Chris Reddick Financial Planning, LLC

Your 2026 Planning Roadmap: Markets & Tax Strategies -

Your 2026 Planning Roadmap: Markets & Tax Strategies As we close out 2025, it's a perfect time to reflect on what this year taught us about markets and, more importantly, what it means for your financial future. While headlines focused on various market developments, the real story lies in the fundamentals: building sustainable retirement income, opti...

Market Turbulence Meets Tax Transformation: Your December Planning Guide -

Market Turbulence Meets Tax Transformation: Your December Planning Guide November 2025 proved to be a pivotal month that challenged even the most optimistic market observers. While the month began with continued momentum from the artificial intelligence-driven rally that has characterized much of 2025, the final weeks brought significant volatility that has investors rea...

October 2025 Market Update: Fed Rate Cuts and Year-End Planning -

October 2025 Market Update: Fed Rate Cuts and Year-End Planning As we close out October 2025, investors find themselves navigating a complex landscape marked by impressive market gains, Federal Reserve rate cuts, and heightened volatility from tech earnings disappointments. Despite late-month turbulence, October maintained its historical reputation as a strong ...

October 2025 Market Update: Fed Rate Cuts and Year-End Planning -

October 2025 Market Update: Fed Rate Cuts and Year-End Planning As we turn the page into October, many investors are reflecting on what September brought to the markets and what may lie ahead for the final stretch of the year. September is often known as a challenging month for equities, yet this year we saw areas of resilience alongside important policy shifts....

August Gains, September Risks: What It Means for Your Financial Plan -

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Market Moves & Money Rules: July Recap and New Tax Law -

Market Moves & Money Rules: July Recap and New Tax Law I hope you’ve been enjoying the summer! Whether we’ve worked together before or you’re just getting to know my firm, this month’s newsletter covers what you need to know about the markets, the economy, and a major new tax law that could affect your bottom line—whether you’re working, ret...

Markets Hit Highs: What’s Next for July -

Markets Hit Highs: What’s Next for July June wrapped up with strong market performance and a growing sense of cautious optimism. Investors welcomed a broadening stock rally, cooling inflation, and signs that the Federal Reserve may be nearing the end of its rate-hiking cycle. As we move into July, key economic and policy developments coul...

Market Update & Planning Insights — May Recap & June Outlook -

Market Update & Planning Insights — May Recap & June Outlook The markets had a relatively calm but positive May. U.S. large-cap stocks, measured by the S&P 500, edged higher as investors processed mixed economic data, a resilient job market, and a Federal Reserve that continues its patient stance on interest rates. Technology stocks, in particular, showed str...

May Market Outlook: Why Staying Invested Still Wins -

May Market Outlook: Why Staying Invested Still Wins April saw mixed performance across financial markets. Inflation data remained elevated, but corporate earnings helped steady equities. Meanwhile, a sharp decline in oil prices raised concerns about the global demand outlook.

March 2025 Market Recap: A Tough Month for Investors -

March 2025 Market Recap: A Tough Month for Investors The S&P 500 fell 5.8% in March, making it the worst monthly performance since December 2022. The decline brought the first quarter total loss to 4.6%, snapping a multi-month rally and reminding investors that volatility is always part of the journey.

February 2025 Market Recap & March Outlook -

February 2025 Market Recap & March Outlook February was another eventful month for the markets, as investors navigated shifting economic data, Federal Reserve policy signals, and ongoing global developments. As we move into March, here’s what happened, what to watch for, and key financial planning reminders as tax season reaches its peak.

February Market Commentary A New Administration Gets Down to Business -

February Market Commentary A New Administration Gets Down to Business January seemed to go on forever, as the country faced extreme weather and devasting wildfires. The  new administration got underway with a lot of sound and fury, particularly around tariffs, which had been a highlight – or a wild card – of the campaign promises. This temporarily caused some mar...