Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

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Category: Wealth

What did we learn about investing in 2022?

categories: Wealth

tags: Investing // Wealth

What did we learn about investing in 2022?

HOW TO INVEST MARKETS & ECONOMY As we approach the end of another trip around the sun, this seems like an opportune time to reflect on the past year as it relates to our investment journeys. Noteworthy events and outcomes of […]

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Health Savings Accounts Fill Multiple Tax Needs

categories: Wealth

tags: retirement // Wealth

Health Savings Accounts Fill Multiple Tax Needs

FINANCIAL MANAGEMENT PLANNING FOR RETIREMENT The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans (HDHPs) to save for medical […]

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The stock markets seem to be doing a little better, but I’m still hearing talk about a recession. Should I be worried?

categories: Wealth

tags: Investing // Wealth

The stock markets seem to be doing a little better, but I’m still hearing talk about a recession. Should I be worried?

MARKETS & ECONOMY Equity markets have seen a much-welcomed reprieve recently with broad US, International, and Emerging Market indices up 11.6%, 15.3% and 6.9% QTD through 11/11/20221. However, looming recession headlines continue to spark angst with investors, who may be […]

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Refresh Your Perspective on Money and Happiness

categories: Wealth

tags: Reflection // Wealth

Refresh Your Perspective on Money and Happiness

FINANCIAL MANAGEMENT By Alex Kluesner Eighteenth-century Swiss philosopher Jean-Jacques Rousseau said, “The money you have gives you freedom; the money you pursue enslaves you.” He clearly believed that money alone can’t guarantee happiness. Many other philosophers, business moguls, and […]

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How have actively managed equity funds performed in volatile markets?

categories: Uncategorized // Wealth

tags: Investing // Wealth

How have actively managed equity funds performed in volatile markets?

HOW TO INVEST | FINANCIAL MANAGEMENT Investors have been challenged with deciphering plenty of mixed messages this year from the financial news as a result of the choppy market waters. One of these messages is that actively managed funds perform better […]

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How Big Will The Social Security Cost of Living Adjustment Be For 2023?

categories: Wealth

tags: retirement // Wealth

How Big Will The Social Security Cost of Living Adjustment Be For 2023?

MARKETS & ECONOMY | PLANNING FOR RETIREMENT By Jonathan Scheid, CFA, AIF® Inflation has been the buzz word since the early stages of the COVID-19 pandemic. We all have experienced the frustration of rising prices whether from higher grocery bills, gas […]

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categories: Wealth

tags: retirement // Wealth

Retirement Strategy Using an HSA

HOW TO INVEST FINANCIAL MANAGEMENT PLANNING FOR RETIREMENT Used properly, an HSA is a great way to build tax-free wealth via deductible contributions, investing for growth over time, and taking tax-free distributions and reimbursements later. TRANSCRIPT: Hi, I’m Clayton Johnson from […]

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Is now the right time to be invested in value stocks?

categories: Wealth

tags: Investing // Wealth

Is now the right time to be invested in value stocks?

HOW TO INVEST Some would say that value investors have been through a ride in recent years, and rightly so. Up until very recently, growth stocks enjoyed a long streak of outperformance over value stocks which had many investors wondering […]

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Why is part of my portfolio invested outside the US, if US stocks continue to outperform non-US stocks?

categories: Wealth

tags: International // Investing // Wealth

Why is part of my portfolio invested outside the US, if US stocks continue to outperform non-US stocks?

HOW TO INVEST MARKETS & ECONOMY Many investors in the US may be wondering why part of their portfolio is invested outside of the US, especially given a global backdrop riddled with challenging circumstances recently. In fact, for the five-year period […]

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