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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®)
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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
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Discover how your values influence your financial behavior
Phil Lebkuecher
Behavioral Financial Advisor (BFA)
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Practical insights to help families build, protect, and grow lifelong financial resilience
Heather D. Johnson
Investment Advisor Representative
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Blog
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 financial...
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...
March 2026 Market Commentary
As of last month’s writing, the market was mostly just grinding sideways and not doing much. But as March began, so did a conflict in Iran. That wasn’t a catalyst we had considered to bring a more volatile market, but here we are. That being said, the US...
How Do You Know If Your Financial Plan Is Still on Track?
It’s one of those questions people carry quietly in the back of their minds – occasionally surfacing but often left vague and unanswered. It tends to come up when headlines feel loud, when markets shift, or when life changes. You pause and wonder: Are we still doing...
The #1 Reason Financial Advice Doesn’t Work
If financial advice actually worked, why are so many smart people still stressed about money? We live in a time where financial information is everywhere. You can Google almost anything. You can watch videos, listen to podcasts, follow experts on social media - and...
