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.
top of page
2Q 2023 Market Recap
The latest happenings.
Search
Grant Stiles, CIO
- Jun 16
- 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.
18 views
Grant Stiles, CIO
- Mar 24
- 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.
36 views0 comments
Grant Stiles, CIO
- Jan 23
- 15 min
Annual Market Review 2022
The year 2022 may best be described by one word: inflation.
13 views0 comments
Sara Stiles, MSFP, CFP®
- Jan 10
- 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
46 views0 comments
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.
16 views0 comments
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,...
12 views0 comments
Grant Stiles, CIO
- Mar 31, 2022
- 5 min
What Do Rising Interest Rates Mean for Your Money?
On March 16, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate by 0.25% to a...
25 views0 comments
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.
39 views0 comments
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.
20 views0 comments
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.
17 views0 comments
Sara Stiles, MSFP, CFP®
- Nov 2, 2021
- 10 min
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.
12 views0 comments
Sara Stiles, MSFP, CFP®
- Sep 30, 2021
- 5 min
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.
41 views0 comments
Sara Stiles, MSFP, CFP®
- Sep 13, 2021
- 5 min
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.
38 views0 comments
Sara Stiles, MSFP, CFP®
- Jul 9, 2021
- 8 min
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?
25 views0 comments
Sara Stiles, MSFP, CFP®
- Jun 21, 2021
- 9 min
Market Week: June 21
Stocks opened the week with mixed returns but the week ended with each of the benchmark indexes losing ground.
7 views0 comments
Sara Stiles, MSFP, CFP®
- Jun 1, 2021
- 11 min
Market Month: May 2021
Market Month: May 2021
22 views0 comments
Eric Allee, MS-TAX, CPA
- May 18, 2021
- 4 min
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.
24 views0 comments
Sara Stiles, MSFP, CFP®
- May 4, 2021
- 11 min
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...
19 views0 comments
Amy Goode, MBA, CPA
- Apr 6, 2021
- 5 min
American Rescue Plan Act Provides Relief to Individuals and Businesses
On March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. Major relief provisions are summarized here.
32 views0 comments
bottom of page