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
What Happens When Someone Dies? Misconceptions Regarding Estate Planning
What happens when someone dies? This question has come up recently, and it’s an important one. On the one hand, there are important options you may have if you become an inheritor or an executor for the estate of a loved one. On the other hand, there are...
March 2017 Market Commentary
Market Commentary - March 2017 So far, March 1st was the date of the stock market peak this year. We went from a market which seemed unstoppable, to a market quickly running out of steam. Generally, we believe a pause in a run-up is healthy, and allows for...
Time to Fund Your IRA
The Deadline is Fast Approaching! Time to Fund Your IRA Your mind may be preoccupied with gathering last year’s financial information in order to file your tax return, but don’t let this window slip by you… the window of opportunity to impact your future retirement....
Market Commentary February 2017
February 2017 Market Commentary Wow, what a start to the year! So far, 2017 has been the polar-opposite of the first quarter of 2016. We can only hope that it doesn’t reverse course anytime soon. As we’ve said previously, we’re more aggressively positioned than we...
“Love and Money”
With Valentine’s Day behind us, and the temptations of “Spring Fever” ahead, it’s an appropriate time to think about the topic of relationships and finance. An interesting study conducted by TD Bank in 2015 reveals these money stats: Among respondents who said...
Market Commentary January 2017
Happy New Year everyone! So far this year's market tone has been much more positive and up-beat than we had been expecting. The Dow Jones Industrial Average crossed above 20,000 for the first time ever. The S&P 500 and the NASDAQ are also looking...
Market Commentary January 2017
New Year “Reality Check”
New Year “Reality Check” – What’s on your balance sheet? You’re one month into 2017 now. Way to go! How are you doing? Do you know? There’s an old saying that “you get what you measure.” Dan Ariely, in an article from the The Harvard Business Review, is even more...
Market Commentary December 2016
Looking back on 2016, this has been one heck-of-a year! We started out the year with the S&P 500 dropping 10.5% before getting back to even at the end of March. From there, that same index at its best was just under 7% positive. It seems to us like...
Market Commentary October 2016
“The Seinfeld recovery continues…this has been a recovery marked by nothing: No great spikes in job growth, investment or productivity.” -The Dividend Advisor, Oct 2016 "We’ve been beating on the “market is overvalued” drum for quite some time now. We find it...
Retirement Readiness 3
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 path...
Retirement Readiness 2
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 path to retirement...
