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
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Grant Stiles, CIO
Mar 24, 20234 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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Sara Stiles, MSFP, CFP®
Jan 10, 20236 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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Sara Stiles, MSFP, CFP®
Apr 18, 202211 min
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, 20215 min
The Budget and the Debt Ceiling: Round 2
The budget and the debt ceiling are serious issues, but Congress has always found a way to resolve them in the past.
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Sara Stiles, MSFP, CFP®
Nov 2, 202110 min
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 1, 20215 min
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®
Dec 14, 20203 min
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
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
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®
Aug 29, 20206 min
Investments: Basic Concepts
What does investing actually mean and why is it necessary? What should you do to get started?
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Sara Stiles, MSFP, CFP®
Aug 29, 20209 min
Understanding Types of Investments
Stocks, bonds, cash equivalents, mutual funds, and ETFs - what do all these terms mean to you?
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