March 2023 Newsletter
Where Does Your Income Fit?

More than half of U.S. taxpayers showed relatively low income in tax year 2021, with a small percentage in high income brackets. ... Read more
Are You Eligible for Any of These College-Related Federal Tax Benefits?

Here are three college-related federal tax benefits that might help put a few more dollars back in your pocket.... Read more
Time for a Spring Cleanup: Organizing Your Financial Records

The arrival of spring is a good time to organize your financial records. ... Read more
50 and Older? Here's Your Chance to Catch Up on Retirement Saving

Here's how late-career individuals can make up for lost time and aim for lower taxes. ... Read more
Be In The Know!
Are Bonds Back?

5-5:45 p.m.
Tuesday, March 15
Webinar

After almost a decade of low-income opportunities in bonds, we are finally seeing higher bond yields. Do these yields change our view on portfolio allocations? Are these higher yields here to stay, or a short-lived blip on the Fixed-Income radar?

In the presentation we will discuss:
  • How did higher yields get here?
  • How long can yields stay elevated?
  • How do higher yields impact portfolio allocation decisions?
  • Do higher yields affect stocks demands?
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Stiles Financial Services is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.