.S. stocks rose in a holiday-shortened week as oil prices fell, AI strength supported tech, and investors weighed hawkish Federal Reserve signals.