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Quarterly Market Review:
April-June 2025

The latest happenings.
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Tax and Spending Bill Signed into Law
One Big Beautiful Bill Act (OBBBA) on July 4, 2025. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances for many years to come.

Sara Stiles, MSFP, CFP®
18 hours ago7 min read
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Quarterly Market Review: April-June 2025
Throughout the second quarter of 2025, global trade tensions caused by reciprocal tariffs and increasing unrest in the Middle East impacted the markets on a daily basis.

Grant Stiles, CIO, CFP®
6 days ago12 min read
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New Tax Legislation: What's on the Table
H.R. 1, the One Big Beautiful Bill Act, narrowly passed the House of Representatives on May 22, 2025. The legislation is now being deliberated in the Senate, after the Senate Committee on Finance released its own version of proposed tax provisions on June 16, 2025.

Sara Stiles, MSFP, CFP®
Jun 303 min read
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Buffett Takes a Bow: 7 Lessons from an Iconic Investor
At the age of 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway, the massive holding company he has controlled since 1965.

Sara Stiles, MSFP, CFP®
Jun 55 min read
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Market Month: May 2025
May proved to be one of the best months for stocks in quite some time.

Grant Stiles, CIO, CFP®
Jun 212 min read
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New Tariffs Drive Market Volatility
There is an adage that the market doesn't like surprises, and part of the market reaction was due to the unusual approach.

Grant Stiles, CIO, CFP®
Apr 87 min read
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Tariff Turmoil or Economic Signal? The Makings of a Stock Market Correction
President Trump's rapid, on-and-off implementation of tariffs and the escalating trade war it sparked unsettled the financial markets.

Grant Stiles, CIO, CFP®
Mar 275 min read
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Infographic: The Top Performing Stock Market Sectors in 2024
This graphic compares S&P 500 sector returns in 2024, along with each sector's weight in the index.

Grant Stiles, CIO, CFP®
Feb 122 min read
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High Foreign Investment in the United States
According to data from the International Monetary Fund, the U.S. received almost one-third of all global foreign investment from 2021-2023.

Grant Stiles, CIO, CFP®
Nov 6, 20245 min read
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Market Month: October 2024
The Markets (as of market close October 31, 2024)

Grant Stiles, CIO, CFP®
Nov 3, 202411 min read
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Changes in Real Estate Around the Corner
Effective August 17, 2024, NAR will implement new policies related to how real estate brokers are compensated to handle transactions.

Sara Stiles, MSFP, CFP®
Sep 5, 20245 min read
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Positive Enhancements for Retirement Savers
Section 109 of the SECURE Act 2.0 introduces significant enhancements.Â

Sara Stiles, MSFP, CFP®
Aug 29, 20241 min read
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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.

Grant Stiles, CIO, CFP®
Aug 7, 202412 min read
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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.

Grant Stiles, CIO, CFP®
Jul 9, 202413 min read
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Market Month: May 2024
Stocks rebounded from a sour April, closing higher in May.

Grant Stiles, CIO, CFP®
Jun 4, 202411 min read
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Market Month: October 2023
Stocks closed lower in October for the fourth consecutive month. Each of the benchmark indexes shown here lost value in October, led by...

Grant Stiles, CIO, CFP®
Nov 6, 20232 min read
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RMD Relief and Guidance for 2023
The IRS has announced certain relief and guidance for RMDs for 2023.

Sara Stiles, MSFP, CFP®
Aug 1, 20234 min read
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U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume
According to the Department of Education, federal student loan
payments will resume in October 2023.

Sara Stiles, MSFP, CFP®
Jul 28, 20233 min read
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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.

Grant Stiles, CIO, CFP®
Jun 16, 20235 min read
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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.

Sara Stiles, MSFP, CFP®
Jun 1, 20234 min read
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