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Quarterly Market Review:
July - Sept 2025

The latest happenings.
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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 312 min read
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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 36 min read
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Tax and Spending Bill Signed into Law
One Big Beautiful Bill Act (OBBBA) on July 4, 2025. The legislation includes multiple tax provisions that will guide individuals, business owners, and investors in planning their finances for many years to come.

Sara Stiles, MSFP, CFP®
Jul 167 min read
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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®
Jul 1012 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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Understanding Types of Investments
Stocks, bonds, cash equivalents, mutual funds, and ETFs - what do all these terms mean to you?

Sara Stiles, MSFP, CFP®
Aug 29, 20209 min read
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