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Quarterly Market Review: January-March 2025

The latest happenings.
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SECURE 2.0 Helps SmallEmployers Help Their Employees
The SECURE Act 2.0 enhances the tax credits associated with
adopting new retirement plans, beginning in 2023.

Sara Stiles, MSFP, CFP®
Aug 25, 20234 min read
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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.

Grant Stiles, CIO, CFP®
Mar 24, 20234 min read
54 views
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Annual Market Review 2022
The year 2022 may best be described by one word: inflation.

Grant Stiles, CIO, CFP®
Jan 23, 202315 min read
23 views
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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

Sara Stiles, MSFP, CFP®
Jan 10, 20236 min read
66 views
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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.

Sara Stiles, MSFP, CFP®
Dec 16, 20214 min read
41 views
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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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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
32 views
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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 Eligible for Numerous Relief Programs During COVID-19 Crisis
The CARES Act stimulus has a lot going on. We break some of the key features down for you here.

Sara Stiles, MSFP, CFP®
May 13, 20209 min read
78 views
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You received your PPP funds, now what?
Please join us on May 19th to learn about maximizing PPP proceeds.

Sara Stiles, MSFP, CFP®
May 2, 20201 min read
34 views
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Protect Your Employees' Retirement During Pandemic
If you are sleeping on the job at a time like this, it can have irrevocable consequences to employee financial futures.

Sara Stiles, MSFP, CFP®
Apr 23, 20205 min read
52 views
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CARES Act: What Plan Sponsors Should Know
The CARES Act will require plan document amendments for defined contribution plans.

Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
50 views
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Using Retirement Plans Under CARES Act
The CARES Act allows individuals to use their retirement accounts for financial relief.

Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
25 views
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New Tax Credits from the SECURE Act
Did you know if you set up a retirement plan you have access to up to $16,500 in dollar-for-dollar tax credits?

Sara Stiles, MSFP, CFP®
Apr 2, 20203 min read
47 views
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Paycheck Protection Program Details
Forgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!

Sara Stiles, MSFP, CFP®
Apr 1, 20203 min read
48 views
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COVID-19 Crisis Support: a resource hub for individuals
Looking for resources and direction to get through COVID-19? Here is what we know!

Sara Stiles, MSFP, CFP®
Mar 26, 20202 min read
78 views
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Families First Coronavirus Response Act: what employers must do now
There are new rules! Here is what they need to know about the Families First Coronavirus Response Act!

Sara Stiles, MSFP, CFP®
Mar 25, 20204 min read
46 views
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Perspectives: Investing During Corona Virus Crisis
A Retirement Investor's Corona Virus Survival Guide

Sara Stiles, MSFP, CFP®
Mar 19, 20204 min read
56 views
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