Business Owner Planning Archives

2025 Year in Review: A Historic Market Year for Investors

K. Brad Tedrick, CFA®, CFP® 2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April's tariff announcements, ongoing developments…

3 Tax Planning Opportunities Before December 31

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investment Planning, Retirement Income Planning, Tax Planning

K. Brad Tedrick, CFA®, CFP® As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round activity, many calendar deadlines for…

Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty

Blog, Business Owner Planning, Financial Planning, Investing, Investment Planning, Markets, Risk Management

K. Brad Tedrick, CFA®, CFP® In November, markets experienced a brief period of volatility that affected many asset classes. While major indices have delivered strong year-to-date returns across stocks, bonds, and international investments,…

Perspectives on the Gold Rally and Dollar Debasement

Blog, Business Owner Planning, Financial Planning, Investing, Investment Planning, Markets, Risk Management

K. Brad Tedrick, CFA®, CFP® As many asset classes have reached new peaks, gold has also climbed over 60% this year to above $4,300 per ounce. This rally has captured headlines and prompted many investors to wonder if it is different from…

Retirement Planning: Social Security COLA and Portfolio Considerations

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Retirement Income Planning

K. Brad Tedrick, CFA®, CFP® For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been compounded by inflation over the past several…

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines - such as the tariff-driven sell-off - can be uncomfortable, they also create opportunities…

Special Update: What the Fed Rate Cut Means for Long-Term Investors

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management

K. Brad Tedrick, CFA®, CFP® The famous investing principle "don't fight the Fed" was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve's monetary policy decisions can have important effects…

Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks.…

What the “One Big Beautiful Bill” Means for Investors

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

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…

2025 Year in Review: A Historic Market Year for Investors

3 Tax Planning Opportunities Before December 31

Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty

Perspectives on the Gold Rally and Dollar Debasement

Retirement Planning: Social Security COLA and Portfolio Considerations

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

Special Update: What the Fed Rate Cut Means for Long-Term Investors

Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth

What the “One Big Beautiful Bill” Means for Investors

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