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.
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2Q 2024 Market Recap
The latest happenings.
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Grant Stiles, CIO
- Jun 4
- 11 min
Market Month: May 2024
Stocks rebounded from a sour April, closing higher in May.
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Sara Stiles, MSFP, CFP®
- Aug 25, 2023
- 4 min
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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Sara Stiles, MSFP, CFP®
- Jul 28, 2023
- 3 min
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.
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Grant Stiles, CIO
- Jun 16, 2023
- 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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Grant Stiles, CIO
- Mar 24, 2023
- 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, 2023
- 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, 2023
- 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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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...
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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®
- 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.
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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.
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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®
- 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®
- 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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Sara Stiles, MSFP, CFP®
- Feb 10, 2021
- 3 min
Federal Tax Filing Season Starts Soon
The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.
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Sara Stiles, MSFP, CFP®
- Feb 1, 2021
- 5 min
Financial Aid Changes on the Horizon
The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there's a lot to talk about.
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Sara Stiles, MSFP, CFP®
- Jan 19, 2021
- 1 min
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...
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