Freedom Family Office

05/31/2026

Happy 50th Birthday to our Founder, Noah Rosenfarb, CPA.

From all of us at the Freedom Family, we want to celebrate not just the milestone, but the person behind the mission.

Your vision, leadership, and heart have helped shape a firm built on freedom, family, wisdom, and purpose. You have inspired so many of us to think bigger, live richer beyond money, and serve others with intention.

As you celebrate 50 years of life, we honor the impact you’ve made, the values you continue to lead with, and the legacy you are building every day.

May this next chapter bring you deeper joy, meaningful growth, more time with the people you love, and continued fulfillment in the work you were meant to do.

Happy 50th Birthday, Noah. We are grateful to be part of your journey.

With appreciation,
Your Freedom Family

05/27/2026

Freedom Family Office and Wealthrive hosted our joint annual retreat last week in Orlando, bringing our teams together to reflect, reconnect, and align around the work we do for the families, founders, and clients we serve.

It was also a special opportunity to recognize several team members celebrating 5+ year anniversaries, including our CIO Kyle Cain, COO Ron, CFO Dan Perez, Director of Client Experience Kyshia, CXO Jenna, and others who continue to help shape the standard of care, leadership, and service across both firms.

Grateful for the people behind the mission and the culture we continue building together.

05/22/2026

Markets kept climbing, but the story under the surface was more complicated.

AI enthusiasm helped large-cap stocks hold record highs, while rising oil prices, sticky inflation, higher Treasury yields, and global uncertainty kept pressure on small caps, bonds, and international markets.

This week’s Market Recap breaks down what moved markets, what the latest inflation data means for the Fed, and what investors should be watching next.

Read the full article here:

U.S. stocks hit record highs as AI strength offset rising oil prices, inflation pressure, and higher Treasury yields in this weekly market recap.

05/13/2026

Markets pushed higher this week as strong tech earnings, improving labor data, and easing Treasury yields helped investors look past geopolitical volatility. Technology led the rally, oil prices cooled, and the latest jobs report gave markets another reason to stay constructive.

We break it all down in this week’s Freedom Family Office Market Recap, including what moved equities, bonds, commodities, and what investors should watch next.

Read the full article at the link in the comments.

04/21/2026

Another strong week for markets. The S&P 500 climbed 4.55%, the Nasdaq jumped 6.84%, and falling yields added fuel to a broad risk-on rally driven by cooler inflation signals, strong earnings, and AI momentum.

Our latest Weekly Market Recap breaks down what moved stocks, bonds, and commodities - and what investors should watch next.

Check out the full article at the link in the comments.

04/17/2026

Happy Birthday to the driving force behind exceptional client experiences at Wealthrive.

Kyshia continues to raise the bar for what it means to serve at a high level. With more than 17 years of experience across client relations, operations, and strategic growth, she brings a thoughtful blend of precision, proactivity, and genuine care to every interaction.

In her role as Director of Client Experience, she goes beyond managing relationships; she helps shape them in ways that may support long-term alignment, trust, and consistency for the families we serve.

Today, we celebrate her leadership, her steady commitment to excellence, and the positive energy she brings to our team each day.

Happy Birthday, Kyshia. We’re grateful for the impact you continue to make.

04/13/2026

Today we’re celebrating a special day for someone who plays a meaningful role behind the scenes at Freedom Family Office: our very own CIO, Kyle Cain CFP®, CIMA®, APMA™

Kyle’s thoughtful approach to markets, disciplined investment perspective, and commitment to our clients’ long-term outcomes continue to help shape the way we serve families.

We’re grateful for the consistency, insight, and leadership he brings to the team every day.

Happy Birthday, Kyle, and thank you for everything you do for FFO and the families we serve.

04/07/2026

Private credit looked like a no-brainer: High yields. Big-name managers. Easy access through new platforms.

But now we’re seeing billions in redemption requests - and many investors can’t actually get out.

That’s not a headline problem. That’s a structural one.

Our view has been consistent:

When too much capital floods into an asset class, deal quality declines, terms loosen, and the “premium” investors think they’re getting starts to disappear, while the illiquidity stays.

That’s the trap.

Private investments can still play a role. But only if you truly understand what you’re giving up: Liquidity, transparency, and flexibility when markets shift.

We broke down what’s really happening and what investors should be thinking about right now on our latest article on "What the Private Credit Selloff Means for Your Portfolio."

Curious - if markets turn, would you actually be comfortable being locked into your investments?

04/07/2026

Markets just snapped a multi-week losing streak, but is this a true turnaround or just a relief rally?

With easing Treasury yields, shifting Fed expectations, and ongoing geopolitical uncertainty, this week delivered critical signals for investors.

Get the full breakdown of what’s happening now — and what it means for your portfolio — in our latest Weekly Market Recap.

Check out the full article in the comments.