by Ryan Redfern | Jul 26, 2024 | Market Commentary
The second half of 2024 started off well enough for most global stock markets. That is, until we hit mid-month, and what had been the clear leaders so far this year became the weakest parts of the market. Technology and Communication sectors had been exceptionally...
by Laura Redfern | Jul 26, 2024 | Personal Finance
Life insurance can be pretty confusing. As a financial planner, I often get asked about it. Probably the most common question I hear is: in my case, should I even have life insurance? It’s a good question. You are probably familiar with the prevalent ads showing...
by William Hepburn | Jul 26, 2024 | Miscellaneous
The Great American Investment Creed of “buy low and sell high” sounds so simple, but it must be very hard to do on a consistent basis, or we would all be a lot richer. To buy a stock like Amazon early on and get rich is the American dream. But it is not very...
by Phil Lebkuecher | Jul 26, 2024 | Behavioral Finance
I am so grateful to live in a free nation. I am so grateful for the freedom and right to pursue happiness, as established in the Declaration of Independence. Thanks be to many unselfish individuals that sacrificed much, even their own lives, so we can enjoy these...
by Ryan Redfern | Jun 28, 2024 | Market Commentary
We are just about at the halfway point of 2024, and so far, there is a surprisingly large rift between what is working and what is not. It should be of no surprise that any index that has included Nvidia (NVDA) stock has done well this year. And if not, then not so...
by Laura Redfern | Jun 28, 2024 | Personal Finance
According to a GOBankingRates survey, 41% of respondents said their #1 financial goal is to pay off debt this summer. That’s great! But can you prioritize debt while still enjoying your summer? The answer is, YES! Paying off debt doesn’t mean you have to...
by William Hepburn | Jun 28, 2024 | Miscellaneous
With the 4th of July coming up, I thought this would be a good time to pass along a great article from Stephen McBride of RiskHedge on the future of America. With all the media-generated worry and electioneering hype, it helps to keep our focus on what is real....
by Phil Lebkuecher | Jun 28, 2024 | Behavioral Finance
As summer comes upon us, many people take time off work to travel and spend time with family and loved ones. The summer provides many opportunities for us to make memories – memories that can last a lifetime and provide years of joy. But life is complex. We often...
by Ryan Redfern | May 31, 2024 | Market Commentary
While the market is looking good so far year-to-date, most of that “goodness” happened in January and February, and now the market has been sideways (hasn’t really made any progress) since mid-March. April gave us a classic 5% pullback in the S&P 500, and May...
by Laura Redfern | May 31, 2024 | Personal Finance
Did you know that June is traditionally the most popular month for weddings? May also makes the list, so I wanted to celebrate this season of love and commitment by dusting off a blog post from a few years ago. It’s still highly relevant and I still get asked this...
