Sara Stiles, MSFP, CFP®Apr 1911 minQuarterly Market Review: January-March 2022Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation,...
Grant Stiles, CIOApr 15 minWhat 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...
Sara Stiles, MSFP, CFP®Jan 115 minThe Fed Pivots to Fight InflationOn December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy.
Sara Stiles, MSFP, CFP®Dec 16, 20214 minRetirement Plan Limits on the Rise in 2022Many IRA and retirement plan limits are indexed for inflation each year. The IRS has updated the 2022 numbers.
Sara Stiles, MSFP, CFP®Dec 2, 202110 minMarket Month: November 2021Stocks ended November generally lower, with only the Nasdaq able to eke out a gain.
Sara Stiles, MSFP, CFP®Nov 3, 20215 min The Budget and the Debt Ceiling: Round 2The budget and the debt ceiling are serious issues, but Congress has always found a way to resolve them in the past.
Sara Stiles, MSFP, CFP®Nov 2, 202110 minMarket Month: October 2021October proved to be one of the best months for equities in 2021, with each of the benchmark indexes listed here enjoying solid gains.
Sara Stiles, MSFP, CFP®Sep 30, 20215 minAdvancing Tax Proposals Put Corporations and High-Income Individuals in SpotlightA number of advancing tax proposals have put corporations and high-income individuals in the spotlight.
Sara Stiles, MSFP, CFP®Jul 9, 20218 minShould 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?
Eric Allee, MS-TAX, CPA May 18, 20214 minAmerican Families Plan Would Provide Benefits for Some, More Taxes for OthersMajor provisions proposed in American Families Plan are summarized here, including some tax provisions.
Sara Stiles, MSFP, CFP®May 4, 202111 minMarket Month: April 2021Updates on The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate...
Sara Stiles, MSFP, CFP®May 1, 20215 minHigh-Frequency Indicators: Where to Look for Signs of Economic HealthMany of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.
Amy Goode, MBA, CPAApr 6, 20215 minAmerican Rescue Plan Act Provides Relief to Individuals and BusinessesOn March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. Major relief provisions are summarized here.
Sara Stiles, MSFP, CFP®Mar 2, 20215 minPandemic Relief Measures and Your Tax ReturnTwo emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers.
Eric Allee, MS-TAX, CPA Feb 10, 20213 minFederal Tax Filing Season Starts SoonThe IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.
Sara Stiles, MSFP, CFP®Jan 19, 20211 minTax-Efficient Exit Planning on Main StreetDid you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures...
Sara Stiles, MSFP, CFP®Jan 5, 20214 minConsolidated Appropriations Act Provides Relief to Individuals and BusinessesOn Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...
Megan Mercer, AISDec 30, 20205 minHow to Protect Your Small Business from Cyber ThreatsRisk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's esp
Sara Stiles, MSFP, CFP®Dec 14, 20203 minYear End Tax & Financial Planning To-Do'sAs the year 2020 ends and 2021 begins, it's time to think about planning ahead to maximize tax savings and stay on track.
Sara Stiles, MSFP, CFP®Nov 20, 20205 minThe Jobs Recovery: More Work to Be DoneWhile an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.