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
September 2023 Market Commentary
Seasonality strikes again! It should be no surprise that September has been a weak month across most of the stock market, as historically it has the highest probability of any month to see losses. And this year is no different. However, what this does do is set up...
5 Smart Money Moves in Retirement
When you retire, life changes – sometimes in joyful ways, and sometimes in unexpected ways. You can take some of the sting out of the “unexpected” ways by making some smart adjustments during your first year of retirement. Here are the Top Five smart moves we have...
Economic Trouble Brewing in China
The economy today in China has many similarities to what happened some years back in Japan. After WWII, Japan’s manufacturing methods were more modern and proving superior to the US in many ways. Japan was so successful that they were buying up iconic properties...
ABCs of Successful Investing
As the kids go back to school and we realize that 2024 will be upon us in about 90 days, it is a good time to review the ABCs of successful investing. A – Adjust Your Expectations It’s important to accept the reality that all financial markets have selloffs. These...
August 2023 Market Commentary
As August began, it wasn’t much of a surprise to see the market start to pull back a bit from its over-stretched and over-bought conditions. The stock market can only run up (or down) like that for so long before it needs to take a break. It often reverts back to an...
3 Myths About Roth IRAs – Busted!
You may have heard that you make too much money to save into a Roth IRA. You may have heard that Roth IRAs are only appropriate for young people early in their careers. You may have heard that you should only invest in a Roth IRA if you think your tax bracket will...
Predicting a Bear Market
I don’t normally make or even follow predictions because doing so anchors one’s mind to that expectation. If the stock market goes in a different direction than what was predicted, there can be a strong psychological pull on me to make wrong decisions. With that...
The Virtue of Slowing Down
Time is an interesting dimension. While time is a fixed measurement, our perception of time can vary greatly depending on what we are doing and/or feeling. It has been said that the longest eight seconds in life is riding a bull. I believe that’s a true statement...
July 2023 Market Commentary
I think this year’s stock market seasonality got the June/July results backwards. Little was expected in June, but the month turned out well. July is usually expected to be a good month, but has been underwhelming. At least, not as positive as we were expecting. ...
3 Things to Think About Before You Retire
It dawned on me the other day that I have worked with hundreds of retirees now. I have been honored to witness and learn from many successful and unsuccessful retirement transitions. And naturally I look for patterns in what contributes to the success or failure of...
Should You Worry About Artificial Intelligence?
These days, everyone seems to be either excited about Artificial Intelligence or worried about it, and some of us are both. So, I wanted to see if I could clear up a few things about this thing that most folks just call “AI.” AI is really nothing new. It has been...
The Advantages of Low Expectations
We all want desirable outcomes – those outcomes that bring us happiness, peace, and prosperity. Because we desire such outcomes, we may go into situations having high expectations. But it may be more beneficial to temper our expectations if we want to experience...
