Freedman Financial
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07/07/2026
The market isn’t just about fundamentals anymore — policy is driving outcomes.
Explore LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks and
what it means for portfolios: go.lpl.com/midyearoutlook
06/24/2026
💡 Are money myths holding you back?
Discover 6 common misconceptions that could be limiting your wealth—and how to rethink them:
https://www.freedmanfinancial.com/blog/6-money-myths-that-are-limiting-your-wealth-1
06/20/2026
This past week, Marc and Marion attended the LPL Financial Business Leaders Forum held at the Wharton School in Philadelphia, PA 🎓🏙️
They’ll be diving deep into their experience from the forum on our next edition of Dollars & Sense! 💬
🏡 Downsizing in retirement? It’s not always easy.
On this week’s Dollars & Sense, Marc & Marion break down why getting a home loan in retirement can be tricky—and whether moving even makes sense.
🎧 Listen now!
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Telephone
Address
41 Cross Street, 2nd Floor
Peabody, MA
01960
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
