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MARKET COMMENTARY
Read monthly updates on economic events and market trends
Ryan Redfern
Chartered Market Technician® (CMT®)
Chartered Financial Consultant® (ChFC®)
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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®
INVESTMENT RESEARCH
Learn more about active management from the author of “Why Bad Things Happen to Good investments”
Will Hepburn
Vice President of Investment Research
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Discover how your values influence your financial behavior
Phil Lebkuecher
Behavioral Financial Advisor (BFA)
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Practical insights to help families build, protect, and grow lifelong financial resilience
Heather D. Johnson
Investment Advisor Representative
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Blog
June 2025 Market Commentary
Much like in May, we saw the market hit a peak right at the midpoint of the month and then drift lower for a bit. But this time, it looks like the US Large Cap indexes are trying to continue their move higher. Seasonality also suggests that July tends to be a positive...
Money Mindset Part 2: Building Money Confidence & Self-Worth
Did you know that only 19% of women feel ‘very confident’ making financial decisions? (according to a recent survey). Do YOU feel very confident making financial decisions? Honestly, I don’t think ANYONE does; there are too many variables out there. BUT, there are...
Adapting to Changing Markets®
I’ve accomplished a few things in my 4 decades helping clients manage their money. I led a national trade organization for active money managers, managed mutual funds twice, created a market indicator that is used each week by 20,000 portfolio managers, newsletter...
Financial Planning for Aging Parents: Open Communication and Collaboration
When it comes to supporting aging parents, one of the most impactful things we can do is foster open communication and collaboration around finances. These conversations aren’t always easy—but they are essential. Whether you’re already navigating this journey or just...
