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MARKET COMMENTARY
Read monthly updates on economic events and market trends
Ryan Redfern
Chartered Market Technician® (CMT®)
Chartered Financial Consultant® (ChFC®)
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Take the fear out of finance by understanding how personal decisions affect long-term goals
Laura Redfern
CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
Certified Financial Transitionist®
INVESTMENT RESEARCH
Learn more about active management from the author of “Why Bad Things Happen to Good investments”
Will Hepburn
Vice President of Investment Research
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Discover how your values influence your financial behavior
Phil Lebkuecher
Behavioral Financial Advisor (BFA)
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Empower your family with financial resilience.
Heather Johnson
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Blog
August 2025 Market Commentary
We were expecting volatility to pick up in August, but that hasn’t really happened. After a quick drop at the end of July, most broad indexes marched higher – at least until the middle of the month. After that, I think the market took a vacation and largely went...
Money Mindset Part 4: Creating a Lasting, Empowered Money Mindset
We’ve come to the final installment of our Money Mindset Series. Over the past few months, we've explored how to break free from scarcity thinking, boost your money confidence and self-worth, and conquer the fears that keep you stuck. Today, we're pulling it all...
Value Investing’s Blind Spot: Why Tech Investing is Different
Benjamin Graham was one of Warren Buffett’s teachers and Buffett considered Graham’s books Security Analysis (1934) and The Intelligent Investor (1949) to be his investment Bibles. Back in Graham’s day, financial statements were pure chaos— accounting standards were...
Back-to-School Savings Tips for Parents
Back-to-school season always seems to sneak up on us, doesn’t it? As a wife, mom of three energetic (and very different!) kids, and someone who genuinely loves a good deal, I’ve picked up a few strategies over the years to stretch a back-to-school budget—without...
July 2025 Market Commentary
This slow grind higher continues! July tends to be a strong month for the US Indexes according to seasonality, and it did grind higher, just not very quickly. But looking at seasonality, August is where things could get interesting. Or at the very least, more...
Money Mindset Part 3: Overcoming Fear and Taking Action
Hello again! We’re continuing our series on Money Mindset and how your attitude and thoughts about money shape your experiences and your financial reality. We’ve explored the topics of scarcity and abundance, as well as building confidence and self-worth. Today...
The Next Industrial Revolution
We’ve had several Industrial Revolutions in the U.S.—four or five, depending on who you ask. But you don’t kick off a true industrial revolution with just one new product or industry. What you really need is an entire platform—something that creates lots of...
Simple Ways of Being Prepared for the Inevitable
I believe that one of the responsibilities we have in life is to be prepared for when we pass and how our estates are distributed. I was reminded how crucial this exercise is on July 4th when our friends, a couple, were both killed in the Kerrville flood. There’s a...
June 2025 Market Commentary
Much like in May, we saw the market hit a peak right at the midpoint of the month and then drift lower for a bit. But this time, it looks like the US Large Cap indexes are trying to continue their move higher. Seasonality also suggests that July tends to be a positive...
Money Mindset Part 2: Building Money Confidence & Self-Worth
Did you know that only 19% of women feel ‘very confident’ making financial decisions? (according to a recent survey). Do YOU feel very confident making financial decisions? Honestly, I don’t think ANYONE does; there are too many variables out there. BUT, there are...
Adapting to Changing Markets®
I’ve accomplished a few things in my 4 decades helping clients manage their money. I led a national trade organization for active money managers, managed mutual funds twice, created a market indicator that is used each week by 20,000 portfolio managers, newsletter...
Financial Planning for Aging Parents: Open Communication and Collaboration
When it comes to supporting aging parents, one of the most impactful things we can do is foster open communication and collaboration around finances. These conversations aren’t always easy—but they are essential. Whether you’re already navigating this journey or just...
