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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Avoiding Stimulus Scams

Avoiding Stimulus Scams

With another round of stimulus checks on their way, this is a great time for fraudsters to pounce.  Don’t be a victim!  Follow these smart tips: If you receive a suspicious email or text message, DON’T respond, click on links, or open attachments. ...

The Personal Side of Money

The Personal Side of Money

I often find that when people come to me for financial advice, they get more than they bargain for.  A conversation about the stock market?  Sure.  Tips on how to save for a future goal?  You bet.  Observations about the opportunities...

November 2020 Market Commentary

November 2020 Market Commentary

November appears to be getting back to normal for the stock market now that we’re past the election tension.  Volatility, measured by the VIX index, has been steadily falling back to the lows we saw in mid-August.  And the S&P 5001 has slowly risen back...

3 Things to Do by Year End

3 Things to Do by Year End

As this year comes to a close, here are my top 3 important financial tasks to consider. Review Retirement Plan Contributions: Whether you contribute to a 401(k), 403(b), IRA, or Roth, look at your year-to-date contributions.  You can make 2020 contributions into...