Markets 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…

Special Update: Iran and Long-Term Investing

Blog, Investing, Investment Planning, Markets, Risk Management

K. Brad Tedrick, CFA®, CFP® As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran's Supreme Leader is confirmed to have…

Jobs, Inflation, and Growth: Is the Economy Healthy?

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

K. Brad Tedrick, CFA®, CFP® The health of the economy is important to long-term investors because it drives their portfolios and their financial plans. Recent economic data points have sent mixed signals, leaving some investors unsure of…

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…

Special Update: Venezuela, Oil, and the Impact on Portfolios

Blog, Investing, Investment Planning, Markets, Risk Management

K. Brad Tedrick, CFA®, CFP® The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event. As has been widely reported, the U.S. military successfully conducted an operation…

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…

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,…

Monthly Market Update for October

Blog, Financial Planning, Investing, Investment Planning, Markets

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

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…

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

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

Special Update: Iran and Long-Term Investing

Jobs, Inflation, and Growth: Is the Economy Healthy?

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

Special Update: Venezuela, Oil, and the Impact on Portfolios

2025 Year in Review: A Historic Market Year for Investors

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

Monthly Market Update for October

Perspectives on the Gold Rally and Dollar Debasement

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