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MARKET COMMENTARY
Read monthly updates on economic events and market trends
Ryan Redfern
Chartered Market Technician® (CMT®)
Chartered Financial Consultant® (ChFC®)
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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®
INVESTMENT RESEARCH
Learn more about active management from the author of “Why Bad Things Happen to Good investments”
Will Hepburn
Vice President of Investment Research
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Discover how your values influence your financial behavior
Phil Lebkuecher
Behavioral Financial Advisor (BFA)
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Practical insights to help families build, protect, and grow lifelong financial resilience
Heather D. Johnson
Investment Advisor Representative
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Blog
July 2025 Market Commentary
This slow grind higher continues! July tends to be a strong month for the US Indexes according to seasonality, and it did grind higher, just not very quickly. But looking at seasonality, August is where things could get interesting. Or at the very least, more...
Money Mindset Part 3: Overcoming Fear and Taking Action
Hello again! We’re continuing our series on Money Mindset and how your attitude and thoughts about money shape your experiences and your financial reality. We’ve explored the topics of scarcity and abundance, as well as building confidence and self-worth. Today...
The Next Industrial Revolution
We’ve had several Industrial Revolutions in the U.S.—four or five, depending on who you ask. But you don’t kick off a true industrial revolution with just one new product or industry. What you really need is an entire platform—something that creates lots of...
Simple Ways of Being Prepared for the Inevitable
I believe that one of the responsibilities we have in life is to be prepared for when we pass and how our estates are distributed. I was reminded how crucial this exercise is on July 4th when our friends, a couple, were both killed in the Kerrville flood. There’s a...
June 2025 Market Commentary
Much like in May, we saw the market hit a peak right at the midpoint of the month and then drift lower for a bit. But this time, it looks like the US Large Cap indexes are trying to continue their move higher. Seasonality also suggests that July tends to be a positive...
Money Mindset Part 2: Building Money Confidence & Self-Worth
Did you know that only 19% of women feel ‘very confident’ making financial decisions? (according to a recent survey). Do YOU feel very confident making financial decisions? Honestly, I don’t think ANYONE does; there are too many variables out there. BUT, there are...
Adapting to Changing Markets®
I’ve accomplished a few things in my 4 decades helping clients manage their money. I led a national trade organization for active money managers, managed mutual funds twice, created a market indicator that is used each week by 20,000 portfolio managers, newsletter...
Financial Planning for Aging Parents: Open Communication and Collaboration
When it comes to supporting aging parents, one of the most impactful things we can do is foster open communication and collaboration around finances. These conversations aren’t always easy—but they are essential. Whether you’re already navigating this journey or just...
May 2025 Market Commentary
The first half of May felt like a solid continuation of the rally that started in the 2nd half of April (after the messy, tariff-driven market madness). However, since mid-May several US market indexes are slightly negative. So the rally is starting to show...
Money Mindset: Breaking the Cycle of Scarcity
Welcome to the first post in my new series on Money Mindset! Over the next several posts, we’ll explore how your beliefs about money shape your financial reality—possibly more than you think! The Numbers Tell the Story Did you know that nearly 70% of women...
What Could Possibly Top AI?
Artificial intelligence (AI) has been all the rage for a few years now, and stocks focused on this market sector have been red hot. We own a few of these issues in our Future Technologies models, and I wished we owned more – should’a, could’a, would’a and all. But...
Financial Planning for Aging Parents: Financial Tools and Resources
As we age, planning for a secure financial future becomes more important than ever—for ourselves and our loved ones. With so many financial tools and products available, it can feel overwhelming to know where to start. In this post, we’ll explore a range of...
