Resources
MARKET COMMENTARY
Read monthly updates on economic events and market trends
Ryan Redfern
Chartered Market Technician® (CMT®)
Chartered Financial Consultant® (ChFC®)
INVESTMENT RESEARCH
Learn more about active management form 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)
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®
Looking for a particular topic? Search for it here…
What’s a 403(b)?
While many people are more familiar with the term 401(k), 403(b) accounts are very similar and have some unique features. In fact, the main difference is the IRS code governing for-profit business retirement plans is in Section 401(k) while the Section 403(b)...
August 2022 Market Commentary
While July turned out to be a decent month for most stock and bond indexes, August hasn’t been able to continue that momentum. As of Wednesday’s close, both the S&P 500 and the NASDAQ 100 are very close to being flat for the month. And the Aggregate...
What to Expect From Inflation?
Inflation has begun to moderate, largely due to our government’s move to destroy demand with high prices and pull money out of consumer’s hands via higher taxes. Policies designed to limit supplies of energy are evidence of the government’s intent to raise gas...
Inherited IRAs… the Rules Keep A-Changin’!
If you have been involved with estate planning in any way over the past two years, you are probably familiar with the overwhelming and complicated process of dealing with inherited accounts. Even in the “simplest” of cases, it’s usually not that simple. ...
