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.
Rising tensions in the Middle East can threaten global energy supply. Conflicts in the region often involve key oil producers or infrastructure like refineries, pipelines, and shipping lanes. Disruptions can lead to short-term spikes in oil prices, and in past decades, prolonged events were sometimes enough to spark broader economic slowdowns. But today, the global economy, especially the U.S. economy, is more resilient.