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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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Positive Enhancements for Retirement Savers
Section 109 of the SECURE Act 2.0 introduces significant enhancements.Â
Sara Stiles, MSFP, CFP®
Aug 29, 20241 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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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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U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume
According to the Department of Education, federal student loan
payments will resume in October 2023.
Sara Stiles, MSFP, CFP®
Jul 28, 20233 min read
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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.
Sara Stiles, MSFP, CFP®
Jun 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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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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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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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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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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American Rescue Plan Act Provides Relief to Individuals and Businesses
On March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. Major relief provisions are summarized here.
Sara Stiles, MSFP, CFP®
Apr 6, 20215 min read
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Pandemic Relief Measures and Your Tax Return
Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers.
Sara Stiles, MSFP, CFP®
Mar 2, 20215 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
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Financial Aid Changes on the Horizon
The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there's a lot to talk about.
Sara Stiles, MSFP, CFP®
Feb 1, 20215 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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