News & Perspectives

Are you ignoring your future retirement needs? That tends to happen when you are younger, retirement is far in the future, and you believe you have plenty of time to save for it.

Every individual in the workforce has thought about retirement at one point in time or another. Depending on how advanced you are in your career, preparing for retirement might be at the forefront of your mind now more than ever. But how often does one consider the emotional side of this critical next stage in life? While this process can feel daunting at times, talking to an advisor can help.

An investment process with the flexibility to rebalance continuously through time can maintain asset class exposures more consistently (potentially capturing premiums more reliably) and potentially avoid unnecessary costs.

Squire Wealth Advisors 10-minute take on what happened in the markets in the second quarter of 2023.

The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate. Those with diversified portfolios of equities and fixed income were in a good position to benefit from both assets’ advances at the year’s midway point, a welcome turn from last year’s broad declines.

The first half of the year has given investors plenty to process—from banking turmoil to the debt ceiling debate. Nevertheless, those with diversified portfolios of equities and fixed income were in a good position to benefit from both asset classes’ advances at the year’s midway point, a welcome turn from last year’s broad declines.