
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…

What Bond Volatility and the Battle Over Fed Policy Mean for Investors
Blog, Investment Planning, Risk ManagementK. Brad Tedrick, CFA®, CFP®
Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven by tariffs and a dispute between the White House and the Fed, have pushed interest rates and bond…

The Bigger Picture on U.S. and China Tensions
Blog, Investment Planning, Risk ManagementK. Brad Tedrick, CFA®, CFP®
Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases. For the moment, the U.S. has raised tariffs on Chinese goods…

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…

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…

