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2024 Market Recap
The latest happenings.
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Sara Stiles, MSFP, CFP®
Aug 29, 20241 min read
Positive Enhancements for Retirement Savers
Section 109 of the SECURE Act 2.0 introduces significant enhancements.Â
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Grant Stiles, CIO, CFP®
Aug 7, 202412 min read
The Markets (as of market close July 31, 2024)
Stocks closed mostly higher in July. Growth of the U.S. economy continued at a modest pace, despite the Fed's restrictive monetary policy.
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Grant Stiles, CIO, CFP®
Jul 9, 202413 min read
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.
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Sara Stiles, MSFP, CFP®
Aug 25, 20234 min read
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.
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Grant Stiles, CIO, CFP®
Jun 16, 20235 min read
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.
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Sara Stiles, MSFP, CFP®
Jun 1, 20234 min read
New Clean Vehicle Tax Credit Guidance Issued
Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles.
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Grant Stiles, CIO, CFP®
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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Grant Stiles, CIO, CFP®
Jan 23, 202315 min read
Annual Market Review 2022
The year 2022 may best be described by one word: inflation.
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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®
Jan 10, 20225 min read
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.
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Sara Stiles, MSFP, CFP®
Dec 16, 20214 min read
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.
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Sara Stiles, MSFP, CFP®
Dec 2, 202110 min read
Market Month: November 2021
Stocks ended November generally lower, with only the Nasdaq able to eke out a gain.
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Sara Stiles, MSFP, CFP®
Nov 2, 20215 min read
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 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®
Sep 29, 20215 min read
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.
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Sara Stiles, MSFP, CFP®
Jul 9, 20218 min read
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?
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Sara Stiles, MSFP, CFP®
Jun 1, 202111 min read
Market Month: May 2021
Market Month: May 2021
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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 4, 202111 min read
Market Month: April 2021
Updates on The Markets (as of market close April 30, 2021) Stocks climbed higher in April on the heels of strong first-quarter corporate...
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