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

October 2024 Market Commentary

October 2024 Market Commentary

Usually, this time of year is much more volatile than what we’ve seen so far.  And quite often September and October are the months that have the biggest market drawdowns or biggest sell-offs in any given year.  But this year?  Nope, this fall has been surprisingly...

Private Equity: The Next Big Crisis?

Private Equity: The Next Big Crisis?

“Private equity” is the term for companies not publicly traded or “listed” (on stock exchanges). If you are like most investors, you don’t think much about private equity because it is not generally available to you as an investor. Many private equity businesses are...

September 2024 Market Commentary

September 2024 Market Commentary

Volatility (often measured by the VIX index) has been relatively higher since mid-July, as expected for this part of the year. However, the stock market indexes haven’t been down as much as Seasonality would normally suggest this far into September. That’s not to say...

Car Payment or Roth IRA Payment?

Car Payment or Roth IRA Payment?

I wanted to share a financial insight I had recently while helping a client. We observed that her car payment was over $500/month. That’s a significant amount, for any budget.   So I looked it up. According to 2024 Experian data, the average car payment for a new car...

What About the Election and My Money?

What About the Election and My Money?

Some of the more frequent questions we get these days are about the election. What’s going to happen if one candidate wins, or worse, the other? What are we doing to protect your investments? Should we move to cash and just be careful?  First, let me say that the...

August 2024 Market Commentary

August 2024 Market Commentary

Things are getting interesting out there in the market.  August started off with a drastic sell-off, led by the NASDAQ and Technology sectors.  Other indexes like the S&P 500 and Russell 2000, and even bond indexes, eventually followed.  Then, as if there was no...

Profiting from the AI Wave

Profiting from the AI Wave

I get a lot of questions these days along the lines of “is this an AI bubble?” or “is the AI Bubble Popping?” And those are good questions because bubbles do eventually burst, and you don’t want to be left holding the bag when they do. First, let me show you what a...