MARKET COMMENTARY

Read monthly updates on economic events and market trends

Ryan Redfern

Chartered Financial Consultant

INVESTMENT RESEARCH

Learn more about active management form the author of “Why Bad Things Happen to Good investments”

William T. Hepburn

MARKET COMMENTARY

Read monthly updates on economic events and market trends

R. Phil Lebkuecher

Behavioral Financial | Advisor (BFA)

MARKET COMMENTARY

Read monthly updates on economic events and market trends

Laura F. Redfern

CERTIFIED FINANCIAL PLANER™ (CFP®) Proffesional

Certified Financial Tansitionist®

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Financial Goal Setting

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...

Getting Better, Slowly

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

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...