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
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...
January 2020 Market Commentary
The new year was off to a good start for the S&P 5001. Even with the Coronavirus scare over the past few days, and a brief sell-off of about -2.5%, the market appeared to be bouncing back fairly quickly (FastTrack data). However, today (January 31,...
Special Bulletin: Newly Passed SECURE Act May Impact You
On December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, bringing with it significant changes to the retirement planning landscape. We believe some of the changes are positive, and some are not. If...
December 2019 Market Commentary
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
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
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 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
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...
