top of page

Quarterly Market Review: January-March 2025

The latest happenings.
Search


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
13 views
0 comments


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...

Grant Stiles, CIO, CFP®
Nov 6, 20232 min read
18 views
0 comments


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.

Grant Stiles, CIO, CFP®
Mar 24, 20234 min read
54 views
0 comments


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

Sara Stiles, MSFP, CFP®
Jan 10, 20236 min read
66 views
0 comments


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,...

Sara Stiles, MSFP, CFP®
Apr 18, 202211 min read
16 views
0 comments


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.

Sara Stiles, MSFP, CFP®
Nov 2, 20215 min read
26 views
0 comments


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.

Sara Stiles, MSFP, CFP®
Nov 2, 202110 min read
15 views
0 comments


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.

Sara Stiles, MSFP, CFP®
May 1, 20215 min read
27 views
0 comments


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.

Sara Stiles, MSFP, CFP®
Dec 14, 20203 min read
47 views
0 comments


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


Investments: Basic Concepts
What does investing actually mean and why is it necessary? What should you do to get started?

Sara Stiles, MSFP, CFP®
Aug 29, 20206 min read
33 views
0 comments


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
24 views
0 comments
bottom of page