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
November 2024 Market Commentary
Here we are, in the final stretch of 2024. And with both the US election and the Federal Reserve’s interest rate decisions (mostly) behind us, we should now be able to finish the year on a positive note. Historically, we are now in the best 3 months for the stock...
Prepare for 2025: Three Significant Shifts in Retirement Savings Plans
Although it was passed back in 2022, SECURE ACT 2.0 will create some big changes for retirement plans in 2025. Pretty much all of these changes are positive, but they could take a little legwork on your part to take advantage of them, so here’s what you need to know! ...
How to Not Become a Tech Dinosaur
AI is all the rage these days, but some of us have an aversion to learning curves, and the older I get, the more that pertains to me. I had played around with AI a few times asking simple questions, but never really got my mind wrapped around it. So, I decided to do a...
Financial Math for a Better Savings Plan
I’m pretty sure “normal” people don’t sit around contemplating such things as “financial math” very much, but I believe it’s important! Understanding the differences between thinking about savings in terms of dollars vs a percentage of salary can have a significant...
October 2024 Market Commentary
Usually, this time of year is much more volatile than what we’ve seen so far. And quite often September and October are the months that have the biggest market drawdowns or biggest sell-offs in any given year. But this year? Nope, this fall has been surprisingly...
Navigating Election Season: A Financial Transitionist’s Perspective
As we find ourselves in the midst of another election season, it's natural to feel a mix of emotions and concerns about the future. As a Certified Financial Transitionist, I'd like to offer a unique perspective on how to approach this period of potential change. ...
Private Equity: The Next Big Crisis?
“Private equity” is the term for companies not publicly traded or “listed” (on stock exchanges). If you are like most investors, you don’t think much about private equity because it is not generally available to you as an investor. Many private equity businesses are...
Financial Steps to Take When a Loved One Passes Away
You may have encountered this before: we think we’re prepared for an event and then realize that we are not fully ready to deal with all of it. I’m finding this personally true in the passing of my mother-in-law. I hope to pass along some helpful experience and...
September 2024 Market Commentary
Volatility (often measured by the VIX index) has been relatively higher since mid-July, as expected for this part of the year. However, the stock market indexes haven’t been down as much as Seasonality would normally suggest this far into September. That’s not to say...
Car Payment or Roth IRA Payment?
I wanted to share a financial insight I had recently while helping a client. We observed that her car payment was over $500/month. That’s a significant amount, for any budget. So I looked it up. According to 2024 Experian data, the average car payment for a new car...
What About the Election and My Money?
Some of the more frequent questions we get these days are about the election. What’s going to happen if one candidate wins, or worse, the other? What are we doing to protect your investments? Should we move to cash and just be careful? First, let me say that the...
The Elephant in the Room: America’s Ballooning National Debt
If you’re a candidate for political office, especially a presidential candidate, you don’t want to discuss the national debt and deficit. Part of the reason I believe that almost none of the politicians in Congress or the White House want to discuss the levels of the...
