Risk Management Archives - Page 2 of 3

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,…

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…

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…

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

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…

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.…

How Reliable is Government Data? Creating a Balanced Economic Picture

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

K. Brad Tedrick, CFA®, CFP® For investors trying to understand the economy, recent reports have provided mixed signals, even leading President Trump to fire the Bureau of Labor Statistics commissioner. The latest jobs numbers showed weakness…

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…

What Debt, Deficits, and the Moody’s Downgrade Mean for Investors

Blog, Investing, Investment Planning, Markets, Risk Management

K. Brad Tedrick, CFA®, CFP® Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status. Following Fitch's downgrade in 2023 and Standard & Poor's move in 2011, Moody's decision to…

Planning for Rising Health Care Costs and the Role of HSAs

Blog, Investment Planning, Risk Management

K. Brad Tedrick, CFA®, CFP® The cost of health care continues to climb with no signs of slowing down, making it one of the most significant expenses in retirement. A 65-year-old retiring today could spend approximately $165,000 on health…

Special Update: What U.S.-China Trade Progress Means for Investors

Blog, Investing, Investment Planning, Markets, Risk Management

K. Brad Tedrick, CFA®, CFP® The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement, which lasts 90 days, lowers U.S. tariff rates on China…

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

Perspectives on the Gold Rally and Dollar Debasement

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

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

How Reliable is Government Data? Creating a Balanced Economic Picture

What the “One Big Beautiful Bill” Means for Investors

What Debt, Deficits, and the Moody’s Downgrade Mean for Investors

Planning for Rising Health Care Costs and the Role of HSAs

Special Update: What U.S.-China Trade Progress Means for Investors

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