Historically, the broad stock market has often been positive even at the start of economic recessions. But what about small cap stocks? Conventional wisdom holds that smaller companies often bear the brunt of economic downturns. So, what does the data tell us about the size premium when gross domestic product growth slows?
Rather than going it alone, consider reaching out to a financial advisor when markets become unpredictable. Their insight, experience, and strategic perspective can help you make decisions with confidence—not just in spite of market volatility, but because of it.
A sweeping new tax bill—officially called the “One Big Beautiful Tax Bill”—has passed, bringing a mix of extensions, updates, and brand-new provisions that could shape your tax planning and financial strategy in the years ahead.
Squire Wealth Advisors hosted our quarterly webinar series with Brian Haywood from Focus Partne. We discussed the current state of the market and what investors need to know.
Markets took investors on an up-and-down ride during a volatile first half of the year, with notable swings coming amid uncertainty about the impact of tariffs on the US and the global economy.
For individuals with significant wealth, privacy concerns, multiple real estate properties, or complex family dynamics, a revocable trust is often the preferred tool. A will is often suitable for those with minimal assets and who won’t mind the probate process.