Financial Planning Archives - Page 3 of 4

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.…

Fed Rate Cuts: What Is the Bond Market Signaling to Investors?

Blog, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning

K. Brad Tedrick, CFA®, CFP® Fed Chair Jerome Powell's recent speech at the Fed's annual Jackson Hole conference, which has been covered extensively in the media, reinforced that an interest rate cut in September is likely. Powell emphasized…

How Investors Can Keep Up with Inflation

Blog, Financial Planning, Investing, Investment Planning, Markets

K. Brad Tedrick, CFA®, CFP® When it comes to natural disasters, it's important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the other is slow and gradual, both require careful planning…

How Reliable is Government Data? Creating a Balanced Economic Picture

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

K. Brad Tedrick, CFA®, CFP® For investors trying to understand the economy, recent reports have provided mixed signals, even leading President Trump to fire the Bureau of Labor Statistics commissioner. The latest jobs numbers showed weakness…

The Role of Social Security in Financial Planning

Blog, Financial Planning, Investment Planning, Retirement Income Planning

K. Brad Tedrick, CFA®, CFP® Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about whether Americans will be able to rely…

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…

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

Blog, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning

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…

Lessons from Warren Buffett for Today’s Market

Blog, Financial Planning, Investing, Investment Planning

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…

College Planning: Key Financial Considerations

Blog, Financial Planning

K. Brad Tedrick, CFA®, CFP® Benjamin Franklin once said that “an investment in knowledge pays the best interest.” As many high school seniors prepare to make their final college decisions, families face one of the most significant financial…