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
Retirement Readiness 1
Retirement Readiness We’re often asked for tips on how to create a successful retirement. We think this such a great question that we’re devoting a new column to this topic. In each newsletter, you’ll find one “tip” we’ve found to be invaluable on the...
7 Things You Should Know About Securing Your Personal Data
What’s more heart-stopping than being told that you owe money at tax time? How about being told that you can’t file your taxes, because they have already been filed – and not by you? Identity theft is on the rise, folks. This tax season, I’ve heard more stories from...
Staying On Track
How Do I Know If I'm On Track You’re saving and investing. You feel that you are working towards your financial goals. But how do you know? Here are FIVE quick steps you can do to “take your financial pulse” and help make sure you stay financially healthy....
Study: Active Management Delivers More Dependable Returns
Summary: The risk of selling and moving out of the stock market often focuses on missing good days and hurting overall returns. However, investors have an equal chance of missing a bad day and increasing returns. Since the best days often follow the worst days, back...
5 Tips to Help Reduce Your Taxes
If you’re filing your 2014 taxes and thinking, “why am I paying so much in taxes?” - Here are FIVE TIPS to help you take advantage of potential tax-saving opportunities that are out there. After all, “it's not what you make but what you keep that counts” – so...
IRAs in a nutshell
We often get asked, what’s the difference between a Roth IRA and a Traditional IRA? There are several key differences. Here are THREE YOU SHOULD KNOW: Taxation. It’s basically a question of “now or later?”. With a Traditional IRA, you get a tax break today and you pay...
How to Be a Happy Retiree!
How to Be a Happy Retiree! By Laura F. Redfern, CFP® Fidelity conducted a survey of recent retirees and found that, while a majority of seniors reported that they were enjoying retirement, a whopping 57% said they “wished they had done more planning” in preparation...
7 Things You Should Know About… Roth IRA’s
Taking the Fear Out of Finance with Laura F. Redfern, CFP® 7 Things You Should Know About… Roth IRA’s Brush your teeth, eat your veggies, contribute to your Roth IRA… most of us would agree these are good things to do. And yet most of us, if pressed, would also admit...
New Year, New Rules?
I have to say we’ve had it pretty easy for the past couple of years. We’ve been long overdue for a correction and it looks like we are getting one. Our more conservative strategies have been positioned for this move. Some of our more aggressive...
Making Life Less Taxing
Making Life Less Taxing with David Featherston, CPA: Year-End Deadline for Roth IRA Conversion… Read All About It! This is the time of year to contemplate funding an IRA for 2013. You have until April 15, 2014 to fund an IRA, but you may wonder which type of IRA -...
3 Things You Should Know About… GIVING THE GIFT OF EDUCATION (part 3)
Taking the Fear out of Finance with Laura Redfern, CFP®: 3 Things You Should Know About… GIVING THE GIFT OF EDUCATION College savings strategies can be complex, and should be customized to your particular situation. I hear a lot of questions about making...
3 Things You Should Know About… GIVING THE GIFT OF EDUCATION (part 2)
During this magical time of year, I hear a lot of questions about making educational gifts. So I’m breaking up my “3 Things You Should Know About…” blog into 3 parts to address the 3 Most Common Savings Gifts. Wednesday’s post, Part 1 addressed government savings...
