Investor Letter – May 2020

It has been said that one of the most difficult feats in all of sports is hitting a Major League curveball. Yet many pro baseball players have successfully made a name for themselves by doing just that, although you probably cannot list the game’s top three hitters. If you just tried, a name that probably… Read More


Social Security Webinar May 19 @ 12:00 pm – 1:00 pm

Learn how to maximize the amount of Social Security income you receive in retirement & gain some insight into the COVID-19 economic outlook. Presented by Nathan Larsen, Squire Partner, Squire Wealth Advisors Representative, and PFS. Social Security is one of the most valuable and least understood benefits. Come and learn more about how to maximize the… Read More


Q1 2020 Market Commentary

Global stock markets declined to start the year and effectively erased investor gains from 2019. Both domestic and international fixed income served as a ballast to investor portfolios during the quarter. Falling oil prices, heightened market volatility, and the global spread of the COVID-19 virus all provided large hurdles to market growth. For the quarter,… Read More


Two Types of Risk Every Investor Must Understand Manisha Thakor, Director of Wealth Strategies for Women

Image courtesy of Flickr There’s risk you can diversify away, and then there’s risk which you can’t. Manisha Thakor on systematic versus nonsystematic risk, and why knowing the difference is vital for optimizing your taste for investment risk and making portfolio decisions. Find it on WSJ.com By clicking on any of the links above, you… Read More


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