
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 PlanningK. 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…

The Importance of Offense and Defense in Challenging Markets
Blog, Financial Planning, Investment Planning, News, Risk ManagementK. Brad Tedrick, CFA®, CFP®
Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds…

