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
Protecting Your L.I.F.E. Part 2!
Last month, we talked about WHY you may want to consider carrying life insurance coverage. We used the acronym LIFE to clarify four different purposes that life insurance can potentially serve. Using those four reasons, we then discussed the amount of life...
Protecting Your L.I.F.E.
I’m often asked about life insurance. Should I have life insurance? If so, how much? What kind is best? These are all great questions. As a financial planner, I’ve seen life insurance make or break a family in transition after a...
Keep an Eye on the Puzzle
Ah, jigsaw puzzles. I had a love-hate relationship with them as a kid…I just loved being done, but I hated getting stuck and frustrated while working through the puzzle itself – sound familiar? Financial planning can be a lot like working on a jigsaw puzzle. We...
Top 6 Financially Smart Moves to Make This Summer
Ah, summer! The approach of warmer days and the end of the school season mean a change of schedule for most of us. Whether your summer activities include traveling afar or staying at home; watching movies or watching kids; spending more time outside – or...
Senior Care
It’s a tough conversation. Mom and dad are getting older, and the kids are wondering what changes life may bring in a few years. Handling this conversation with care and grace is possible; the key is to be aware of a few important tips to keep the dialogue...
How to Know If You Are On Track For Retirement
It seems like a simple, and sensible, question. Also known as “How much should I have saved?” and “Am I ahead or behind?” – it is a question that planners everywhere strive to answer in some way. The real answer, of course, is that there is no single...
Tax Season Reminders
Tax Season is Upon Us! I have been fielding several questions about tax reporting recently, which is no surprise given the time of year. Since most of us only dust off the books and do this activity once a year, a few reminders might help. This is not meant...
Shortcut to Your Goals: the Tax Cut
Due to the new Tax Cut and Jobs Act, just about everyone will begin feeling a "raise" in their paycheck in the next month. In my experience, saving your raise could be one of the smartest things that you do financially. It may surprise you, but little bits do...
The Fascination of Bitcoin
You’ve probably seen the headlines. I know I have. They have ranged from “Are Cryptocurrencies the Best Investment Opportunity of the Next Decade?” to “Bitcoin – Millennial’s Fake Gold.” Some writers have compared the Bitcoin frenzy to the “Pet Rock”...
Year End Financial Planning: A 7-Item Checklist
The end of the year can be a busy time. Sometimes things slip through the cracks. But I hate to see opportunities missed just because you didn’t realize there was a deadline, or that you had to take action. So! To help you finish up the year...
Myth Busting Job Changing
I recently read that the average American changes jobs 10 to 15 times over the course of his or her career (BLS Study). That’s quite a few changes to navigate! I often hear misconceptions about what to do with an employer-sponsored retirement plan after you leave a...
Equifax Data Breach
Many consumers have been alarmed recently to learn that Equifax, one of the three major credit reporting agencies in the US, suffered a data breach between mid-May and July 2017. Personally sensitive information of virtually anyone with a credit history was...
