Estate Planning Archives - Retirement DNA

Special Update: How $100 Oil and the Middle East Conflict Affect Investors

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

K. Brad Tedrick, CFA®, CFP® The ongoing conflict in Iran and the effective closure of the Strait of Hormuz have pushed oil prices sharply higher. Both Brent crude and WTI have jumped from around $70 per barrel to around $100 in just a few…

Monthly Market Update for February: Supreme Court Tariff Ruling, AI, and Iran

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

K. Brad Tedrick, CFA®, CFP® February is a reminder to investors that markets never move in a straight line. After January's positive momentum carried major indices to new all-time highs, the mood shifted due to a landmark Supreme Court…

Supreme Court Tariff Ruling: Key Takeaways for Investors

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

K. Brad Tedrick, CFA®, CFP® After nearly a year of trade policy uncertainty, the Supreme Court's ruling that recent tariffs are unconstitutional has reset the policy landscape. Yet, as is often the case in Washington, when one chapter closes,…

How Equity Compensation Fits into Your Financial Plan

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

K. Brad Tedrick, CFA®, CFP® For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers. Whether through restricted stock units (RSUs), stock options, or…

Managing New Tax Changes to Optimize Your Financial Plan

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

K. Brad Tedrick, CFA®, CFP® As former Senator Max Baucus once observed, "tax complexity itself is a kind of tax." While this is the case every year, this is especially true in 2026 as many significant tax policy changes create new tax and…

Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals

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 start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were several periods of volatility driven by geopolitics…

2025 Year in Review: A Historic Market Year for Investors

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

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…

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: How $100 Oil and the Middle East Conflict Affect Investors

Monthly Market Update for February: Supreme Court Tariff Ruling, AI, and Iran

Supreme Court Tariff Ruling: Key Takeaways for Investors

How Equity Compensation Fits into Your Financial Plan

Managing New Tax Changes to Optimize Your Financial Plan

Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals

2025 Year in Review: A Historic Market Year for Investors

3 Tax Planning Opportunities Before December 31

Retirement Planning: Social Security COLA and Portfolio Considerations

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

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