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

June 2024 Market Commentary

June 2024 Market Commentary

We are just about at the halfway point of 2024, and so far, there is a surprisingly large rift between what is working and what is not.  It should be of no surprise that any index that has included Nvidia (NVDA) stock has done well this year.  And if not, then not so...

Stephen McBride on the Future of America

Stephen McBride on the Future of America

With the 4th of July coming up, I thought this would be a good time to pass along a great article from Stephen McBride of RiskHedge on the future of America.  With all the media-generated worry and electioneering hype, it helps to keep our focus on what is real....

May 2024 Market Commentary

May 2024 Market Commentary

While the market is looking good so far year-to-date, most of that “goodness” happened in January and February, and now the market has been sideways (hasn’t really made any progress) since mid-March.  April gave us a classic 5% pullback in the S&P 500, and May...

Does Saying “I Do” Mean Combining Your Finances?

Does Saying “I Do” Mean Combining Your Finances?

Did you know that June is traditionally the most popular month for weddings?  May also makes the list, so I wanted to celebrate this season of love and commitment by dusting off a blog post from a few years ago.  It’s still highly relevant and I still get asked this...

The Camel’s Nose

The Camel’s Nose

Artificial Intelligence, or AI as it is called, is all the rage these days.  I agree with those who say it may be the biggest technological advancement of our lives, transformative in the way electrification was 125 years ago or the advent of computers in the mid-20th...

Key Signs of Bad Financial Advice

Key Signs of Bad Financial Advice

First, let’s define “bad financial advice” as advice that promotes the interest of the person selling the financial advice and/or products, rather than YOUR best interest.  Sometimes it’s not clear what the motives behind financial advice really are.  So how do you...

April 2024 Market Commentary

April 2024 Market Commentary

We are finally seeing the small pull-back or “correction” in the broad markets that we had been expecting since the year began.  So far, the S&P 500 has had a fairly classic 5% pullback that started right as the month began and lasted until the 19th.  What has to...

5 Things to Do if You Win the Lottery

5 Things to Do if You Win the Lottery

Every week, people play the lottery hoping that a big win will solve all of their problems. But sudden money is trickier than that. It comes with both new opportunities and new problems. And a whole lot of new territory for you to navigate, often in public. Here are 5...

Thoughts on Inflation, Interest Rates, and Regional Banks

Thoughts on Inflation, Interest Rates, and Regional Banks

Make Money with Postage!  Talk about inflation!  The U.S. Postal Service’s proposed new price for first class stamps starting in July is 73 cents. That’s up 8% from the stamp’s current price of 68 cents and 32% more than the 2020 price of 55 cents.   If you want to...

The Magic Number

The Magic Number

I recently spoke on our monthly webinar about how there really is no “magic” number that can be calculated to ensure a comfortable retirement.  Rather than chase a fictious amount, I suggested that investors should focus on accumulating funds in assets like 401(k)s...