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

Setting Course for December 2030

Setting Course for December 2030

The new year means that one-fifth of this century is already history!  For me (and I suspect some of you as well), it seems like just yesterday that we were ringing in the new century and waiting for the lights to go out because of Y2K.  Now we are on the...

December 2019 Market Commentary

December 2019 Market Commentary

And that’s a wrap on the second decade of the 2000s, and welcome to the “roaring 20s!”  Year-end is a great time to review the good, the bad, and where you want to go into the future.  We like to work on our balance sheets at this time of year, both personal...

How to Sort Through Holiday Hoopla

How to Sort Through Holiday Hoopla

I recently was on a community call hosted by one of my mentors, Susan Bradley (founder of the Financial Transitionist Institute), and the topic was how families navigate change during the holidays.    The holidays are a time of emotional connection – which...

November 2019 Market Commentary

November 2019 Market Commentary

November has been a good month for the most part for the S&P 5001.  For the first part of the month, there were several factors backing the move upwards (which we believe started in the middle of October).  However, since Nov 8th, those same factors...

How to Maximize Your Employee Benefits

How to Maximize Your Employee Benefits

Fall is “Open Enrollment Period” for many companies and an excellent time to revisit your employee benefits.  Are you getting the most out of the options your employer is offering to you?  Here are my top 5 tips on what to consider. Healthcare Tip: the H S A...

October 2019 Market Commentary

October 2019 Market Commentary

This month started with the S&P 5001 falling off a steep cliff, just over -4% in the first few days of October.  It eventually got back to even and finally made new highs on the year (more on that later).  But if previous highs this year are any indication, it...

Questions to Ask an Advisor Candidate

Questions to Ask an Advisor Candidate

There are influential professionals, advisors, and mentors that assist us in many aspects of our lives. I’ve personally found it helpful to find people who have strong values and are committed to helping others.  Knowing good questions to ask people you are...

September 2019 Market Commentary

September 2019 Market Commentary

Depending on where the market closes on Monday, the S&P 5001 could end up flat on the month and the quarter.  It hasn’t been without its ups and downs, at one point having a peak-to-trough draw-down of a little over 6% in August (FastTrack data). ...

College Funding

College Funding

For many parents, a college education is an important part of a child's journey into adulthood.  Funding this part of the journey often presents a challenge, though – and potentially long-lasting financial consequences to both the parents and the child.  As...

August 2019 Market Commentary

August 2019 Market Commentary

And just like that, the environment changed.  The Federal Reserve lowered interest rates by 0.25% since our last market commentary.  That was a change from their original plan of raising interest rates not once, but twice before year-end 2019.  So now...

Setting A Course

Setting A Course

In this age of acronyms, one of the best I’ve heard is QTL.  Quality Time Left.  A friend of mine who was recently celebrating the 29th anniversary of his 31st birthday (my backhanded way of saying he turned 60) introduced me to the concept of QTL.  During this summer...