Freedom Family Office

06/15/2026

Markets found their footing this week, but the story is still anything but simple. AI momentum, falling oil prices, Fed uncertainty, and global central bank decisions all played a role in shaping investor sentiment.

Small caps and value stocks led the rebound, bonds gained ground, and all eyes now turn to the Fed’s next move.

Read the full Weekly Market Recap for the key market takeaways and what investors should watch next. Link in the comments.

06/15/2026

Today, we’re celebrating someone who helps shape the way Freedom Family Office connects, communicates, and shows up for the people we serve.

Through your work in marketing, client communications, and brand experience, you help bring clarity, care, and consistency to our message.

We’re grateful for the energy, creativity, and perspective you bring to the team.

Wishing you a birthday filled with joy, celebration, and a year ahead that brings continued growth and meaningful wins.

Happy Birthday, Sameer!

06/08/2026

Uniting our two companies in Orlando for our annual retreat highlighted the incredible synergy across our organization.

The collaborative spirit and shared drive to innovate were on full display throughout the event.

We are deeply grateful for the hard work of our employees and remain incredibly energized by our collective commitment to strategic ex*****on.

06/08/2026

Peter Culver explains why paying less in taxes can be one of the fastest ways for entrepreneurs to build wealth, then backs it up with practical strategies and the math behind them.

06/08/2026

Our Co-Founder, Peter Culver, joined Craig Andrews on the & Legacies podcast to talk about one of the most overlooked ways entrepreneurs can build wealth: keeping more of what they earn.

In this episode, Peter shares why proactive planning often creates more value than chasing small investment gains, and how thoughtful strategies can free up capital to reinvest into your business, your family, and your future.

Give the episode a listen here:

Peter Culver explains why paying less in taxes can be one of the fastest ways for entrepreneurs to build wealth, then backs it up with practical strategies and the math behind them.

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.