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2024 Market Recap
The latest happenings.
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Grant Stiles, CIO, CFP®
Feb 122 min read
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.
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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®
Nov 6, 20232 min read
Market Month: October 2023
Stocks closed lower in October for the fourth consecutive month. Each of the benchmark indexes shown here lost value in October, led by...
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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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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®
May 1, 20215 min read
High-Frequency Indicators: Where to Look for Signs of Economic Health
Many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.
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Sara Stiles, MSFP, CFP®
Dec 14, 20203 min read
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.
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Sara Stiles, MSFP, CFP®
Sep 30, 20203 min read
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?
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Sara Stiles, MSFP, CFP®
Aug 29, 20206 min read
Investments: Basic Concepts
What does investing actually mean and why is it necessary? What should you do to get started?
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