Quarterly Market Review:July-September 2022
The ramifications of stamping down rising inflation dominated the markets in the third quarter.
Quarterly Market Recap
The latest happenings.
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Sara Stiles, MSFP, CFP®
- Jul 13
- 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
- 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
- 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
- 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 29, 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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Sara Stiles, MSFP, CFP®
- Jul 9, 2021
- 8 min
Should You Be Concerned About Inflation?
Are rising prices a temporary issue that will fade or a signal of a wide-spread, longer-term economic pullback?
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Eric Allee, MS-TAX, CPA
- May 18, 2021
- 4 min
American Families Plan Would Provide Benefits for Some, More Taxes for Others
Major provisions proposed in American Families Plan are summarized here, including some tax provisions.
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Sara Stiles, MSFP, CFP®
- May 4, 2021
- 11 min
Market Month: April 2021
Updates on The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate...
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Sara Stiles, MSFP, CFP®
- May 1, 2021
- 5 min
High-Frequency Indicators: Where to Look for Signs of Economic Health
Many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.
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Amy Goode, MBA, CPA
- Apr 6, 2021
- 5 min
American Rescue Plan Act Provides Relief to Individuals and Businesses
On March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. Major relief provisions are summarized here.
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Sara Stiles, MSFP, CFP®
- Mar 2, 2021
- 5 min
Pandemic Relief Measures and Your Tax Return
Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers.
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Eric Allee, MS-TAX, CPA
- Feb 10, 2021
- 3 min
Federal Tax Filing Season Starts Soon
The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.
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Sara Stiles, MSFP, CFP®
- Jan 19, 2021
- 1 min
Tax-Efficient Exit Planning on Main Street
Did you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...
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Sara Stiles, MSFP, CFP®
- Jan 5, 2021
- 4 min
Consolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...
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Megan Mercer, AIS
- Dec 30, 2020
- 5 min
How to Protect Your Small Business from Cyber Threats
Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's esp
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