What Happens When You Die Without a Will?

January 11th, 2021  // Recommended Reading

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!

December 22nd, 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

Monthly Investor Letter— November 2020

November 17th, 2020  // Recommended Reading

This year isn’t the first time Election Day has come and gone without a confirmed winner. Think back to the “hanging chad” in Florida that caused a weeks-long examination of the results in that presidential race. Of course, a different set of circumstances is driving this year’s election uncertainty. Because of the global COVID-19 pandemic,… Read More

Securing Your Retirement

September 21st, 2020  // Recommended Reading

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

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

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