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Quarterly Market Review: January-March 2025

The latest happenings.
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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...

Grant Stiles, CIO, CFP®
Mar 31, 20225 min read
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The Fed Pivots to Fight Inflation
On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy.

Sara Stiles, MSFP, CFP®
Jan 10, 20225 min read
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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
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Market Month: November 2021
Stocks ended November generally lower, with only the Nasdaq able to eke out a gain.

Sara Stiles, MSFP, CFP®
Dec 2, 202110 min read
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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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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 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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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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Year End Tax & Financial Planning To-Do's
As the year 2020 ends and 2021 begins, it's time to think about planning ahead to maximize tax savings and stay on track.

Sara Stiles, MSFP, CFP®
Dec 14, 20203 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
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Medicare Open Enrollment for 2021 Begins October 15
Medicare Open Enrollment for 2021 Begins October 15

Sara Stiles, MSFP, CFP®
Oct 18, 20203 min read
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What Impact Will the Election Have on My Investments?
What has history taught us about the relationship between elections, political policies and stock market performance?

Sara Stiles, MSFP, CFP®
Sep 30, 20203 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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Coronavirus Concerns? Consider Past Health Crises
Putting current market volatility into historical perspective can help you stay the course during turbulent times.

Sara Stiles, MSFP, CFP®
Jun 26, 20204 min read
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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
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