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Quarterly Market Review:
July - Sept 2025

The latest happenings.
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Annual Market Review - 2025
The year 2025 was extraordinary for the economy and the markets. Each of the major stock market indexes listed here posted solid year-end gains.

Grant Stiles, CIO, CFP®
Jan 515 min read


The Markets (as of market close November 28, 2025)
Following the reopening of the federal government, the primary focus in December will center on the state of the economy and the policy of the Federal Reserve relative to interest rates.

Grant Stiles, CIO, CFP®
Dec 5, 202510 min read


New "No Tax on Tips" Deduction Explained
Workers in up to 68 occupations could see their tax burden reduced by the "no tax on tips" deduction.

Sara Stiles, MSFP, CFP®
Nov 3, 20253 min read


The Markets (third quarter through September 30, 2025)
The third quarter of 2025 may best be characterized by continued strength in the equity market, moderating but resilient economic activity, and a shift in the Federal Reserve policy toward interest rate cuts.

Grant Stiles, CIO, CFP®
Oct 3, 202512 min read


Why Did the Federal Government Shut Down? And What Happens Now?
It's impossible to predict how long the current shutdown might last, but it may be helpful to know more about why it happened and what you can expect if it continues.

Sara Stiles, MSFP, CFP®
Oct 3, 20256 min read


One Big Beautiful Bill Act and the Small Business Owner
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes several provisions that affect business owners. Here are five specific changes to pay close attention to.

Sara Stiles, MSFP, CFP®
Aug 28, 20255 min read


New Senior Deduction Explained
While the new senior deduction offers a potential tax benefit to eligible taxpayers through 2028, the deduction may reduce income tax revenue to the Social Security trust funds.

Sara Stiles, MSFP, CFP®
Aug 27, 20253 min read


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®
Jul 10, 202512 min read


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 30, 20253 min read


Market Month: May 2025
May proved to be one of the best months for stocks in quite some time.

Grant Stiles, CIO, CFP®
Jun 2, 202512 min read


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 8, 20257 min read


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 27, 20255 min read


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 12, 20252 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


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
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