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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