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

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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?

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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

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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

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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…

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…

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…

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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