News & Perspectives

Here's our take on what happened in the markets in 2022, and how a long-term plan can help you regardless of what happens in 2023.

As we start 2023, let’s remember the lessons of the past three years. Let’s develop—and stick to—plans that take us through the short-term ups and downs of market fluctuations so we can capture the long-term benefits of human ingenuity.

While uncharted territory may test our investment fortitude in the heat of the moment, it's important to have a set of principles to refer to in these uncomfortable times.

Squire Wealth Advisors and Squire & Company, PC team up in this video to bring you their top 5 tax planning ideas for 2022.

An HSA can act as more than just a vehicle to pay medical expenses; it can also serve as a retirement account. For some taxpayers who have maxed out their retirement plan options, an HSA provides them with another resource for retirement savings – one that isn’t limited by income restrictions in the way that IRA contributions sometimes are.

If your traditional IRA is invested in stocks and/or mutual funds, the recent substantial downward slide by the stock markets may provide a unique opportunity to convert your traditional IRA to a Roth IRA at a low cost, and then benefit when the markets recover.