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
January 2022 Market Commentary
Well, that got ugly fast. The S&P 5001 is now in range to achieve the largest loss in January going back to 1928 (reuters.com). The previous January with the largest loss was in 2009 when the market started its last leg down of the 2008 recession...
What the Boogeyman Looks Like
The most frequent question I get from clients is what will happen to my investments if ____ happens? (Insert your fear of choice) I remember getting into the finance business back in the 1980s when the Iran/Contra scandal caused a constitutional crisis resulting...
That Would Have Been Nice to Know Sooner
I went in for the pre-op meeting for my hip replacement when I was told that my health insurance had denied coverage and I was responsible for the $34,000 procedure. After a call to the insurance company (and having to “upgrade” my policy), the company agreed to cover...
What To Do When Life Throws You a Curveball (as expressed by refrigerator magnets)
“When something goes wrong in your life, just yell “PLOT TWIST!” and move on.” I saw this on a refrigerator magnet recently and thought it was a great way to view change in one’s life: with a combination of humor and grit. However, it’s not always that easy....
Philanthropy Feels Good… Strategic Philanthropy Feels Better!
When was the last time you felt happy after giving something? It feels great, right? That feeling that you have made a positive difference in the world – no matter what you gave, exactly – can really brighten your day. Your generosity may be even...
December 2021 Market Commentary
Wow, here we are wrapping up another year. The S&P 5001 was surprisingly one of the stronger markets around the globe this year, even outpacing the NASDAQ (a rare occurrence in the past couple of decades). On the other hand, traditional “diversifiers”...
Why You Need Active Management in 2022
As we close this year, we’ve experienced real inflation pricing for the first time in 30 plus years. Building supplies, food, energy, clothing, and just about anything else you can think of has gone up significantly in price this year. Part of this is due...
Index Investing Isn’t What You Think
“In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists.”- Eric Hoffer I love this quote as it accurately describes the current investing environment. Index investing is the...
The Search for Answers
If you are searching for an answer to almost anything today, you can probably find it on the internet. It’s amazing to think that, over the past 30 years or so, we have created an accessible resource of human knowledge so vast that many of us now rely on it for...
November 2021 Market Commentary
Last month we were looking at how the odds favored a positive November in the S&P 500, and so far, it looks like that is what we’re going to get. While the strong upward momentum coming out of the late September market lows has slowed, it is our hope that the...
Caveat Investor: Regulators Slam Automated Advice Firms
In a November 10, 2021 article for Financial Advisor magazine, Tracey Longo reported that the Securities Exchange Commission (SEC) slammed almost all “Robo-Advisors” with deficiency letters. Robo-Advisors are low-cost digital investment advisors offering...
What Inflation Means to You
NEWS FLASH! There’s a shortage of chicken wings, so a local restaurant now charges $26 for a dozen wings that were only $9 last year. This is my way to explain to my sons what “inflation” really means in terms they understand. Another reminder for them is when it...
