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
April 2024 Market Commentary
We are finally seeing the small pull-back or “correction” in the broad markets that we had been expecting since the year began. So far, the S&P 500 has had a fairly classic 5% pullback that started right as the month began and lasted until the 19th. What has to...
5 Things to Do if You Win the Lottery
Every week, people play the lottery hoping that a big win will solve all of their problems. But sudden money is trickier than that. It comes with both new opportunities and new problems. And a whole lot of new territory for you to navigate, often in public. Here are 5...
Thoughts on Inflation, Interest Rates, and Regional Banks
Make Money with Postage! Talk about inflation! The U.S. Postal Service’s proposed new price for first class stamps starting in July is 73 cents. That’s up 8% from the stamp’s current price of 68 cents and 32% more than the 2020 price of 55 cents. If you want to...
The Magic Number
I recently spoke on our monthly webinar about how there really is no “magic” number that can be calculated to ensure a comfortable retirement. Rather than chase a fictious amount, I suggested that investors should focus on accumulating funds in assets like 401(k)s...
March 2024 Market Commentary
We are now 25% through 2024 and it has been a pleasant surprise so far, especially after the higher volatility market we’ve seen over the past couple of years. A calm market tends to slowly grind up. And as we’ve observed before, the upward movement in this market...
IRS Scams – Don’t Fall for Them!
During tax season, taxpayers (meaning, most of us!) are often bombarded with documents and overwhelmed by a load of information. This creates an environment where scammers can easily step in and take advantage of even the most diligent. Tax season scams are becoming...
Are We in a Stock Market Bubble?
Ray Dalio is a hedge fund manager that I really appreciate for his Zen-like ability to cut through the noise of the marketplace and make his decision making so clear. The following are excerpts from his recent paper on how he determines if we are in a stock market...
What Investors Can Learn from Athletes
Nick Saban, recently retired football coach of the Alabama Crimson Tide said, “If you want to be good, you don’t really have a lot of choices.” He was referring to the choice to either be disciplined or not when it comes to a specific process that leads to success. ...
February 2024 Market Commentary
We are two months into 2024 and we’re back to a very separated market – meaning only a select few segments of the stock market are positive, while others (Small Cap stocks and much of the bond market) are negative. But that doesn’t (yet) mean that the market trend...
3 Questions to Ask Yourself at Tax Time
We see plenty of confusion and questions at this time of year regarding tax forms. And it’s no wonder! Not only do you get an influx of confounding forms in January and February; you also get increasingly gray interpretations of the new tax laws from Congress and...
The Market from 30,000 Feet
I’m sure you’ve noticed how different the countryside looks when flying over it in an airplane, so we are going to take a look at the financial markets from a similar perspective to see what we can glean. This first chart shows the S&P 500 Index over past 30...
Succeeding at Self-Control
Self-control is an important characteristic that can help us in all aspects of our lives from biting our tongue, to passing on the sweet treat, to accomplishing our New Year’s resolutions. But self-control isn’t easy! In fact, it can be downright painful, especially...
