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
March 2022 Market Commentary
After an exceptionally rough start to 2022, the stock markets seem to be taking a short break from the ugliness we have continually seen until the past week. That’s a lot of negative days and very few positive ones so far this year. However, at the very...
How to Be a Genius
Napoleon's definition of a military genius was "the man who can do the average thing when all those around him are going crazy." It's the same in investing — especially as markets get wild, as they've been these past few months. It may be hard to tell from the...
Mortgage Payments vs Rent and Your Future
We are at all-time historic lows for interest rates which simply means borrowing money is less expensive than it’s ever been in US history. I believed that the 5.50% mortgage rate I got in 2003 on a 15-year note was going to be the lowest rate possible. ...
Last Call for 2021 IRA Contributions!
It’s that time of year – TAX TIME! That means time is running out to maximize your 2021 IRA contributions if you haven’t already. Wait, what? I can still make an IRA contribution for the 2021 tax year? Yep! It’s one of those weird and wonderful...
Financial Considerations When Changing Your Job
Recently, it’s been reported that over 4 million Americans have left their employers to either take a new position, retire, take care of someone, or simply leave the workforce. If you are one of these folks, or if you are considering leaving your current employer,...
February 2022 Market Commentary
When looking at possible issues the stock market could face in the first quarter of 2022, we never thought a Russian invasion of Ukraine would be on the list. As usual, the biggest factors are the ones we can’t yet see or even perceive. Interestingly,...
How to Save Money for Your Children
Starting a family is one of those key times in life to re-evaluate your saving and spending habits. As any parent will tell you, raising kids can be costly! A little planning can go a long way. So where do you start? Many parents think of...
The Canary in the Coal Mine
Many investors think of the stock markets as a giant cash register. Just put your shares in and take cash out. However, there is not an endless supply of cash in the markets. Someone must be on the other side of the cash register putting money in so you can take it...
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....
