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
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...
Be Prepared
My son Matthew earned his Eagle Scout several years ago. The Eagle Scout motto is "Be Prepared," and the program's focus is to help boys and girls be ready to face various challenges in life. I was thinking of that training often this past week when Texas...
The Hidden Side of Money
“What would you do if you won the lottery?” It’s a fun mental exercise that many people like to play, whether they actually buy a lottery ticket or not. The possibilities seem endless, and the empowerment seems tantalizing. But the reality isn’t always...
January 2021 Market Commentary
So far, 2021 isn’t having as much strength or conviction in the stock market as I would have thought or even hoped. As of close yesterday, the S&P5001 is only slightly above break-even on the year at just under 1%. And while the index started out...
Financial Goal Setting
You have probably seen the “SMART” goal-setting acronym, which stands for: Specific, Measurable, Achievable, Relevant, and Time-Bound. These principles apply well to our financial goals as well as other goals. Here are some brief reminders to help keep you...
December 2020 Market Commentary
Getting Better, Slowly
The Wall Street Journal recently published an article about people who used high risk methods to buy high risk investments. These folks had turned relatively small amounts of money into exceptionally large gains in the past year. Earlier in the year, the...
December 2020 Market Commentary
Well, there you have it. Another trading year behind us that has been quite a ride. The S&P 5001 looks like it will end the year up around 17.5% (FastTrack data). That is incredibly surprising, given that the same index was down over -30% at one...
Avoiding Stimulus Scams
With another round of stimulus checks on their way, this is a great time for fraudsters to pounce. Don’t be a victim! Follow these smart tips: If you receive a suspicious email or text message, DON’T respond, click on links, or open attachments. ...
