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

Market Commentary September 2016

September 2016 Market Commentary Until mid-September this year, the market has generally shrugged off (or outright ignored) bad news and kept inching its way higher.  But then came the unexpected Fed talk earlier this month.  We saw a sudden spike in...

Why Bad Things Happen to Good Investments

Long-Term Investing Made Simple The one thing that an investor can count on is that things are going to change. All things, investments and investment styles, cycle up and down. We just don’t know exactly when cycles will change, but they will. Even buy and hold...

12 Steps Toward Economic Security

1. We are only powerless over the financial markets and the economy if we ignore them. 2. Believe it: People who are financially successful share certain traits. 3. Make a decision to be disciplined in your financial matters. 4. Do a personal financial inventory. 5....

Retirement Readiness 1

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...

Market Commentary August 2016

Market Commentary August 2016

In the last several years, we’ve observed that the summer months tend to go nowhere relative to the rest of the year.  Then, near the end of summer, a break-out occurs.  This change is often to the down-side and tends to happen quickly.  Knowing this...

Market Commentary July 2016

Market Commentary July 2016

Brexit, like it never even happened (at least in the markets). After an impressive two-day sell-off resulting from the decision of the UK to leave the European Union, the S&P 500 quickly rebounded and recovered the losses just nine days later (cnbc.com data)....

Market Commentary June 2016

Market Commentary June 2016

Much to the surprise of the markets, the UK decided to leave the European Union in a historic vote last night. According to CNBC, most of the odds-makers were assuming the UK would remain, so this surprise has caused major volatility in the markets this morning. We...

Market Commentary May 2016

Market Commentary May 2016

  The first full quarter of 2016 displayed a lot of drama with surprisingly little result.  The S&P 500 spent the majority of the time underwater, only coming up for air the last few days of March.  The Index ended the quarter up by +1.35% but was...

Market Commentary April 2016

Market Commentary April 2016

The first full quarter of 2016 displayed a lot of drama with surprisingly little result. The S&P 500 spent the majority of the time underwater, only coming up for air the last few days of March. The Index ended the quarter up by +1.35% but was down as much as...

Market Commentary April 2016

Market Commentary April 2016

The first full quarter of 2016 displayed a lot of drama with surprisingly little result.  The S&P 500 spent the majority of the time underwater, only coming up for air the last few days of March.  The Index ended the quarter up by +1.35% but was down as...

“Last Call” for 2015 IRA Contributions!

“Last Call” for 2015 IRA Contributions!

Did you know that you can still make a contribution to your Traditional or Roth IRA for the 2015 tax year? You have up until the filing deadline (April 17th this year) to do so. Depending on your age and income, the maximum contribution for IRA’s is $5,500 (under age...

Market Commentary March 2016

Market Commentary March 2016

Welcome to Spring: the earth is greening up, Daylight Savings time has resumed, and the markets appear to be on the rebound.  None of this is unexpected at this point.  However, there are still significant headwinds.  And while we’ve had a nice bounce...