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Quarterly Market Review: January-March 2025

The latest happenings.
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New Tariffs Drive Market Volatility
There is an adage that the market doesn't like surprises, and part of the market reaction was due to the unusual approach.
Grant Stiles, CIO, CFP®
Apr 87 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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Quarterly Market Review: April-June 2024
Wall Street got off to a slow start to 2Q of 2024. Stocks lagged for much of April, rebounded in May, and were choppy in June.
Grant Stiles, CIO, CFP®
Jul 9, 202413 min read
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Market Month: May 2024
Stocks rebounded from a sour April, closing higher in May.
Grant Stiles, CIO, CFP®
Jun 4, 202411 min read
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SECURE 2.0 Helps SmallEmployers Help Their Employees
The SECURE Act 2.0 enhances the tax credits associated with
adopting new retirement plans, beginning in 2023.
Sara Stiles, MSFP, CFP®
Aug 25, 20234 min read
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Transformative Tech: Will AI Upend the American Workforce?
As the race among tech companies to monetize AI picks up speed, it's worth considering how widespread adoption might affect workers.
Grant Stiles, CIO, CFP®
Jun 16, 20235 min read
41 views


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
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Annual Market Review 2022
The year 2022 may best be described by one word: inflation.
Grant Stiles, CIO, CFP®
Jan 23, 202315 min read
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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
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The Fed Pivots to Fight Inflation
On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy.
Sara Stiles, MSFP, CFP®
Jan 10, 20225 min read
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Retirement Plan Limits on the Rise in 2022
Many IRA and retirement plan limits are indexed for inflation each year. The IRS has updated the 2022 numbers.
Sara Stiles, MSFP, CFP®
Dec 16, 20214 min read
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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
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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
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Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight
A number of advancing tax proposals have put corporations and high-income individuals in the spotlight.
Sara Stiles, MSFP, CFP®
Sep 30, 20215 min read
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Should You Be Concerned About Inflation?
Are rising prices a temporary issue that will fade or a signal of a wide-spread, longer-term economic pullback?
Sara Stiles, MSFP, CFP®
Jul 9, 20218 min read
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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.
Sara Stiles, MSFP, CFP®
May 18, 20214 min read
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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
29 views
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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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How to Protect Your Small Business from Cyber Threats
Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's esp
Sara Stiles, MSFP, CFP®
Dec 30, 20205 min read
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