by Ryan Redfern | Oct 31, 2025 | Market Commentary
While October hasn’t been as “scary” as it could have been, the S&P 500 did manage a very quick -2.98% drawdown in two days (Oct 9th & 10th). But this pullback gave us an opportunity to add stock market exposure in a couple of models where we were looking to...
by Ryan Redfern | Sep 26, 2025 | Market Commentary
Contrary to market norms and general expectations, September has been surprisingly quiet, with no signs of market volatility. As of this writing (9/24/25), we’re halfway through what is typically the worst week of the entire year, but we’re only seeing very mild...
by Ryan Redfern | Aug 29, 2025 | Market Commentary
We were expecting volatility to pick up in August, but that hasn’t really happened. After a quick drop at the end of July, most broad indexes marched higher – at least until the middle of the month. After that, I think the market took a vacation and largely went...
by Ryan Redfern | Jul 25, 2025 | Market Commentary
This slow grind higher continues! July tends to be a strong month for the US Indexes according to seasonality, and it did grind higher, just not very quickly. But looking at seasonality, August is where things could get interesting. Or at the very least, more...
by Ryan Redfern | Jun 27, 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...
by Ryan Redfern | May 30, 2025 | Market Commentary
The first half of May felt like a solid continuation of the rally that started in the 2nd half of April (after the messy, tariff-driven market madness). However, since mid-May several US market indexes are slightly negative. So the rally is starting to show...
