by Ryan Redfern | Mar 27, 2026 | Market Commentary
As of last month’s writing, the market was mostly just grinding sideways and not doing much. But as March began, so did a conflict in Iran. That wasn’t a catalyst we had considered to bring a more volatile market, but here we are. That being said, the US...
by Ryan Redfern | Feb 27, 2026 | Market Commentary
So far, the broad markets are off to a “meh” start to the year with the S&P 500 index sitting very close to where it started in January. And while the big tech names that drove most of the upside we’ve seen over the past few years are getting hit the hardest, some...
by Ryan Redfern | Jan 30, 2026 | Market Commentary
Heading into the new year, and the 2nd year of the 4-year presidential cycle, I would have expected to see a little more volatility, especially towards the end of the month. But so far, it’s been relatively calm. The S&P 500 had a mid-month pullback of about -2.5%...
by Ryan Redfern | Dec 26, 2025 | Market Commentary
As we close out 2025, it’s hard not to notice how different the end of the year looks compared to how it began. The first few months were volatile by any standard. At one point, the S&P 500 experienced a nearly -20% drawdown, while both the Small Cap Index and...
by Ryan Redfern | Nov 28, 2025 | Market Commentary
Ok, NOW we get the pullback that was expected in the September/October period. It already looks like the wave of fear has passed and we got a common 5%-ish pullback (I’m showing -5.07% on the SPY ETF). Textbook typical, nothing out of the ordinary. We still are in...
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...
