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Quarterly Market Review:
April-June 2025

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Quarterly Market Review: April-June 2025
Throughout the second quarter of 2025, global trade tensions caused by reciprocal tariffs and increasing unrest in the Middle East impacted the markets on a daily basis.

Grant Stiles, CIO, CFP®
7 days ago12 min read
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New Tax Legislation: What's on the Table
H.R. 1, the One Big Beautiful Bill Act, narrowly passed the House of Representatives on May 22, 2025. The legislation is now being deliberated in the Senate, after the Senate Committee on Finance released its own version of proposed tax provisions on June 16, 2025.

Sara Stiles, MSFP, CFP®
Jun 303 min read
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Market Month: May 2025
May proved to be one of the best months for stocks in quite some time.

Grant Stiles, CIO, CFP®
Jun 212 min read
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New Tariffs Drive Market Volatility
There is an adage that the market doesn't like surprises, and part of the market reaction was due to the unusual approach.

Grant Stiles, CIO, CFP®
Apr 87 min read
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Tariff Turmoil or Economic Signal? The Makings of a Stock Market Correction
President Trump's rapid, on-and-off implementation of tariffs and the escalating trade war it sparked unsettled the financial markets.

Grant Stiles, CIO, CFP®
Mar 275 min read
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Infographic: The Top Performing Stock Market Sectors in 2024
This graphic compares S&P 500 sector returns in 2024, along with each sector's weight in the index.

Grant Stiles, CIO, CFP®
Feb 122 min read
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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
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Market Month: May 2024
Stocks rebounded from a sour April, closing higher in May.

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

Sara Stiles, MSFP, CFP®
Aug 25, 20234 min read
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U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume
According to the Department of Education, federal student loan
payments will resume in October 2023.

Sara Stiles, MSFP, CFP®
Jul 28, 20233 min read
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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.

Grant Stiles, CIO, CFP®
Jun 16, 20235 min read
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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.

Grant Stiles, CIO, CFP®
Mar 24, 20234 min read
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Annual Market Review 2022
The year 2022 may best be described by one word: inflation.

Grant Stiles, CIO, CFP®
Jan 23, 202315 min read
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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

Sara Stiles, MSFP, CFP®
Jan 10, 20236 min read
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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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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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