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
April 2023 Market Commentary
Our expectations for April were higher than what reality gave us. Just as I was writing last month’s market commentary, things were starting to look up. Sector strength was improving. Money flow was turning positive. And seasonality factors suggested a reasonable...
3 Things You Should Know About Social Security
Regardless of your opinion of our Social Security program, you can’t deny that it is an important source of income for many people in the United States. In fact, the Social Security Administration reports that in 2019, 69.1 million people received benefits from...
Is a Government Shutdown Imminent?
A debate is brewing in Congress about whether to approve President Biden's request to raise the $31.4 trillion debt ceiling. If not resolved, the issue could cause a shutdown of government services beginning as early as July. With this issue possibly dominating...
How Does Inflation Impact My Retirement?
Over the past 12 months, by far the most common question I’ve been asked is about inflation and its potential long-term effects on retirement plans. Ever since food prices started rising about 18 months ago, inflation has increased the cost of goods and services...
March 2023 Market Commentary
March is historically a strong month for the stock market. However, this year, it wasn’t until around the middle of the month that we saw most markets start to make gains. While those gains were focused on the Technology and NASDAQ space, the S&P 500 also showed...
Avoiding Retirement Regrets
I was recently asked what advice I would give to someone who found themselves unexpectedly unhappy with retirement. What would you say to someone with retirement regrets? It struck me as a very human question. Certified Financial Transitionists are trained to...
In This Market, Agility Is the Key
The new year gave the financial markets some nice upward momentum – until it didn’t. In January, enough stock market indicators were turning positive to have commentators suggesting the bear market was over, but that dynamic has turned around 180 degrees. The late...
Boring Habits of Wealthy People That Make and Keep Them Wealthy
Record Keeping. Successful people tend to be organized. It’s an even easier task now than it used to be, due to electronic files, online accounts and computer storage rather than the old school manilla folders. But whatever method you use to keep track of your...
February 2023 Market Commentary
After a solid start to the year and positive results in the stock and bond markets in January, February hasn’t fared as well. Both the S&P 500 and the NASDAQ 100 peaked on February 2nd and have been making a slow and wandering move downwards ever since. In fact,...
3 Considerations for Savings Accounts
If you are saving for a rainy day (or a sunny one, for that matter), good for you! You can boost your savings power by being aware of a few simple tips: #1 - Shop savings rates – especially now! A few years ago, one savings account didn’t earn much more than...
Today’s Big Questions
Over the past few months, I have fielded questions from clients on a wide variety of worries. I have recounted some of those questions and made some brief comments, below. At the end of this article, I will conclude with how Shadowridge deals with big hairy issues...
Thoughts and Observations for Your Career and Life
If someone offers you a free horse, cattle, donkey, mule, or goat; it’s probably best to pass unless you like repairing fences, gates and barns while trying not to get kicked, bit or hooked. The same general principal applies to anything mechanical, especially...
