Retirement Income Planning Archives - Page 2 of 2

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…

Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs

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

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…

Understanding Consumer Debt in a Two-Speed Economy

Blog, Investment Planning, Retirement Income Planning

K. Brad Tedrick, CFA®, CFP® The financial health of consumers is an important indicator of the broader economy. Consumer spending represents about 70% of all spending across the economy, and steady purchases are one reason…

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

Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs

Understanding Consumer Debt in a Two-Speed Economy

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