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

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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,…

Monthly Market Update for October

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K. Brad Tedrick, CFA®, CFP® The stock market continued its strong performance in October despite uncertainty from a government shutdown and renewed trade tensions with China early in the month. Many major indices reached new all-time highs…

Perspectives on the Gold Rally and Dollar Debasement

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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

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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

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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…

Understanding Fed Rate Cuts: A Guide for Long-Term Investors

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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…

How to Navigate Fears of a Market Bubble

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K. Brad Tedrick, CFA®, CFP® As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking "are we in a bubble?" This is as much about investor psychology as it is about market conditions. While…

How the Great Wealth Transfer Creates Financial Planning Opportunities

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K. Brad Tedrick, CFA®, CFP® “Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This statement by former United States Surgeon General C. Everett Koop underscores what for many is…

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

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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…

The Role of Dividends as the Fed Cuts Rates

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K. Brad Tedrick, CFA®, CFP® The late Jack Bogle observed that "successful investing is about owning businesses and reaping the huge rewards provided by the dividends and earnings growth of our nation's—and, for that matter, the world's—corporations."…

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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