Market Month: October 2023
Stocks closed lower in October for the fourth consecutive month. Each of the benchmark indexes shown here lost value in October, led by...
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2Q 2024 Market Recap
The latest happenings.
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Grant Stiles, CIO
Mar 24, 20234 min read
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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Sara Stiles, MSFP, CFP®
Jan 10, 20236 min read
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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Sara Stiles, MSFP, CFP®
Apr 18, 202211 min read
Quarterly Market Review: January-March 2022
Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation,...
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Sara Stiles, MSFP, CFP®
Nov 2, 202110 min read
Market Month: October 2021
October proved to be one of the best months for equities in 2021, with each of the benchmark indexes listed here enjoying solid gains.
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Sara Stiles, MSFP, CFP®
May 18, 20214 min read
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®
May 1, 20215 min read
High-Frequency Indicators: Where to Look for Signs of Economic Health
Many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.
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Sara Stiles, MSFP, CFP®
Feb 10, 20213 min read
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®
Dec 14, 20203 min read
Year End Tax & Financial Planning To-Do's
As the year 2020 ends and 2021 begins, it's time to think about planning ahead to maximize tax savings and stay on track.
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Sara Stiles, MSFP, CFP®
Oct 8, 20205 min read
A Look at Presidential Tax Proposals
A shift in the balance of power can have wide-ranging implications for future government economic policies.
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Sara Stiles, MSFP, CFP®
Sep 30, 20203 min read
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?
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Sara Stiles, MSFP, CFP®
Sep 17, 20202 min read
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.
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Sara Stiles, MSFP, CFP®
Aug 29, 20209 min read
Understanding Types of Investments
Stocks, bonds, cash equivalents, mutual funds, and ETFs - what do all these terms mean to you?
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