Recommended Reading Archives - Squire Wealth Advisors

If the Market is at an all-time high, is now a good time to invest?

Recommended By Squire // April 7, 2021 // Recommended Reading

On February 19, 2020 the S&P 500 Index hit an all-time high, closing at 3,386.15 as part of a historic bull run that started on March 9, 2009. Over the next 23 trading days the index fell nearly 34%, amidst the uncertainty stemming from the COVID-19 outbreak. Fast forward to August 18th and you’ll see… Read More

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Recommended By Squire // March 31, 2021 // Recommended Reading

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and… Read More

Why Are Small Cap and Value Stocks Outperforming As of Late?

Recommended By Squire // March 24, 2021 // Recommended Reading

When you’re shopping for toothpaste, you might check the price tag before heading to the counter to make the purchase. If you happen to find a 12oz tube of Colgate for $4 and a 12oz tube of Crest for $3, odds are you are going to go with the Crest – its human nature to… Read More

Revisiting the 4% Rule

Recommended By Squire // March 9, 2021 // Recommended Readingretirement

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifestyle. For… Read More

What are SPACs?

Recommended By Squire // March 2, 2021 // Recommended Reading

Former NBA champion Shaquille O’Neal, former Speaker of the House Paul Ryan, hedge fund manager Bill Ackman, tennis legend Serena Williams and former MLB player Alex Rodriguez all have one thing in common, they are all involved with Special Purpose Acquisition Companies (SPACs). The hot new craze has caught Wall Street’s attention, and seemingly the… Read More

Isn’t Investing in the Stock Market Just Gambling?

Recommended By Squire // February 16, 2021 // Recommended Readinginvesting, stock market

It should come as no surprise that the biggest football game of the year ranks as one of the most popular events to gamble on. The American Gaming Association estimates that over 23 million people in the US will wager around $4.3 billion on the big game.1 It should also come as no surprise that… Read More

2020 Year End Commentary

Recommended By Squire // January 25, 2021 // Monthly Investor Letter, Recommended Reading2020, Year-End

A Taoist story tells of an old man who accidentally fell into the river rapids leading to a high and dangerous waterfall. Onlookers feared for his life. Miraculously, he came out alive and unharmed downstream at the bottom of the falls. People asked him how he managed to survive. “I accommodated myself to the water,… Read More

What Happens When You Die Without a Will?

Recommended By Squire // January 11, 2021 // News, Recommended ReadingEstate Planning, Wills

Tony Hsieh, former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months prior, Hsieh retired from his position as CEO of Zappos with an estimated net worth of $840 million.1 Since his death, his family has determined he died intestate, meaning he had no will…. Read More

It’s Been a Crazy Year!

Recommended By Squire // December 22, 2020 // Recommended Reading

Can you think of a crazier year than 2020? The beginning of this new decade has injected a substantial amount of uncertainty about what the future holds and how we can best navigate it, and financial markets have been quick to price, and reprice, the barrage of new information. Let’s look at two considerable sources… Read More

Securing Your Retirement

Recommended By Squire // September 21, 2020 // Recommended Readingretirement

By McKay Lindsey, mckayl@squire.com As much as you love your job, you’re probably not going to want to work for the rest of your life. With the number of years the average American spends in retirement at an all-time high, in addition to figuring out how to fill your time, you need to consider how you’re going… Read More