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
December 2023 Market Commentary
We’re now looking at the end of 2023 and wow, what a year it was. Until the last couple of months, so much of the market had just gone nowhere. But the November run up (which was seasonally expected) and the continued run up in December (not as seasonally expected)...
News and Insights for 2024
It’s that time of year… the IRS has announced the new rules for IRAs and Retirement plans for 2024. Staying on top of these changes each year is an excellent way to improve your financial health. Often the annual adjustments are rather small, making it relatively easy...
A Goldilocks Market
There are many positives in the stock markets right now. The third year of the presidential election cycle, which is normally the strongest of the four years between elections, delivered good returns as expected. We are in the colder months of the year which are often...
Achieving Success
As the year comes to an end, it’s a good time to reflect upon the year behind us. The good things, the bad things, and the success we achieved along the way. Sometimes we rely upon favorable circumstances to achieve success, but circumstances are often beyond our...
November 2023 Market Commentary
After a challenging time for most stock market indexes in August and September, the seasonal October low happened a bit later than we expected. We had noticed a pattern where the market lows for the Fall season tended to happen in the first half of the month, as they...
The Trouble With “Loans”
When life throws you a financial curve ball, it can be pretty tempting to dip into your retirement plan for help. After all, it’s money you have saved for yourself, right? Maybe. But there are a few really important things you need to know before you make the...
Is a Market Crash in Our Future?
The stock market had a nice rally recently, but we are still in a bear market, and although I don’t want to throw a wet blanket on the gains from the recent rally, I do want to talk about the potential for a continuation of the bear market and possibly even a stock...
Calm Amid Crises
When markets and headlines become concerning, as they do just about every few months, remaining calm can be difficult – but is essential to making wise financial decisions. Finding Your Calm While we cannot control what happens in the world, the good news is that...
October 2023 Market Commentary
The month of October can often be a challenge. At some point in this “spooky” month, major seasonal bottoms tend to happen. October also signals the end of the “Sell in May…” part of the year. Historically, mid-October to late-April is the strong half of the year...
How Not to Go Broke This Holiday Season
Did you know that the average American spends around $1000 on holiday gifts each year? Regardless of whether that number seems low or high to you, there’s no denying that holiday spending has the potential to “gift” you with a holiday hangover just as much as it can...
The Fog of War
When I was released from the army in 1974, I had been assigned to the Command Operations Center - the War Room – for US Army Alaska. We made war plans, executed war games, and analyzed their outcomes. One thing I learned during that period, is that regardless of how...
Magnifying the Present
It is human nature to focus more on the present than on the future, which is in line with our basic instinct of survival. We focus on the present because that is where “life happens” and where we experience feelings such as pleasure, pain, anxiety, and peace. Every...
