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Quarterly Market Review:
July - Sept 2025

The latest happenings.
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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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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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Investments: Basic Concepts
What does investing actually mean and why is it necessary? What should you do to get started?

Sara Stiles, MSFP, CFP®
Aug 29, 20206 min read
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Understanding Types of Investments
Stocks, bonds, cash equivalents, mutual funds, and ETFs - what do all these terms mean to you?

Sara Stiles, MSFP, CFP®
Aug 29, 20209 min read
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Decisions, Decisions: Choosing Among Retirement Plan Contribution Types
Decisions, Decisions: Choosing Among Retirement Plan Contribution Types

Sara Stiles, MSFP, CFP®
Jul 14, 20206 min read
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Real Estate as an Investment: the why's and how-to's
Sara Stiles invites real estate experts, Vinny Monarez and Kim Martin, to help her discuss how real estate fits into financial planning.

Sara Stiles, MSFP, CFP®
Mar 27, 20201 min read
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Simplified Succession Plans for Main Street
The transfer of a business doesn’t have to be complicated for closely held businesses. Nor does it have to be so expensive.

Sara Stiles, MSFP, CFP®
Mar 18, 20204 min read
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