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Quarterly Market Review:
April-June 2025

The latest happenings.
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Market Month: October 2021
October proved to be one of the best months for equities in 2021, with each of the benchmark indexes listed here enjoying solid gains.

Sara Stiles, MSFP, CFP®
Nov 2, 202110 min read
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Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight
A number of advancing tax proposals have put corporations and high-income individuals in the spotlight.

Sara Stiles, MSFP, CFP®
Sep 30, 20215 min read
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Too Hot to Handle: What's Aheadfor the U.S. Housing Market?
The U.S. housing market, already strong before the pandemic, has heated up to record levels in 2021.

Sara Stiles, MSFP, CFP®
Sep 13, 20215 min read
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Should You Be Concerned About Inflation?
Are rising prices a temporary issue that will fade or a signal of a wide-spread, longer-term economic pullback?

Sara Stiles, MSFP, CFP®
Jul 9, 20218 min read
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Market Week: June 21
Stocks opened the week with mixed returns but the week ended with each of the benchmark indexes losing ground.

Sara Stiles, MSFP, CFP®
Jun 21, 20219 min read
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Market Month: May 2021
Market Month: May 2021

Sara Stiles, MSFP, CFP®
Jun 1, 202111 min read
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American Families Plan Would Provide Benefits for Some, More Taxes for Others
Major provisions proposed in American Families Plan are summarized here, including some tax provisions.

Sara Stiles, MSFP, CFP®
May 18, 20214 min read
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Market Month: April 2021
Updates on The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate...

Sara Stiles, MSFP, CFP®
May 4, 202111 min read
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High-Frequency Indicators: Where to Look for Signs of Economic Health
Many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.

Sara Stiles, MSFP, CFP®
May 1, 20215 min read
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