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
October 2021 Market Commentary
So far so good in October, as we near the end of the historically “worst six months.” Our expectation was for a positive month in the stock market and it looks like we will get it. And while September closed near the low for the month, October has quickly...
Important End of Year Tax Tips: Things to Do Now
There has been a lot of concern recently over the landscape of taxes in the US, and what next year might look like for our tax system. At the time of this writing, we are still waiting (some of us with bated breath) to see what Congress finally passes in the final...
The Big Question
The most frequent concern that I hear from clients, regardless of what is happening in the economy, politics, or the market, is, “I worry that the bottom is going to drop out of the market, what can we do about it?” In this situation, there are three main strategies...
Essential Estate Planning Documents
... from the Perspective of a Financial Planner (I am not an attorney!) Estate planning can get complicated, and sometimes people put it off exactly for that reason. Who wants to be digging into dusty legal documents when there are other, more pleasant things to do...
September 2021 Market Commentary
Historically, September has the highest odds of a negative stock market return out of all the months of the year. And as if on cue, this year it is no different. The S&P 5001 drifted lower at a fairly slow pace and then accelerated into the last half...
Try This If You Want Financial Success
Wouldn't we all like to be able to achieve instantaneous results in life? Every day, either on the radio or TV, I'm assured that I can lose 30 pounds in 4 weeks if I order the magical fat-burning tonic. I don't even have to quit the pizza or ice cream!...
The Tip of China’s Iceberg
Developments surrounding China's second-largest property developer, Evergrande, are beginning to remind me of the cracks in the US mortgage markets in 2008. Evergrande is on the verge of bankruptcy, and whether the Chinese government will bail the company out is...
Should I Use a Trust for My IRA Beneficiary?
Last month we discussed the different types of beneficiaries you can name on your IRA accounts. The beneficiaries with the most perks were the “eligible designated beneficiaries,” like a spouse. But what about naming a Trust as beneficiary? Isn’t...
August 2021 Market Commentary
We’re starting to see an interesting shift in the market, and in the short-term things are looking “sub-optimal” (as a Doctor friend would say). Our Long-Term trend indicator has been weakening and is now giving us a negative reading. It tried to go...
Life-Changing Money
If you have or believe you are going to receive an amount of money that you define as “life-changing,” I’d like to share some thoughts with you. These are hopefully thoughts that will give you comfort as well as caution when dealing with a new financial...
Are We About to See Double-Digit Inflation?
We’ve done it before, several times. Inflation, even if it is mild, destroys the purchasing power of your dollars. So, the bigger question beyond “could we see double-digit inflation?” is “how to protect your family and your savings from its ravages?” This...
Are You Leaving a Benefit to Your Beneficiaries? Or a Headache?
I want to talk for a moment about Beneficiaries. How you designate your assets may or may not seem important to you, but it will be extremely important to those you leave behind. This is called Estate Planning, and it’s jokingly referred to as the way you...
