Bitcoin, Copper, Gold, and Silver: A Portfolio Perspective

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K. Brad Tedrick, CFA®, CFP® One of the biggest challenges for investors is balancing long-term goals with short-term market moves. This is just as true when financial markets are rallying as when they are struggling. New developments in…

What the “One Big Beautiful Bill” Means for Investors

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K. Brad Tedrick, CFA®, CFP® After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts…

Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs

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K. Brad Tedrick, CFA®, CFP® The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House's tariff announcements in April to escalating tensions between Israel…

How a Weakening Dollar Affects Long-Term Investors

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K. Brad Tedrick, CFA®, CFP® For many Americans, the status of the U.S. dollar reflects the country’s position in the world. However, the dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket…

Estate Planning: Important Considerations Amid Political Uncertainty

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K. Brad Tedrick, CFA®, CFP® After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where estate planning comes in. While many investors…

Monthly Market Update for May 2025: A Positive Month Despite U.S. Debt Downgrade

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K. Brad Tedrick, CFA®, CFP® Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements, mixed economic signals, and ongoing concerns…

What Debt, Deficits, and the Moody’s Downgrade Mean for Investors

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K. Brad Tedrick, CFA®, CFP® Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status. Following Fitch's downgrade in 2023 and Standard & Poor's move in 2011, Moody's decision to…

Planning for Rising Health Care Costs and the Role of HSAs

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K. Brad Tedrick, CFA®, CFP® The cost of health care continues to climb with no signs of slowing down, making it one of the most significant expenses in retirement. A 65-year-old retiring today could spend approximately $165,000 on health…

Special Update: What U.S.-China Trade Progress Means for Investors

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K. Brad Tedrick, CFA®, CFP® The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement, which lasts 90 days, lowers U.S. tariff rates on China…

Lessons from Warren Buffett for Today’s Market

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K. Brad Tedrick, CFA®, CFP® A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has captured this wisdom as eloquently as Warren Buffett…

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Investment advice offered through Integrated Partners, doing business as RetirementDNA. Please note the other companies referenced on this website are separate entities from RetirementDNA and Integrated Partners and are not authorized to provide, and do not provide investment advisory services.

© RetirementDNA 2025

Investment advice offered through Integrated Partners, doing business as RetirementDNA. Please note the other companies referenced on this website are separate entities from RetirementDNA and Integrated Partners and are not authorized to provide, and do not provide investment advisory services.

© RetirementDNA 2025