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

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...

July 2019 Market Commentary

July 2019 Market Commentary

The Federal Reserve has a big announcement to make this week.  Will they change course and begin cutting interest rates?  By the time our newsletter is released, we’ll know one way or another.  While most recent market news has been moderately positive...

Scam Artists

Scam Artists

I have seen some really convincing scam emails lately.  I mean the type that get me wondering, “should I click on this button?”  Don’t I know better?  It makes me wonder how many people fall prey to these frauds. CNBC reported earlier this year...

June 2019 Market Commentary

June 2019 Market Commentary

We are now half-way through 2019, and still the S&P 5001 can’t break out of a range that began in late 2017.  Yes, we’ve touched new record highs, but they haven’t lasted more than a few days.  And while that sounds generally positive, it’s been limited...

Roth IRAs for Kids

Roth IRAs for Kids

As parents, we have a responsibility to teach our children how to save, spend, and invest wisely.  Trying to explain these principles, in theory, can be difficult for a parent to communicate as well as for a child to understand.  However, a Kid’s Roth IRA...

May 2019 Market Commentary

May 2019 Market Commentary

Just when everything is looking good in the markets and the economy, something has to show up and throw a wrench in the works.  When the S&P 5001 hit an all-time high on May 1st, the tweeting began.  And just like that, the US is flirting with a trade...

April 2019 Market Commentary

April 2019 Market Commentary

After an impressively and unexpectedly bad Q4 of 2018, the stock market rebound (specifically the S&P 5001) is finally getting close to where it stopped and rolled over in late September.  However, not all areas are participating.  Small Cap stocks...