Looking for a particular topic? Search for it here…

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®

October 2022 Market Commentary

October 2022 Market Commentary

The major US stock indexes appear to be finding some stability, even if it is just in the short term.  For context: as of October 26th, the S&P 500 is down -18.65% year to date, after being down -24.50% at its low point on October 12th.  The NASDAQ100 is...

The 3 C’s to a Successful Retirement

The 3 C’s to a Successful Retirement

Many retirees I work with find an unexpected challenge post-paycheck: how to structure their new calendar. When you retire (or, as a friend of mine likes to say it, when you “shift into a work optional lifestyle”), your daily routine changes.  Depending on what...

Snakes

Snakes

With the turbulent financial markets this year, I am often asked, “How are you doing with the market being so bad?”  I usually reply something along the lines of, “Pretty well.  At Shadowridge, we expected bear markets in both stocks and bonds and had plans...