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®
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Blog
August 2024 Market Commentary
Things are getting interesting out there in the market. August started off with a drastic sell-off, led by the NASDAQ and Technology sectors. Other indexes like the S&P 500 and Russell 2000, and even bond indexes, eventually followed. Then, as if there was no...
Maximizing Social Security Income in an Inflationary World
Inflation has become a hot topic lately, with many of us experiencing sticker shock when purchasing everyday items or resuming normal activities. For retirees living on Social Security or a fixed pension, this challenge is particularly daunting. Let's explore some...
Profiting from the AI Wave
I get a lot of questions these days along the lines of “is this an AI bubble?” or “is the AI Bubble Popping?” And those are good questions because bubbles do eventually burst, and you don’t want to be left holding the bag when they do. First, let me show you what a...
3 Financial Moves to Make Before the September Rate Cut
As we approach September, all eyes are on the Federal Reserve's anticipated interest rate cut. This pivotal moment presents both opportunities and challenges for investors. As your behavioral financial advisor, I'd like to share three key moves to consider before this...
July 2024 Market Commentary
The second half of 2024 started off well enough for most global stock markets. That is, until we hit mid-month, and what had been the clear leaders so far this year became the weakest parts of the market. Technology and Communication sectors had been exceptionally...
Navigating Life Insurance Questions
Life insurance can be pretty confusing. As a financial planner, I often get asked about it. Probably the most common question I hear is: in my case, should I even have life insurance? It’s a good question. You are probably familiar with the prevalent ads showing...
A Simple Approach to Buy Low, Sell High
The Great American Investment Creed of “buy low and sell high” sounds so simple, but it must be very hard to do on a consistent basis, or we would all be a lot richer. To buy a stock like Amazon early on and get rich is the American dream. But it is not very...
Celebrating the Freedom to Invest Well
I am so grateful to live in a free nation. I am so grateful for the freedom and right to pursue happiness, as established in the Declaration of Independence. Thanks be to many unselfish individuals that sacrificed much, even their own lives, so we can enjoy these...
June 2024 Market Commentary
We are just about at the halfway point of 2024, and so far, there is a surprisingly large rift between what is working and what is not. It should be of no surprise that any index that has included Nvidia (NVDA) stock has done well this year. And if not, then not so...
Summer Savings: Paying Off Debt While Making Memories
According to a GOBankingRates survey, 41% of respondents said their #1 financial goal is to pay off debt this summer. That’s great! But can you prioritize debt while still enjoying your summer? The answer is, YES! Paying off debt doesn't mean you have to sacrifice...
Stephen McBride on the Future of America
With the 4th of July coming up, I thought this would be a good time to pass along a great article from Stephen McBride of RiskHedge on the future of America. With all the media-generated worry and electioneering hype, it helps to keep our focus on what is real....
Make This a Great Summer by Practicing Strategic Omission
As summer comes upon us, many people take time off work to travel and spend time with family and loved ones. The summer provides many opportunities for us to make memories – memories that can last a lifetime and provide years of joy. But life is complex. We often...
