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How to Be a Happy Retiree!

How to Be a Happy Retiree!
Laura Redfern Personal Finance September 19, 2014 September 24, 2018

How to Be a Happy Retiree! By Laura F. Redfern, CFP® Fidelity conducted a survey of recent retirees and found that, while a majority of seniors reported that they were enjoying retirement, a whopping 57% said they “wished they had done more planning” in preparation for retirement. Sounds like a …

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Market Update September 2014

Market Update September 2014
Ryan Redfern Market Commentary September 5, 2014 September 24, 2018

  September 2014 Market Commentary It has been said that “April is the cruelest month,”but historically, September has the highest odds of the S&P500 ending the month lower than it began. So far in 2014, the Big Picture still looks good for domestic equities (US stocks), barring any sudden and …

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Market Update August 2014 – And Another Thing

Market Update August 2014 – And Another Thing
Ryan Redfern Market Commentary August 8, 2014 September 24, 2018

Here is the S&P500.  If we look back at the last year and a half, week by week, we can see that the UP trend is still in place.  Even after the ugly last day of July, we’re still in good shape.  We wouldn’t be concerned until we cross the …

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Market Update August 2014

Market Update August 2014
Ryan Redfern Market Commentary August 8, 2014 September 24, 2018

I saw this headline this week and was reminded how often financial concepts are taken out of context:  “The VIX is Soaring!” The VIX is a measure of volatility, and investors who watched their accounts bounce around the past week might have felt that statement was true.  But, really, is …

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Market Update July 2014 – Onward and Upward

Market Update July 2014 – Onward and Upward
Ryan Redfern Market Commentary July 7, 2014 September 24, 2018

  Continuing onward and upward!  And even though the Dow Jones Industrial average crossed 17,000 this week, we believe it will be much more important to see the S&P500 rise above 2000. Since the beginning of the year, we’ve felt the market bias was positive and would reward those who …

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Market Update June 2014

Market Update June 2014
Ryan Redfern Market Commentary June 6, 2014 September 24, 2018

So far, 2014 has turned out to be a lot of nothing to write home about.  Last year, the S&P 500 ended just below 1850 (see chart below).  For most of the year, we’ve been stuck bouncing around in a narrow range (indicated by the horizontal blue lines). Five months …

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7 Things You Should Know About… Roth IRA’s

7 Things You Should Know About… Roth IRA’s
Laura Redfern Personal Finance March 26, 2014 September 24, 2018

Taking the Fear Out of Finance with Laura F. Redfern, CFP® 7 Things You Should Know About… Roth IRA’s Brush your teeth, eat your veggies, contribute to your Roth IRA… most of us would agree these are good things to do. And yet most of us, if pressed, would also …

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Market Update March 2014

Market Update March 2014
Ryan Redfern Market Commentary March 12, 2014 September 24, 2018

So far, 2014 has been a complete rollercoaster. After a sad start to the year and a small sell-off in January, we got a nice rebound, recently getting back to new record highs on the S&P500. Strength in Technology and Healthcare have remained constant, though. What we found more interesting, …

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New Year, New Rules?

New Year, New Rules?
Ryan Redfern Market Commentary February 4, 2014 September 24, 2018

I have to say we’ve had it pretty easy for the past couple of years.  We’ve been long overdue for a correction and it looks like we are getting one.  Our more conservative strategies have been positioned for this move.  Some of our more aggressive strategies took action last week …

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Making Life Less Taxing

Making Life Less Taxing
Laura Redfern Personal Finance December 23, 2013 November 6, 2018

Making Life Less Taxing with David Featherston, CPA: Year-End Deadline for Roth IRA Conversion… Read All About It! This is the time of year to contemplate funding an IRA for 2013. You have until April 15, 2014 to fund an IRA, but you may wonder which type of IRA – …

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