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

3 Things You Should Know About… CREDIT CARDS

3 Things You Should Know About… CREDIT CARDS

Taking the Fear out of Finance with Laura Redfern, CFP®: I recently had a client tell me that the best financial advice she had ever received was to NEVER get into credit card debt.  Sure, we all know that carrying credit card debt isn’t smart.  Or...

Active Management vs Buy and Hope

Active Management vs Buy and Hope

Benefits of Active Management Active management keeps the math of losing from eating at your portfolio The reason the math of losing is so powerful is that if you begin with $1.00 and lose 50 percent (50 cents) you only have 50 cents left. To earn 50 cents on 50 cents...

Diversification: When More is Less

The idea that institutional investors are the biggest players in the market is nothing new, but a quote from the Wall Street Journal, recounted by Robert Folsom of Elliott Wave International really caught my eye. “Institutional investing is now largely the business of...

The Fatal Flaw in Most Financial Plans

The following is a letter I wrote to the Certified Financial Planners Board of Standards, the College For Financial Planning, and the Financial Planners Association in late 2002. Its message is as relevant today as it was then. To Whom This May Concern: I believe very...

The Math of Losing

It has been said that the three most important rules of investing are: Don’t lose your money! Don’t lose your money!Don’t lose your money The reason this is so important can be seen in the math of losing: Consider the investor who starts out with $1.00 and loses half...

Don’t Get Railroaded by Wall Street

Stock market investing isn’t always as easy as it seemed in the 1990s. Over 200 years of stock market history shows us that there have been seven generation-long bear markets that averaged 14 years in length, during which times money in the stock market generally lost...

The Edge Provided by Active Management

Whether we realize it or not, studies show that mass marketing has a tremendous impact on us, especially if we are investors. It seems that every week I hear a market expert touting the benefits of long-term passive investing. While returns from passive investing have...