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.
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2Q 2024 Market Recap
The latest happenings.
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Grant Stiles, CIO
Nov 311 min read
Market Month: October 2024
The Markets (as of market close October 31, 2024)
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Sara Stiles, MSFP, CFP®
Sep 55 min read
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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Sara Stiles, MSFP, CFP®
Aug 291 min read
Positive Enhancements for Retirement Savers
Section 109 of the SECURE Act 2.0 introduces significant enhancements.
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Grant Stiles, CIO
Aug 712 min read
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 913 min read
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 411 min read
Market Month: May 2024
Stocks rebounded from a sour April, closing higher in May.
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Grant Stiles, CIO
Nov 6, 20232 min read
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, 20234 min read
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, 20233 min read
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, 20235 min read
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, 20234 min read
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, 20234 min read
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, 202315 min read
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, 20236 min read
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, 202213 min read
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, 20223 min read
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, 202211 min read
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, 20225 min read
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, 20214 min read
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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