
Monthly Market Update for April 2025: Lessons After a Historic Month
Blog, Investment Planning, Markets, Risk ManagementK. Brad Tedrick, CFA®, CFP®
April was one of the most volatile months in history as markets reacted to new tariff announcements. However, even though the S&P 500 fell as much as 12% during the month, the index rebounded and closed…

Special Update: Reciprocal Tariffs and the Market Reaction
Blog, Financial Planning, Investment Planning, Markets, Risk ManagementK. Brad Tedrick, CFA®, CFP®
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top…

What the Fed’s Rate Pause Means for Long-Term Investors
Blog, Financial Planning, Investment Planning, Markets, Risk ManagementK. Brad Tedrick, CFA®, CFP®
Federal Reserve policy has been a key driver of markets over the past few years. It’s not surprising to investors that changes in policy direction have resulted in market swings, most notably in 2022 when…

Understanding Market Corrections and the Impact of Trade Policy
Blog, Financial Planning, Investment Planning, Markets, Risk ManagementK. Brad Tedrick, CFA®, CFP®
The financial markets have entered correction territory as trade policy concerns create turbulence, particularly affecting technology shares. The recurring nature of these market swings may leave investors feeling…

