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®
Looking for a particular topic? Search for it here…
Watch Us on YouTube!
Get educated on financial topics with our team of experts.
Blog
The Threat of Inflation
Inflation is that phenomenon where dollars buy less and less as time goes on. I’m sure you can see that the prices of food, gasoline and housing are rising fast. Unless you can do without those 3 items, your cost of living is going up, and the purchasing...
Considerations When Combining Finances
“Should we combine our finances??” It doesn’t matter your age, gender, sex, or tax bracket. This is a big, important question any time you are considering a partnership. There are several ways to approach the question of combining finances. Here I’ll...
May 2021 Market Commentary
Since the end of April, the S&P5001 has been in a tight range and as of this writing, it is sitting almost exactly where it was a month ago. However, there are several factors that are looking more positive than we’ve seen in a while – and it seems possible...
How to Determine Your Core Values
It’s easy to claim that we all have values. The question becomes, “What are your values?” The question can seem daunting, but determining what your core values are is an interesting question that I believe must be answered by anyone who seeks to have a...
You Are the Conduit
“You can’t take it with you” is a common phrase I hear when it comes to money. Another great one I heard this week from a client is, “we are all just conduits.” In other words, money flows through us while we are here, and continues to flow, even after we...
April 2021 Market Commentary
Last month I mentioned how we noticed that the market has been peaking mid-month and then selling off into the end of the month. This happened in January, February, and March this year. While I didn’t intend that observation to also be a projection, it...
The Rabbit Hole
Have you ever gotten to the end of the month, looked at your bank account balance, and asked yourself, “Where did all the money go?!” Or worse, had a spouse ask you this. (The last one is from my own experience on numerous occasions after 27+ years of...
Helping the Next Generation
3 Things You Can Do As a Responsible and Loving Adult Many parents ask me about what they can do to help their children achieve financial independence. They may have different ideas in mind: a college fund? A financial gift at some important milestone? A car,...
March 2021 Market Commentary
I’m noticing a pattern in the market this year that has been challenging. The first half of the month has been generally positive, and then toward the end of the month, the market proceeds to sell-off. This is how January, February, and March have played...
The Good & Not So Good of Low Interest Rates
We are in a period of the lowest interest rates ever. If you are borrowing money, these are some of the best of times. We have never been able to borrow money for homes, businesses, cars, etc. as low as we have been able to this past year. As a...
Unpleasant Tax Surprises: Social Security
Ah, taxes, everyone’s favorite subject! To be fair, I have friends who actually enjoy diving into tax tables and itemizing deductions, which is wonderful! But that is not the majority of people I know. Our tax system is challenging. Yet, we all...
February 2021 Market Commentary
February WAS looking to be pretty good for the S&P 5001, being up almost 6% at one point this month. That is, until the last couple of days, when much like January, the market wanted to give back the gains. As of today, we are looking at ending...
