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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Are You Really Maxing?

Are You Really Maxing?

Did you know there’s a difference between “getting the max employer match” in your 401k and “maxing” your 401k contributions?  I often hear this used interchangeably, but the differences are significant! How significant?  Try this: the MAXIMUM employee...

October 2020 Market Commentary

October 2020 Market Commentary

So far October has turned out to be less than exciting in the markets.  While it started off with a rebound from the mild pull-back we saw in September (as was seasonally expected), over the past week it has really slowed down and now we’re looking at a possible...

Finishing 2020 Strong

Finishing 2020 Strong

You know you’ve been doing something for a long time when a colleague describes you as an “industry veteran.”  That’s the way Will Hepburn described me to his clients last week.  And yes, it made me aware that I did start as an advisor in 1992 and have been...

Artificial Intelligence?

Artificial Intelligence?

A.I., or artificial intelligence, can be found everywhere these days: from marketing ("you might like this…" based on what you bought last time) to traffic (in Austin, the price for some toll roads changes based on traffic flow). A.I. is a powerful technology that can...