Stiles Financial Services:
sailor. mnsun. com Local Business Today • Thursday, March 26, 2026 Page 3
Stiles Financial Services:
Customized, Full Service Financial Solutions for Individuals and Businesses.
A t Stiles Financial Services, Inc.( SFSI), we’ ve learned that while investors can’ t control market fluctuations, they can control their reactions. Emotional, short-term decisions during volatility often weaken long-term portfolio performance.
• Private wealth and custom portfolio management services
• Fiduciary advisory services to corporate retirement plans and their participants
• Portfolio management services for institutional clients including foundations and endowments and corporate cash accounts
“ After a volatile stretch in late 2024, markets found firmer footing through much of 2025,” says Stiles Financial Portfolio Manager Paul Tichy, AIF ®, MBA.“ Uncertainty remained, but the economy showed resilience, supported by steady consumer spending, moderating inflation, and solid corporate investment.”
Tichy notes that policy developments- particularly around tariffs and trade— contributed to early-year turbulence. As the year progressed, markets reacted to shifting expectations around interest rates, earnings, and global events.“ 2025 reminded us how quickly markets can move as confidence and risk appetite evolve,” he adds.
Despite periodic swings, the broader backdrop remained constructive. Consumer activity held steady, business investment persisted, and accelerating artificial intelligence spending emerged as a meaningful driver of productivity and long-term economic momentum.“ AI is proving to be more than a market trend,” Tichy explains.“ It’ s becoming a significant force in innovation and growth.”
Equity markets responded positively overall, with participation broadening beyond the narrow leadership of recent years. International equities were a bright spot, supported by a weaker U. S. dollar and attractive relative valuations, reinforcing the value of global diversification. Bonds also presented improved opportunities, as higher starting yields provided attractive income potential.
Looking ahead to 2026, consensus expectations remain cautiously optimistic. Most forecasters anticipate moderate economic growth, easing inflation pressures, and a supportive environment for diversified portfolios. A potentially more favorable tax and regulatory backdrop could further encourage investment and confidence.
“ While the path forward may not be perfectly smooth, the foundation for continued expansion remains in place,” Tichy says.“ We remain constructive on the long-term outlook, with reasonable expectations for continued progress in both the economy and markets.”
In closing, Tichy emphasizes disciplined planning.“ At SFSI, we believe long-term success begins with a well-structured investment strategy aligned with your goals and risk tolerance. Staying committed to that plan— especially during uncertainty— helps clients pursue lasting financial progress.”
Senior Financial Advisor John Stone adds,“ We work diligently to understand each client’ s financial journey and goals. By developing a holistic wealth management strategy tailored to the individual, we aim to smooth the ride during turbulent times.”
SFSI Founder Susan Stiles, CFP ®, ChFC ®, AIF ®, CPFA, MBA, echoes this commitment:“ Our business is built on managing client assets with cost-efficient strategies designed to drive positive outcomes. Our clients’ loyalty reflects our dedication to disciplined guidance and the trusted relationships we value.”
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Did you know? Stiles Financial Services is proud to have been recognized as a Top Financial Advisory Firm in America!* For the Second Year in a Row!
7505 Metro Boulevard, Suite 510 Edina, MN 55439 www. StilesFinancial. com Tel 952-988-0452
* For full selection details and disclaimer, visit: https:// www. newsweek. com / rankings / americas-top-financial-advisory-firms-2026. Stiles Financial is required to pay a fee to use the badge in this ad. Selection was based on merit through an independent organization, Plant-A Insights Group. SFSI is a Registered Investment Advisor in MN. 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 advisor and / or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.