News & Perspectives

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.

While talk of a recession can be discomforting, history shows us that often the worst has already passed. Trying to time the markets during recessionary periods may cause investors to miss out on brighter days ahead.

It’s important to remember that you don’t need an immeasurable amount of wealth to do the things you love as long as you prioritize what truly matters to you. Your long-term financial plan is one mechanism to help translate your money into happiness.

A historical analysis of US-domiciled equity funds has found no meaningful relationship between market volatility and outperformance by active managers. In other words, traditional active investments may give you more concern than comfort during market uncertainty.