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.
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3Q 2023 Market Recap
The latest happenings.
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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.
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Sara Stiles, MSFP, CFP®
- Jun 1
- 4 min
New Clean Vehicle Tax Credit Guidance Issued
Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles.
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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.
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Grant Stiles, CIO
- Jan 23
- 15 min
Annual Market Review 2022
The year 2022 may best be described by one word: inflation.
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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
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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,...
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Sara Stiles, MSFP, CFP®
- Jan 10, 2022
- 5 min
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.
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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.
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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.
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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.
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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.
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Sara Stiles, MSFP, CFP®
- Sep 29, 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.
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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?
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Sara Stiles, MSFP, CFP®
- Jun 1, 2021
- 11 min
Market Month: May 2021
Market Month: May 2021
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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.
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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...
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Sara Stiles, MSFP, CFP®
- May 1, 2021
- 5 min
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.
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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.
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Sara Stiles, MSFP, CFP®
- Mar 2, 2021
- 5 min
Pandemic Relief Measures and Your Tax Return
Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers.
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