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Quarterly Market Review: January-March 2025

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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
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The Jobs Recovery: More Work to Be Done
While an effective vaccine could be a game changer, it will not instantly open businesses or return all employees to the same jobs they had.
Sara Stiles, MSFP, CFP®
Nov 20, 20205 min read
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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


Temporary Payroll Tax Deferral: What you need to know
On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 202
Sara Stiles, MSFP, CFP®
Sep 15, 20203 min read
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Small Businesses and the Impact of COVID-19
Over 30 million jobs are vulnerable – and the number might be higher
Sara Stiles, MSFP, CFP®
Jul 15, 20205 min read
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Record Keeping for Your Business
Keeping good business records will not only help you stay in business but may also help you increase profits.
Sara Stiles, MSFP, CFP®
Jul 11, 20207 min read
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Small Businesses Eligible for Numerous Relief Programs During COVID-19 Crisis
The CARES Act stimulus has a lot going on. We break some of the key features down for you here.
Sara Stiles, MSFP, CFP®
May 13, 20209 min read
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You received your PPP funds, now what?
Please join us on May 19th to learn about maximizing PPP proceeds.
Sara Stiles, MSFP, CFP®
May 2, 20201 min read
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Protect Your Employees' Retirement During Pandemic
If you are sleeping on the job at a time like this, it can have irrevocable consequences to employee financial futures.
Sara Stiles, MSFP, CFP®
Apr 23, 20205 min read
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CARES Act: What Plan Sponsors Should Know
The CARES Act will require plan document amendments for defined contribution plans.
Sara Stiles, MSFP, CFP®
Apr 18, 20203 min read
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Emergency Loan & Stimulus Guide
Confused about the differences between the EIDL and PPP? Let us help you sort out the details!
Sara Stiles, MSFP, CFP®
Apr 9, 20202 min read
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New Tax Credits from the SECURE Act
Did you know if you set up a retirement plan you have access to up to $16,500 in dollar-for-dollar tax credits?
Sara Stiles, MSFP, CFP®
Apr 2, 20203 min read
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Paycheck Protection Program Details
Forgivable loans and guaranteed approvals? Details on the Paycheck Protection Program here!
Sara Stiles, MSFP, CFP®
Apr 1, 20203 min read
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Real Estate as an Investment: the why's and how-to's
Sara Stiles invites real estate experts, Vinny Monarez and Kim Martin, to help her discuss how real estate fits into financial planning.
Sara Stiles, MSFP, CFP®
Mar 27, 20201 min read
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COVID-19 Crisis Support: a resource hub for individuals
Looking for resources and direction to get through COVID-19? Here is what we know!
Sara Stiles, MSFP, CFP®
Mar 26, 20202 min read
78 views
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Families First Coronavirus Response Act: what employers must do now
There are new rules! Here is what they need to know about the Families First Coronavirus Response Act!
Sara Stiles, MSFP, CFP®
Mar 25, 20204 min read
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Perspectives: Investing During Corona Virus Crisis
A Retirement Investor's Corona Virus Survival Guide
Sara Stiles, MSFP, CFP®
Mar 19, 20204 min read
56 views
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Simplified Succession Plans for Main Street
The transfer of a business doesn’t have to be complicated for closely held businesses. Nor does it have to be so expensive.
Sara Stiles, MSFP, CFP®
Mar 18, 20204 min read
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