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

February 2024 Market Commentary

February 2024 Market Commentary

We are two months into 2024 and we’re back to a very separated market – meaning only a select few segments of the stock market are positive, while others (Small Cap stocks and much of the bond market) are negative.  But that doesn’t (yet) mean that the market trend...

3 Questions to Ask Yourself at Tax Time

3 Questions to Ask Yourself at Tax Time

We see plenty of confusion and questions at this time of year regarding tax forms.  And it’s no wonder!  Not only do you get an influx of confounding forms in January and February; you also get increasingly gray interpretations of the new tax laws from Congress and...

The Market from 30,000 Feet

The Market from 30,000 Feet

I’m sure you’ve noticed how different the countryside looks when flying over it in an airplane, so we are going to take a look at the financial markets from a similar perspective to see what we can glean. This first chart shows the S&P 500 Index over past 30...

Succeeding at Self-Control

Succeeding at Self-Control

Self-control is an important characteristic that can help us in all aspects of our lives from biting our tongue, to passing on the sweet treat, to accomplishing our New Year’s resolutions. But self-control isn’t easy! In fact, it can be downright painful, especially...

January 2024 Market Commentary

January 2024 Market Commentary

It’s a new year and the momentum of the stock market is attempting to carry through into the new year.  The first three days of 2024 were down, but once we got through the first five days, the S&P 500 was only slightly negative (basically flat).  There are...

Gamify Money Management

Gamify Money Management

I was recently asked to contribute to an article for GoBanking Rates on “Frugal Living Tips Millennials Should Focus On in 2024.” It was fun to think about this topic and I was honored to be quoted in the final version. You can read the full article here: “Frugal...

A Peek into the Future

A Peek into the Future

My usual January comment is that I don’t like to make predictions about the financial markets. Psychologically, one tends to get anchored to a prediction they make, and if the markets behave differently, that anchor becomes a pull toward making poor investment...

Everything is Transitory

Everything is Transitory

In 2021, economic policymakers told us that inflation was transitory. In 2022, they changed their tune and said that inflation is persistent. They both could be correct, depending on the time frame being used. When it comes to long-term investing, many of the...

December 2023 Market Commentary

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

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

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

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...