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®
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Blog
Myth-busting Indexing
I was recently listening to the podcast “Secrets of Wealthy Women,” hosted by the Wall Street Journal. One of the wealthy ladies being interviewed, a successful business owner, made a comment which stopped me cold. When asked about her investing philosophy,...
March 2019 Market Commentary
The first quarter of 2019 was a nice change from what we saw in Q4 of last year. And while it was one of the strongest first quarters since 1998 (cnbc.com), the S&P 5001 still hasn’t recovered the all-time highs it reached in September 2018. It ’s also...
Making Money Fun
Have you ever had a huge task in front of you that seemed so daunting it just made your stomach sink? Oftentimes we approach our financial tasks with this sinking feeling. It’s not fun, so we find ourselves behaving like small children who don’t want...
February 2019 Market Commentary
Wow, this year isn’t going as many investors and investment managers predicted. But that might be a good thing. I’m often in touch with several other money managers during the month to compare notes about what the market is doing and how others are...
Should I Bother Claiming My Roth IRA Contributions on My Taxes?
It may seem like a waste of time, digging through your records, faithfully documenting your Roth IRA contributions when you file your tax return each year. There’s no immediate tax benefit, so why bother? There are 3 compelling reasons to be diligent about this...
January 2019 Market Commentary
After an unexpectedly and uncharacteristically ugly December, January 2019 so far has been a nice break from the down-trend. The government shutdown, while a big source of debate politically, was a non-issue relating to movement in the stock market. It...
Top 3 Things to Do to Prepare for a Recession
A wise friend recently asked me: “What should I be doing now to prepare for the next economic recession?” Whether you think the next downturn is nearly upon us, or is still years away, this is an excellent question to ask. Having lived through several...
Top 3 Things to Do for the New Year!
If your New Year’s Day list includes these 3 things: Nurse a hangover Take down holiday decorations Return gifts you’re probably not alone. But what about doing something different, something that could actually improve your future life? Here are 3 smart and...
How Do I Talk to My Spouse/Partner About Money?
This has got to be one of the most important, and often one of the most difficult, questions that I am asked. Couples have a unique opportunity to build a bright, positive future together, with the power of TWO, rather than one. But how do you do that?...
Retirement – Part 2!
Last month, we discussed the 5 key questions to consider when nearing retirement. These covered the areas of health care, housing, lifestyle, and family. This month, we’ll get down to the question of income, the next important part of this adventure. The...
Recent Market Volatility
Yesterday’s market declines (the S&P 500 down 3.29%, according to FastTrack data) were entirely within the range of a normal adjustment. Despite the claims of talking heads, this doesn’t appear to be a “crash,” nor is it a reason to panic. It has been our outlook...
Considering Retirement?
Ever wish you had a friend who had successfully retired and could tell you what you need to do?You’re not alone. After helping clients to retire successfully over the years, I’ve observed there are some common, practical steps that help lead to a smooth...
