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
July 2017 Market Commentary
This month we’re writing from beautiful Santa Fe, New Mexico, where it’s a nice weather break from the warm (ok, some would say HOT) Texas summer. It is nice to get away from the office and get a new perspective on things, so here it goes… Earnings season in the...
How to Be Your Own Superhero: Organizing your financial records
During this season of summer blockbuster movies, do you ever wish that you could fly into a daunting situation, save the day, solve the problem, be lauded as a hero, and fly off again with the crowd cheering? How about doing this for yourself and your family on...
The Retirement Trip
Are you traveling this summer? Anticipating a vacation can be lots of fun… whether you stay close to home or venture far away, thinking about where you will go and what you will do should fill you with expectation and delight. After all, this is your...
June 2017 Market Commentary
One of the best parts of our job here at Shadowridge is seeing clients reach major financial goals in their lives. Earlier this month, we saw a client realize their net worth had exceeded $1 Million (Assets - Liabilities = Net worth). It wasn’t an...
How the DOL Fiduciary Rule Could Affect You
The regulatory environment in the financial services industry continues to change, and it’s been interesting to watch lately! If you didn’t know, the Department of Labor (DOL) new Fiduciary Ruling is set to take effect this week, on June 9th. Originally created under...
May 2017 Market Commentary
What a week to have to write a market commentary! Earlier this week the S&P 500 touched new all-time highs, and then Wednesday hit and gave us the largest one-day loss so far in 2017. Thursday looked like the start of a potential rebound. It has been quite a...
Key Takeaways from the Inside Retirement Conference 2017
There were so many useful ideas presented at the Inside Retirement Conference in Dallas this year. I’ll be working some of these thoughts into future articles; but for today, I wanted to highlight the “top 3 tips” for successful retirement which I gained from...
April 2017 Market Commentary
What started out as a strong and positive 2017, seems to have turned into a sleepy, sideways stock market environment. The peak of this year remains on March 1st and we haven’t been there since. We’ve also just seen the largest volatility spike since the...
What Happens When Someone Dies? Misconceptions Regarding Estate Planning
What happens when someone dies? This question has come up recently, and it’s an important one. On the one hand, there are important options you may have if you become an inheritor or an executor for the estate of a loved one. On the other hand, there are...
March 2017 Market Commentary
Market Commentary - March 2017 So far, March 1st was the date of the stock market peak this year. We went from a market which seemed unstoppable, to a market quickly running out of steam. Generally, we believe a pause in a run-up is healthy, and allows for...
Time to Fund Your IRA
The Deadline is Fast Approaching! Time to Fund Your IRA Your mind may be preoccupied with gathering last year’s financial information in order to file your tax return, but don’t let this window slip by you… the window of opportunity to impact your future retirement....
Market Commentary February 2017
February 2017 Market Commentary Wow, what a start to the year! So far, 2017 has been the polar-opposite of the first quarter of 2016. We can only hope that it doesn’t reverse course anytime soon. As we’ve said previously, we’re more aggressively positioned than we...
