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

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...

August 2024 Market Commentary

August 2024 Market Commentary

Things are getting interesting out there in the market.  August started off with a drastic sell-off, led by the NASDAQ and Technology sectors.  Other indexes like the S&P 500 and Russell 2000, and even bond indexes, eventually followed.  Then, as if there was no...

Profiting from the AI Wave

Profiting from the AI Wave

I get a lot of questions these days along the lines of “is this an AI bubble?” or “is the AI Bubble Popping?” And those are good questions because bubbles do eventually burst, and you don’t want to be left holding the bag when they do. First, let me show you what a...

July 2024 Market Commentary

July 2024 Market Commentary

The second half of 2024 started off well enough for most global stock markets.  That is, until we hit mid-month, and what had been the clear leaders so far this year became the weakest parts of the market.  Technology and Communication sectors had been exceptionally...

Navigating Life Insurance Questions

Navigating Life Insurance Questions

Life insurance can be pretty confusing. As a financial planner, I often get asked about it. Probably the most common question I hear is: in my case, should I even have life insurance?   It’s a good question. You are probably familiar with the prevalent ads showing...

A Simple Approach to Buy Low, Sell High

A Simple Approach to Buy Low, Sell High

The Great American Investment Creed of “buy low and sell high” sounds so simple, but it must be very hard to do on a consistent basis, or we would all be a lot richer.  To buy a stock like Amazon early on and get rich is the American dream. But it is not very...

Celebrating the Freedom to Invest Well

Celebrating the Freedom to Invest Well

I am so grateful to live in a free nation. I am so grateful for the freedom and right to pursue happiness, as established in the Declaration of Independence. Thanks be to many unselfish individuals that sacrificed much, even their own lives, so we can enjoy these...