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Quarterly Market Review: January-March 2025

The latest happenings.
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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.

Sara Stiles, MSFP, CFP®
Feb 10, 20213 min read
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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.

Sara Stiles, MSFP, CFP®
Feb 1, 20215 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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Consolidated Appropriations Act Provides Relief to Individuals and Businesses
On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief...

Sara Stiles, MSFP, CFP®
Jan 5, 20214 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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A Look at Presidential Tax Proposals
A shift in the balance of power can have wide-ranging implications for future government economic policies.

Sara Stiles, MSFP, CFP®
Oct 8, 20205 min read
116 views


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
49 views


Student Loan Relief Extended Through End of Year
In August, the president signed a memorandum to extend federal student loan relief through December 31, 2020.

Sara Stiles, MSFP, CFP®
Sep 17, 20202 min read
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Small Businesses and the Impact of COVID-19
Over 30 million jobs are vulnerable – and the number might be higher

Sara Stiles, MSFP, CFP®
Jul 15, 20205 min read
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Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis
The CARES Act stimulus has a lot going on. We break some of the key features down for you here.

Sara Stiles, MSFP, CFP®
May 13, 20209 min read
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You received your PPP funds, now what?
Please join us on May 19th to learn about maximizing PPP proceeds.

Sara Stiles, MSFP, CFP®
May 2, 20201 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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CARES Act: What Plan Sponsors Should Know
The CARES Act will require plan document amendments for defined contribution plans.

Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
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Using Retirement Plans Under CARES Act
The CARES Act allows individuals to use their retirement accounts for financial relief.

Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
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Emergency Loan & Stimulus Guide
Confused about the differences between the EIDL and PPP? Let us help you sort out the details!

Sara Stiles, MSFP, CFP®
Apr 9, 20202 min read
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New Tax Credits from the SECURE Act
Did you know if you set up a retirement plan you have access to up to $16,500 in dollar-for-dollar tax credits?

Sara Stiles, MSFP, CFP®
Apr 2, 20203 min read
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Paycheck Protection Program Details
Forgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!

Sara Stiles, MSFP, CFP®
Apr 1, 20203 min read
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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
45 views
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COVID-19 Crisis Support: a resource hub for individuals
Looking for resources and direction to get through COVID-19? Here is what we know!

Sara Stiles, MSFP, CFP®
Mar 26, 20202 min read
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