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Quarterly Market Review: January-March 2025

The latest happenings.
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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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High Foreign Investment in the United States
According to data from the International Monetary Fund, the U.S. received almost one-third of all global foreign investment from 2021-2023.
Grant Stiles, CIO, CFP®
Nov 6, 20245 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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RMD Relief and Guidance for 2023
The IRS has announced certain relief and guidance for RMDs for 2023.
Sara Stiles, MSFP, CFP®
Aug 1, 20234 min read
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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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Quarterly Market Review:July-September 2022
The ramifications of stamping down rising inflation dominated the markets in the third quarter.
Grant Stiles, CIO, CFP®
Oct 18, 202213 min read
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Now Might Be a Good Time for a Roth Conversion
A cost-benefit analysis could help determine whether it would be beneficial to pay taxes on some of your IRA assets now rather than later.
Sara Stiles, MSFP, CFP®
Jul 13, 20223 min read
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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
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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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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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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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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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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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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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