Resources
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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January 2022 Market Commentary
Well, that got ugly fast. The S&P 5001 is now in range to achieve the largest loss in January going back to 1928 (reuters.com). The previous January with the largest loss was in 2009 when the market started its last leg down of the 2008 recession...
What the Boogeyman Looks Like
The most frequent question I get from clients is what will happen to my investments if ____ happens? (Insert your fear of choice) I remember getting into the finance business back in the 1980s when the Iran/Contra scandal caused a constitutional crisis resulting...
That Would Have Been Nice to Know Sooner
I went in for the pre-op meeting for my hip replacement when I was told that my health insurance had denied coverage and I was responsible for the $34,000 procedure. After a call to the insurance company (and having to “upgrade” my policy), the company agreed to cover...
What To Do When Life Throws You a Curveball (as expressed by refrigerator magnets)
“When something goes wrong in your life, just yell “PLOT TWIST!” and move on.” I saw this on a refrigerator magnet recently and thought it was a great way to view change in one’s life: with a combination of humor and grit. However, it’s not always that easy....
