Recommended Reading Archives - Squire Wealth Advisors

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

Monthly Investor Letter— September 2020

Recommended By Squire // September 10, 2020 // News, Recommended Reading

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

Recommended By Squire // August 24, 2020 // News, Recommended Reading

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

Recommended By Squire // August 13, 2020 // News, Recommended Reading

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

Investor Letter – May 2020

Recommended By Squire // May 26, 2020 // News, Recommended Reading

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

5 Mistakes to Avoid in a Bear Market

Recommended By Wayne Barben // April 24, 2020 // Recommended Readingbear market, stock market

The attack on your stock holdings came quickly this time, but it’s never too late to dust off your bear market survival kit. Surviving a steep stock market slide is often more about riding out the storm than running away from trouble. By bear market standards, the recent sell-off was super-fast. It took 16 days for… Read More

Q1 2020 Market Commentary

Recommended By Squire // April 9, 2020 // News, Recommended ReadingQ1, stock market

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

Why long-term investors should never sell stocks in a panic

Recommended By Wayne Barben // March 27, 2020 // Recommended Readinglong-term investing strategy, panic, stocks

During times of extreme volatility, many strategists say avoid panic selling. “The adage “keep calm and carry on” might, in the end, be the best advice for investors to follow during times of extreme market volatility such as the present. While it might seem counterintuitive to sit back and relax while stocks post swift and… Read More