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

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...

How to Not Become a Tech Dinosaur

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

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

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...

Private Equity: The Next Big Crisis?

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...

September 2024 Market Commentary

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?

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?

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...