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

Q1 2020 Market Commentary

April 9th, 2020  // Recommended Reading

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

March 27th, 2020  // Recommended Reading

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

When you sell during a panic you may miss the market’s best days

March 24th, 2020  // Recommended Reading

Bank of America said to “avoid panic selling,” since stocks’ best days usually follow the worst. Read more here: https://www.cnbc.com/2020/03/07/when-you-sell-during-a-panic-you-may-miss-the-markets-best-days.html

Nine Points to Consider on the Outlook for Equities- Larry Swedroe

March 20th, 2020  // Recommended Reading

Given the volatility in the financial markets beginning the week of February 20th, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is my take on those topics. At the beginning of 2020, the U.S. economy was in… Read More

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