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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®)
PERSONAL FINANCE
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
BEHAVIORAL FINANCE
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
Investment Advisor Representative
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Blog
September 2025 Market Commentary
Contrary to market norms and general expectations, September has been surprisingly quiet, with no signs of market volatility. As of this writing (9/24/25), we’re halfway through what is typically the worst week of the entire year, but we’re only seeing very mild...
What Not to Buy in Retirement
In 20 years of helping retirees transition to a retirement lifestyle, all too often, I see people make uninformed decisions which they regret later. I want to address this topic in the hope that we can help people avoid those regrets! Don’t buy this in...
I Loved AI—But Now, Not So Much
Let Me Vent Before we get lost in the weeds of finance, allow me a small rant that relates to the following insight. The other day I wanted to visit my brother, so I dove into the challenging world of airline ticket shopping. Prices? Outrageously high. I thought my...
Thrift and Thrive: Your Fall Success Strategy
Sometimes the most effective financial strategies are also the simplest. I believe one such approach—Thrifting and Thriving—offers a powerful way to save money, build resilience, and create long-term success. Thrifting doesn’t just mean shopping at thrift...
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...
