Retirement Income Planning Archives

2025 Year in Review: A Historic Market Year for Investors

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…

3 Tax Planning Opportunities Before December 31

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investment Planning, Retirement Income Planning, Tax Planning

K. Brad Tedrick, CFA®, CFP® As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round activity, many calendar deadlines for…

Retirement Planning: Social Security COLA and Portfolio Considerations

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Retirement Income Planning

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

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

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

Blog, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning

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…

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

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management

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

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 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?

Blog, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning

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…

The Role of Social Security in Financial Planning

Blog, Financial Planning, Investment Planning, Retirement Income Planning

K. Brad Tedrick, CFA®, CFP® Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about whether Americans will be able to rely…

What the “One Big Beautiful Bill” Means for Investors

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

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…

2025 Year in Review: A Historic Market Year for Investors

3 Tax Planning Opportunities Before December 31

Retirement Planning: Social Security COLA and Portfolio Considerations

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

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

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

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

Fed Rate Cuts: What Is the Bond Market Signaling to Investors?

The Role of Social Security in Financial Planning

What the “One Big Beautiful Bill” Means for Investors

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