Securing Your Retirement

September 21st, 2020  // Recommended Reading

By McKay Lindsey, 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

September 10th, 2020  // 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

August 24th, 2020  // 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

August 13th, 2020  // 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

2nd Quarter Investor Letter

July 17th, 2020  // Recommended Reading

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

July 10th, 2020  // Recommended Reading

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

May 26th, 2020  // 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

2020 Q1 Market Update

April 29th, 2020  // Recommended Reading

The journey to achieving your long-term wealth goals follows a road that is not always smooth, clear, or free of debris. Sometimes the market and the world at large will litter our path with obstacles for us to overcome. Global markets have been experiencing increased volatility which comes in stark contrast to the even, steady… Read More

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

April 27th, 2020  // Recommended Reading

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

5 Mistakes to Avoid in a Bear Market

April 24th, 2020  // Recommended Reading

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

  • Contact us

  • This field is for validation purposes and should be left unchanged.
Contact Us