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.
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2Q 2024 Market Recap
The latest happenings.
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Sara Stiles, MSFP, CFP®
- Aug 29
- 1 min
Positive Enhancements for Retirement Savers
Section 109 of the SECURE Act 2.0 introduces significant enhancements.Â
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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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Grant Stiles, CIO
- Nov 6, 2023
- 2 min
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...
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Sara Stiles, MSFP, CFP®
- Aug 1, 2023
- 4 min
RMD Relief and Guidance for 2023
The IRS has announced certain relief and guidance for RMDs for 2023.
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Sara Stiles, MSFP, CFP®
- Jul 28, 2023
- 3 min
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.
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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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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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