Positive Enhancements for Retirement Savers
Section 109 of the SECURE Act 2.0 introduces significant enhancements.Â
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2Q 2024 Market Recap
The latest happenings.
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Grant Stiles, CIO
- Aug 7
- 12 min
The Markets (as of market close July 31, 2024)
Stocks closed mostly higher in July. Growth of the U.S. economy continued at a modest pace, despite the Fed's restrictive monetary policy.
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Grant Stiles, CIO
- Jul 9
- 13 min
Quarterly Market Review: April-June 2024
Wall Street got off to a slow start to 2Q of 2024. Stocks lagged for much of April, rebounded in May, and were choppy in June.
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Grant Stiles, CIO
- Jun 4
- 11 min
Market Month: May 2024
Stocks rebounded from a sour April, closing higher in May.
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Sara Stiles, MSFP, CFP®
- Aug 25, 2023
- 4 min
SECURE 2.0 Helps SmallEmployers Help Their Employees
The SECURE Act 2.0 enhances the tax credits associated with
adopting new retirement plans, beginning in 2023.
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Grant Stiles, CIO
- Jun 16, 2023
- 5 min
Transformative Tech: Will AI Upend the American Workforce?
As the race among tech companies to monetize AI picks up speed, it's worth considering how widespread adoption might affect workers.
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Sara Stiles, MSFP, CFP®
- Jun 1, 2023
- 4 min
New Clean Vehicle Tax Credit Guidance Issued
Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles.
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Grant Stiles, CIO
- Mar 24, 2023
- 4 min
Eye on the U.S. Banking Crisis: Should You Be Worried?
With the media focused on historical banks collapsing, you might be concerned about your own deposit accounts. Here's why you shouldn't be.
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Grant Stiles, CIO
- Jan 23, 2023
- 15 min
Annual Market Review 2022
The year 2022 may best be described by one word: inflation.
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Sara Stiles, MSFP, CFP®
- Jan 10, 2023
- 6 min
SECURE Act 2.0: Key Updates for Retirement Savers
Dubbed the SECURE 2.0 Act of 2022,the legislation is designed to improve the current and future state of retiree income in the United States
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Grant Stiles, CIO
- Oct 18, 2022
- 13 min
Quarterly Market Review:July-September 2022
The ramifications of stamping down rising inflation dominated the markets in the third quarter.
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Sara Stiles, MSFP, CFP®
- Jul 13, 2022
- 3 min
Now Might Be a Good Time for a Roth Conversion
A cost-benefit analysis could help determine whether it would be beneficial to pay taxes on some of your IRA assets now rather than later.
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Sara Stiles, MSFP, CFP®
- Apr 18, 2022
- 11 min
Quarterly Market Review: January-March 2022
Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation,...
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Grant Stiles, CIO
- Mar 31, 2022
- 5 min
What Do Rising Interest Rates Mean for Your Money?
On March 16, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate by 0.25% to a...
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Sara Stiles, MSFP, CFP®
- Jan 10, 2022
- 5 min
The Fed Pivots to Fight Inflation
On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy.
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Sara Stiles, MSFP, CFP®
- Dec 16, 2021
- 4 min
Retirement Plan Limits on the Rise in 2022
Many IRA and retirement plan limits are indexed for inflation each year. The IRS has updated the 2022 numbers.
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Sara Stiles, MSFP, CFP®
- Dec 2, 2021
- 10 min
Market Month: November 2021
Stocks ended November generally lower, with only the Nasdaq able to eke out a gain.
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Sara Stiles, MSFP, CFP®
- Nov 2, 2021
- 5 min
The Budget and the Debt Ceiling: Round 2
The budget and the debt ceiling are serious issues, but Congress has always found a way to resolve them in the past.
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Sara Stiles, MSFP, CFP®
- Nov 2, 2021
- 10 min
Market Month: October 2021
October proved to be one of the best months for equities in 2021, with each of the benchmark indexes listed here enjoying solid gains.
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Sara Stiles, MSFP, CFP®
- Sep 30, 2021
- 5 min
Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight
A number of advancing tax proposals have put corporations and high-income individuals in the spotlight.
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