MARKET COMMENTARY

Read monthly updates on economic events and market trends

Ryan Redfern

Chartered Financial Consultant

INVESTMENT RESEARCH

Learn more about active management form the author of “Why Bad Things Happen to Good investments”

William T. Hepburn

MARKET COMMENTARY

Read monthly updates on economic events and market trends

R. Phil Lebkuecher

Behavioral Financial | Advisor (BFA)

MARKET COMMENTARY

Read monthly updates on economic events and market trends

Laura F. Redfern

CERTIFIED FINANCIAL PLANER™ (CFP®) Proffesional

Certified Financial Tansitionist®

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March 2020 Market Commentary

March 2020 Market Commentary

Market jitters in February turned into all-out panic in March, the likes of which we rarely see.  The S&P 5001 had a draw-down of -33.7% from February 19th to March 23rd before finally starting a rebound on Monday this week (Source:  FastTrack). ...

Special Bulletin: What We’re Doing Now

Special Bulletin: What We’re Doing Now

Along with you and investors all over the world, we have been watching the COVID-19 situation as it evolves, as well as other economic factors that may affect your financial future.  Each passing day brings new developments, but our top priority remains helping...

February 2020 Market Commentary

February 2020 Market Commentary

So much for that good start we were off to this year.  After weeks and weeks of ignoring the news of the coronavirus, apparently, a week ago someone decided it was time to sell.  And sell they did!  As of today, the last day of February, the S&P...

Financial Risk Today

Financial Risk Today

Charles Dickens wrote in his book The Tale of Two Cities, “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness.” That phrase comes to mind as I read the news.  Today, the average person enjoys healthcare,...