Resources
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
August 2023 Market Commentary
As August began, it wasn’t much of a surprise to see the market start to pull back a bit from its over-stretched and over-bought conditions. The stock market can only run up (or down) like that for so long before it needs to take a break. It often reverts back to an...
3 Myths About Roth IRAs – Busted!
You may have heard that you make too much money to save into a Roth IRA. You may have heard that Roth IRAs are only appropriate for young people early in their careers. You may have heard that you should only invest in a Roth IRA if you think your tax bracket will...
Predicting a Bear Market
I don’t normally make or even follow predictions because doing so anchors one’s mind to that expectation. If the stock market goes in a different direction than what was predicted, there can be a strong psychological pull on me to make wrong decisions. With that...
The Virtue of Slowing Down
Time is an interesting dimension. While time is a fixed measurement, our perception of time can vary greatly depending on what we are doing and/or feeling. It has been said that the longest eight seconds in life is riding a bull. I believe that’s a true statement...
July 2023 Market Commentary
I think this year’s stock market seasonality got the June/July results backwards. Little was expected in June, but the month turned out well. July is usually expected to be a good month, but has been underwhelming. At least, not as positive as we were expecting. ...
3 Things to Think About Before You Retire
It dawned on me the other day that I have worked with hundreds of retirees now. I have been honored to witness and learn from many successful and unsuccessful retirement transitions. And naturally I look for patterns in what contributes to the success or failure of...
Should You Worry About Artificial Intelligence?
These days, everyone seems to be either excited about Artificial Intelligence or worried about it, and some of us are both. So, I wanted to see if I could clear up a few things about this thing that most folks just call “AI.” AI is really nothing new. It has been...
The Advantages of Low Expectations
We all want desirable outcomes – those outcomes that bring us happiness, peace, and prosperity. Because we desire such outcomes, we may go into situations having high expectations. But it may be more beneficial to temper our expectations if we want to experience...
June 2023 Market Commentary
Here we are, half way through 2023 already! While things seem to look OK when you look at major indexes (like the S&P 500 or the NASDAQ 100), there are definitely some issues underneath the surface we have to remain aware of. You’d think the market is healthy...
3 Mistakes That Could Derail Your Early Retirement Plans
If early retirement is a dream of yours, congrats! You’re probably already working hard to make that goal a reality. Just as important as knowing what to do, is being aware of potential pitfalls that could get in your way. Here I’m going to share the top 3 mistakes...
Don’t Always Believe the Headlines!
June headlines said that the bull market has returned! Hurray! No more worries! Yeah, right. In my opinion, the idea doesn’t pass the smell test. First of all, I don’t trust the media to tell it straight and I suspect these headlines are products of the Wall...
Two (More) Great Thoughts from Warren Buffett
Investing may be simple in principle, but it isn’t easy in practice. Markets and economies are fraught with uncertainty, constantly changing news and markets, and news about how great some other investment is performing. Warren Buffett is one of the most successful...
