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Quarterly Market Review: January-March 2025

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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.

Sara Stiles, MSFP, CFP®
Nov 2, 20215 min read
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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.

Sara Stiles, MSFP, CFP®
Nov 2, 202110 min read
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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.

Sara Stiles, MSFP, CFP®
Sep 30, 20215 min read
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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?

Sara Stiles, MSFP, CFP®
Jul 9, 20218 min read
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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.

Sara Stiles, MSFP, CFP®
May 18, 20214 min read
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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...

Sara Stiles, MSFP, CFP®
May 4, 202111 min read
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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.

Sara Stiles, MSFP, CFP®
May 1, 20215 min read
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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.

Sara Stiles, MSFP, CFP®
Apr 6, 20215 min read
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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.

Sara Stiles, MSFP, CFP®
Mar 2, 20215 min read
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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.

Sara Stiles, MSFP, CFP®
Feb 10, 20213 min read
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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...

Sara Stiles, MSFP, CFP®
Jan 19, 20211 min read
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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...

Sara Stiles, MSFP, CFP®
Jan 5, 20214 min read
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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

Sara Stiles, MSFP, CFP®
Dec 30, 20205 min read
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Year End Tax & Financial Planning To-Do's
As 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®
Dec 14, 20203 min read
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The Jobs Recovery: More Work to Be Done
While an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.

Sara Stiles, MSFP, CFP®
Nov 20, 20205 min read
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Medicare Open Enrollment for 2021 Begins October 15
Medicare Open Enrollment for 2021 Begins October 15

Sara Stiles, MSFP, CFP®
Oct 18, 20203 min read
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A Look at Presidential Tax Proposals
A shift in the balance of power can have wide-ranging implications for future government economic policies.

Sara Stiles, MSFP, CFP®
Oct 8, 20205 min read
116 views


What Impact Will the Election Have on My Investments?
What has history taught us about the relationship between elections, political policies and stock market performance?

Sara Stiles, MSFP, CFP®
Sep 30, 20203 min read
49 views


Temporary Payroll Tax Deferral: What you need to know
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 202

Sara Stiles, MSFP, CFP®
Sep 15, 20203 min read
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Small Businesses and the Impact of COVID-19
Over 30 million jobs are vulnerable – and the number might be higher

Sara Stiles, MSFP, CFP®
Jul 15, 20205 min read
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