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
Tax Season Reminders
Tax Season is Upon Us! I have been fielding several questions about tax reporting recently, which is no surprise given the time of year. Since most of us only dust off the books and do this activity once a year, a few reminders might help. This is not meant...
February 2018 Market Commentary
It would seem that 2018 is off to an interesting start. After a very positive and strong January for the S&P 5001, February came and gave much (but not all) of it back. As of 2/22/2018, the index is still up Year To Date by approx 1.3% (FastTrack...
February 2018 Market Commentary EXTRA
Well, the market got interesting rather quickly. With the S&P 5001 and other US stock market segments selling off at a rapid pace, we’ve found ourselves getting defensive to help protect our investors. Here are some of the highlights of action that...
Shortcut to Your Goals: the Tax Cut
Due to the new Tax Cut and Jobs Act, just about everyone will begin feeling a "raise" in their paycheck in the next month. In my experience, saving your raise could be one of the smartest things that you do financially. It may surprise you, but little bits do...
January 2018 Market Commentary
Happy New Year! And what a year it’s been so far! Coming off of 2017 where the S&P 500 1 was up just over 20%, and Large Cap Growth was even better, we’re off to a positive start of 2018. The most prominent question we are getting right now...
The Fascination of Bitcoin
You’ve probably seen the headlines. I know I have. They have ranged from “Are Cryptocurrencies the Best Investment Opportunity of the Next Decade?” to “Bitcoin – Millennial’s Fake Gold.” Some writers have compared the Bitcoin frenzy to the “Pet Rock”...
December 2017 Market Commentary
We found 2017 to be a surprisingly positive year overall for many stock markets, both here in the US and around the world. And this, in spite of an impressive amount of doubt stemming from the US elections last November. What we suggested in our November...
November 2017 Market Commentary
Well, we’re nearing the final stretch of 2017 and still not a major correction in sight. Compared to the last few years, this has been a welcome break for us, as I’m sure it has been for many investors as well. But when it starts to feel like “anyone can...
Year End Financial Planning: A 7-Item Checklist
The end of the year can be a busy time. Sometimes things slip through the cracks. But I hate to see opportunities missed just because you didn’t realize there was a deadline, or that you had to take action. So! To help you finish up the year...
October 2017 Market Commentary
Contrary to many historic stats and expectations of the stock market during September and October, we haven’t seen the “scary” fall season we’d often anticipate. Even with the minor sell-off we saw on Wednesday this week, none of the major trend lines that we follow...
Myth Busting Job Changing
I recently read that the average American changes jobs 10 to 15 times over the course of his or her career (BLS Study). That’s quite a few changes to navigate! I often hear misconceptions about what to do with an employer-sponsored retirement plan after you leave a...
Equifax Data Breach
Many consumers have been alarmed recently to learn that Equifax, one of the three major credit reporting agencies in the US, suffered a data breach between mid-May and July 2017. Personally sensitive information of virtually anyone with a credit history was...
