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
November 2022 Market Commentary
The stock market environment might really be improving this time, but there are still a few barriers that need to be overcome. Even the bond market is acting better than it has all year. Since bottoming in early October, the major US stock...
Receiving an Inheritance
I observed to a friend that this year, I have seen more money change hands via inheritance than I ever have before in my career. Navigating the death of a loved one – whether it be a parent, a spouse, a cousin, a friend – can be tricky. Not only does money...
Are We in For a Lost Decade?
A frequent topic in the financial news recently has been the concept of a Lost Decade. The term first came into use in the 1990s after Japan’s Nikkei Index dropped over fifty percent and took 16 years to regain the 1990 level. (Source: Investopedia) My term for these...
Year-End Financial Checklist
This checklist should provide some actions that apply to your unique situation. It will, hopefully, help you minimize your taxes or avoid penalties. It may also help your estate planning and charitable giving. In difficult years like 2022, there can be...
October 2022 Market Commentary
The major US stock indexes appear to be finding some stability, even if it is just in the short term. For context: as of October 26th, the S&P 500 is down -18.65% year to date, after being down -24.50% at its low point on October 12th. The NASDAQ100 is...
The 3 C’s to a Successful Retirement
Many retirees I work with find an unexpected challenge post-paycheck: how to structure their new calendar. When you retire (or, as a friend of mine likes to say it, when you “shift into a work optional lifestyle”), your daily routine changes. Depending on what...
Snakes
With the turbulent financial markets this year, I am often asked, “How are you doing with the market being so bad?” I usually reply something along the lines of, “Pretty well. At Shadowridge, we expected bear markets in both stocks and bonds and had plans...
What Insurance Companies and Casinos Have in Common
Casinos and insurance companies have more in common than you might think. Casinos know the odds and probabilities of every game. They know the odds are in favor of the casinos, not the people placing bets. So, casinos spend a lot of time...
September 2022 Market Commentary
A historically weak week in the S&P500 was again historically weak. It wasn’t much of a surprise to see the major stock markets in both the US and globally have a tough time in September. Last month we suggested the positive movement in July was likely...
Scams to Look Out For – Don’t Be a Victim!!
With the explosion of online commerce during and after the pandemic, online scams have also seen a meteoric rise in popularity, unfortunately. Some of them are old-school which you may be familiar with, and smart enough to avoid. But some of the newer...
Just How Bad Are Things?
We all have heard someone complain about how bad things are these days, or how afraid they are about what the kids growing up today will have to deal with, or that the future looks bleaker each year, or, or, or. World-weariness affects almost all of us at...
Buying The “Right” Life Insurance
I believe that almost all financial, investment or insurance offerings can help a specific need. For example, a reverse mortgage can be a viable option in the right situation for someone. But it’s not the right solution for everyone. Also, sometimes...
