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
So You’re Retired… Now What??
You’ve planned carefully, crossed your T’s and dotted your I’s, completed the last of your tasks/duties, said farewell to your coworkers, and cut the cake. Congratulations, you’re retired! Now what??Retirement is one of life’s significant...
May 2020 Market Commentary
Does anyone recall the inverted yield curve of mid-last year and its projection that we’d enter recession sometime in mid-2020? While we would never have expected the Coronavirus to be the trigger, it looks like we could be getting a recession right on...
How to Build an Emergency Fund
According to a recent study by the Federal Reserve, approximately 40% of Americans do not have $400 set aside for a financial emergency. This is one reason why so many people are facing significant financial peril from the recent lockdown.One of the cornerstones...
Economic Impact Payment Scams
Economic impact payments are being sent from the IRS automatically to those who are eligible. Whether you are expecting payment or not, you should be aware of potential scams that are used to exploit taxpayers during these confusing times.Here are a few tips on...
April 2020 Market Commentary
Rule #1 – Don’t lose money. It sounds simple, but in practice, it can be quite a challenge. Still, as challenging as it may seem at times, it remains the foundation for how we manage money and risk in client accounts. That doesn’t mean our accounts won’t show...
Storms
My family and I live in Wimberley, Texas, which you may remember was struck by a flood on Saturday, May 23, 2015. Unprecedented is a term often used to describe the flooding. Still, that adjective does not capture the magnitude of what happened that evening along the...
Circuit Breakers
Many of you are probably familiar with the concept of a circuit breaker. It’s a safety device that shuts off the flow of electricity when the system senses something could be going wrong. The effect is to save the electrical system from damage which can be...
March 2020 Market Commentary
Market jitters in February turned into all-out panic in March, the likes of which we rarely see. The S&P 5001 had a draw-down of -33.7% from February 19th to March 23rd before finally starting a rebound on Monday this week (Source: FastTrack). ...
Special Bulletin: What We’re Doing Now
Along with you and investors all over the world, we have been watching the COVID-19 situation as it evolves, as well as other economic factors that may affect your financial future. Each passing day brings new developments, but our top priority remains helping...
February 2020 Market Commentary
So much for that good start we were off to this year. After weeks and weeks of ignoring the news of the coronavirus, apparently, a week ago someone decided it was time to sell. And sell they did! As of today, the last day of February, the S&P...
Financial Risk Today
Charles Dickens wrote in his book The Tale of Two Cities, “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness.” That phrase comes to mind as I read the news. Today, the average person enjoys healthcare,...
Portfolio Pay Cut
Many people are curious about how they get money from their retirement accounts once they have stopped working. This month, I wanted to help illustrate how distributions work, and the effects that unplanned distributions can have on a retirement portfolio. Let’s...
