Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

How to Utilize Bank Improvements

How to Utilize Bank Improvements

Managing day-to-day transactions can be cumbersome for any business owner. Busy clients usually have busy books and little time to manage their bank feeds, so ensuring that the bank feed captures all of the day-to-day transactions is important. Luckily, the […]

How to Utilize Bank Improvements

categories: Dynamics 365

How to Utilize Bank Improvements

Managing day-to-day transactions can be cumbersome for any business owner. Busy clients usually have busy books and little time to manage their bank feeds, so ensuring that the bank feed captures all of the day-to-day transactions is important. Luckily, the […]

How Do I Reduce My Taxes?

categories: Wealth

tags: Financial Management // tax planning

How Do I Reduce My Taxes?

By Clayton Johnson, CFP® Tax planning is an essential aspect of personal finance and business management. With the appropriate strategies, you can legally minimize your tax liabilities and keep more of your hard-earned money. Here are 5 tax planning strategies to […]

Does the US reaching its debt ceiling impact stock markets?

categories: Wealth

tags: Investing // Wealth

Does the US reaching its debt ceiling impact stock markets?

MARKETS & ECONOMY President Biden’s State of the Union address on February 7th highlighted some of the most consequential topics for the United States at the beginning of 2023. One of the more divisive issues is that of the US […]

This Has Been a Test: Developing a Financial Plan You Can Stick With

categories: Wealth

tags: retirement // Wealth

This Has Been a Test: Developing a Financial Plan You Can Stick With

MARKETS & ECONOMY | PLANNING FOR RETIREMENT By David Booth, Executive Chairman and Founder of Dimensional Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global […]

2022 Market Summary (VIDEO)

categories: Wealth

tags: Investing // Wealth

2022 Market Summary (VIDEO)

MARKETS & ECONOMY 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. TRANSCRIPT: Clayton: Hi, I’m Clayton from Squire Wealth Advisors and with me today I […]

Top 5 Tax Planning Ideas 2022 (VIDEO)

categories: Wealth

tags: tax planning // Wealth

Top 5 Tax Planning Ideas 2022 (VIDEO)

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What did we learn about investing in 2022?

categories: Wealth

tags: Investing // Wealth

What did we learn about investing in 2022?

HOW TO INVEST MARKETS & ECONOMY As we approach the end of another trip around the sun, this seems like an opportune time to reflect on the past year as it relates to our investment journeys. Noteworthy events and outcomes of […]

Health Savings Accounts Fill Multiple Tax Needs

categories: Wealth

tags: retirement // Wealth

Health Savings Accounts Fill Multiple Tax Needs

FINANCIAL MANAGEMENT PLANNING FOR RETIREMENT The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans (HDHPs) to save for medical […]

The stock markets seem to be doing a little better, but I’m still hearing talk about a recession. Should I be worried?

categories: Wealth

tags: Investing // Wealth

The stock markets seem to be doing a little better, but I’m still hearing talk about a recession. Should I be worried?

MARKETS & ECONOMY Equity markets have seen a much-welcomed reprieve recently with broad US, International, and Emerging Market indices up 11.6%, 15.3% and 6.9% QTD through 11/11/20221. However, looming recession headlines continue to spark angst with investors, who may be […]

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