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

May 2025 Market Commentary

May 2025 Market Commentary

The first half of May felt like a solid continuation of the rally that started in the 2nd half of April (after the messy, tariff-driven market madness).  However, since mid-May several US market indexes are slightly negative.  So the rally is starting to show...

Money Mindset: Breaking the Cycle of Scarcity

Money Mindset: Breaking the Cycle of Scarcity

Welcome to the first post in my new series on Money Mindset! Over the next several posts, we’ll explore how your beliefs about money shape your financial reality—possibly more than you think!     The Numbers Tell the Story  Did you know that nearly 70% of women...

What Could Possibly Top AI?

What Could Possibly Top AI?

Artificial intelligence (AI) has been all the rage for a few years now, and stocks focused on this market sector have been red hot.  We own a few of these issues in our Future Technologies models, and I wished we owned more – should’a, could’a, would’a and all.    But...

April 2025 Market Commentary

April 2025 Market Commentary

The month of April brought continued volatility, largely driven by headlines – so much so that the fundamental and technical views of the market didn’t provide much helpful guidance. And while there is a lot of debate as to how the current economic situation (mostly...

Financial Planning for Life’s Rainy Days

Financial Planning for Life’s Rainy Days

We’ve all been there—suddenly hit with an unexpected expense that leaves us feeling financially vulnerable. Whether it’s a surprise medical bill, car repair, or home maintenance issue, these moments can leave you scrambling for a solution, all while feeling that...

A New Kind of Bear Market

A New Kind of Bear Market

The first thing to do while investing in the stock market (whether through mutual funds, ETFs or individual stocks), is to understand the current market environment. Then you must be able to adapt to those market conditions.  I believe we are currently seeing a bear...

March 2025 Market Commentary

March 2025 Market Commentary

The month of March gave us something we haven’t seen since 2022 – a 10% pullback in the S&P 500.  And while that can feel pretty brutal while it is happening, we’ve seen it recover about half of that drop already.  The question now is: Can the market return to new...

Planting the Seeds of Wealth This Spring

Planting the Seeds of Wealth This Spring

Hey there, friend! Grab a cup of tea and let's chat about something exciting - planting the seeds of wealth this spring.   Just like gardens, wealth grows with care. It takes time, patience, and regular tending to blossom into something beautiful. But you don’t have...

Recession or Just Relief?

Recession or Just Relief?

In 2023 and 2024, there was much talk of an impending economic recession in the financial media.   Most of it was just hot air, in my opinion.  The most widely used indicator of future economic activity is still the US Treasury Bond market, but there are many ways to...