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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


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


Market Month: May 2024
Stocks rebounded from a sour April, closing higher in May.

Grant Stiles, CIO, CFP®
Jun 4, 202411 min read


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


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


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


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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