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
January 2023 Market Commentary
Happy New Year! Since I was born in the year of the Rabbit, I’m excited about what is possible. And since the Rabbit is a symbol of peace and prosperity, I like what that means for 2023. After a slow start to January, the stock market seems to share my optimism for...
What Do Financial Advisor Designations Mean?
It may surprise you to learn that terms like “financial advisor,” “financial consultant,” and “wealth manager” are generic job titles. They aren’t regulated terms and don’t actually mean very much as far as credentials or education or skill. Anyone can call...
Changes Coming in Inflation Reporting
The Fed’s Bureau of Labor Statistics (BLS) recently announced changes to the way the Consumer Price Index (CPI) measures inflation. The Fed’s February 12th announcement will include these newest changes. The government constantly fiddles with the CPI calculations,...
The Red File
I’m of the age now that when the phone rings in the middle of the night, it’s normally not an invitation to join a great party. In fact, when it has occurred, I’m grateful for when it’s a wrong number or something funny. But like some of you reading this, I’ve...
December 2022 Market Commentary
It’s “Santa Clause Rally” time and Santa is nowhere in sight! Historically, the last 5 trading days of December and the first two trading days of January are when that “rally” is supposed to happen. But this year, it looks like we (the collective “we”) are...
3 Top Tax Tips You Can Do Now
No one has EVER told me they DON'T want to save money in taxes. Tax savings strategies are always a good idea to consider in your financial planning. Being tax aware is a big part of what good financial planning is all about! Another reason to consider a...
Seven Things Investors Can be Grateful for This Year
Often we commentators focus on problems facing investors. Instead, I’d like to point out seven things that our clients have to be grateful for this past year. 1. Cash is making a comeback. It has been a long time since cash accounts paid anything above diddly....
Possible Changes to Retirement Accounts for 2023
There has been a fair amount of press coverage over the past two weeks about potential changes to retirement accounts in 2023. All of this of course is subject to being passed by Congress and signed into law by the President, but a number of the changes...
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...
