Monthly Investor Letter— September 2020

In recent years, U.S. stocks have outperformed international stocks and growth stocks have outperformed value stocks. This has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly. We should begin with a look at the appropriate lens through which to view investment strategy performance…. Read More


What History Tells Us About Elections and the Market

Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In a recent webcast, Dimensional’s Mark Gochnour and Jake DeKinder offered lessons from history.


Bulls, Bears, and Benefits of Stock Investing

The stock market’s ups and downs are unpredictable, but history supports an expectation of positive returns over the long term. For the best shot at the benefits the market can offer, stay the course. Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad… Read More


2nd Quarter Investor Letter

The first six months of 2020 saw the advent of the worst global public health crisis in a century—since the 1918 influenza pandemic. In response, the world locked down, putting its economy into a kind of medically induced coma. In this country, the immediate effects were (1) a savage and nearly instantaneous economic recession, accompanied… Read More


Updated: Relief for Retirement Account Owners

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners and/or beneficiaries. We’ll answer… Read More


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


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