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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)
FAMILY FINANCE
Practical insights to help families build, protect, and grow lifelong financial resilience
Heather D. Johnson
Investment Advisor Representative
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Blog
July 2026 Market Commentary
Even though historically July tends to be a good month for the stock market, this year it has been underwhelming. With the major indexes in the red as we head towards the end of the month, there is still time they could turn positive for the S&P 500 and Russell...
Thinking About Your Home as Part of Your Retirement Plan
Many retirees I speak with feel a real sense of comfort knowing that they own their home or have built up substantial equity over the years. There’s something incredibly freeing about owning a home, both emotionally and financially. Some retirees even call their home...
The Family Conversations Worth Having Before They Become Necessary
When was the last time your family had an honest conversation about money, finances and the future before there was an urgent reason to do so? Summer often creates natural opportunities for families to reconnect. Schedules may slow down, the days are longer and people...
June 2026 Market Commentary
As strong as the broad market was in April and May, it’s not much of a surprise to see it take a break in June. And the month of June even started on a high note, hitting new all-time highs on the 2nd day of the month, only to drift sideways or lower after that....
Why Getting Older Actually Rocks (Especially Financially)
I once had a client tell me, “When I look in the mirror these days, I find myself wondering: when did that old guy show up?” Have you ever had that feeling? It is funny, a little sobering, and completely human. Getting older has a way of sneaking up on all of us....
When Everyday Life Impacts Your Finances
In a recent webinar, I discussed how financial stress often develops gradually and why creating structure around your finances can help you navigate life's changing seasons with greater confidence. Financial Stress Often Builds Quietly Many people assume...
May 2026 Market Commentary
What a difference a few weeks can make. Is the price of oil still relatively high? It sure is. But does the market care? Not from what I can see. While March finished with a pullback in the S&P 500 (SPY ETF) of around -8.88%, once April arrived, it rebounded into...
Have You Ever Checked for Unclaimed Money?
This came up in a conversation recently, and it stuck with me. Someone mentioned they might have an old retirement account from a previous job, but they weren’t even sure if it still existed, let alone how to find it. And honestly, that’s more common than people...
Making Thoughtful Financial Decisions During Uncertainty
Why Financial Uncertainty Feels So Difficult There’s a moment that tends to come up during financial change. It is usually not loud or dramatic. There is no clear decision being made yet. No plan in place. Just a quiet thought that sounds something like: “I’m not...
April 2026 Market Commentary
The stock market has been on quite a ride since the end of last month. Many major indexes appeared to have bottomed just before March ended, kicking off a surprisingly strong rally that brought new highs to several of these indexes. I had mentioned last month that one...
Is Apple Upsetting the Apple Cart?
Apple is developing what’s called “on-device AI” which means some AI tasks – like summarizing a text, editing a photo, or responding to a voice command – will be handled directly on your phone, off-line, instead of being sent to the cloud. With the incredible sums...
Where Is Your Financial Behavior Taking You?
“If you already know what you should be doing with your money… why aren’t you doing it?” It’s a simple question, but an important one. Because for many people, the challenge isn’t a lack of information. It’s not that they don’t have a plan, or that...
