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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
BEHAVIORAL FINANCE
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
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...
February 2026 Market Commentary
So far, the broad markets are off to a “meh” start to the year with the S&P 500 index sitting very close to where it started in January. And while the big tech names that drove most of the upside we’ve seen over the past few years are getting hit the hardest, some...
What Kind of Relationship Do You Have With Your Money?
When most people think about financial planning, they think about numbers: balances, returns, retirement timelines, tax efficiency. But there is another element that is more difficult to quantify, yet equally – or even more important: your relationship with money. ...
Waiting for the “Right Time”: The Psychology Behind Delayed Decisions
One of the more common phrases I hear in financial conversations is something along the lines of: “I’m just waiting for the right time.” On the surface, this sounds prudent. Thoughtful. Even disciplined. In practice, however, the concept of a “right time” is often...
January 2026 Market Commentary
Heading into the new year, and the 2nd year of the 4-year presidential cycle, I would have expected to see a little more volatility, especially towards the end of the month. But so far, it’s been relatively calm. The S&P 500 had a mid-month pullback of about -2.5%...
Understanding Wills, Intentions, and Clarity for Your Loved Ones
“Do I Really Need a Will?” It’s one of the most commonly asked questions in estate planning. It often comes up after the holidays. Meaningful family conversations, or the simple realization that life feels fuller and more complex than it once did, can bring this...
How to Build Financial Security Without Making More Money
Why systems matter more than salary — and how small changes make a big difference Most of us grow up hearing the same financial advice: “Just make more money.” A raise. A bonus. A better-paying job. But the truth? Financial security isn’t about how much you...
