Squire Wealth Advisors

Replace guesswork with planning, costs with efficiencies, and emotions with evidence.

[Squire @SquireCPA]

🌟 Join Us for Our Open House! 🌟
📍 Salt Lake City: Sep 19
📍 Orem: Sep 26
Discover finance opportunities, food, fun games, and prizes! 🎉
👉 RSVP link in comments. Can’t wait to see you!

#Squire #SquireTax #SquireAudit #SquireAdvisory #Careers #AccountingJobs #Networking

[Squire Wealth Advisors @SquireWealth]

@SquireCPA RSVP Here: Click the date of your choice! https://t.co/Gs5K8n3tVE

[Squire @SquireCPA]

Think your taxes will shrink in retirement? Think again! 📊 Discover hidden tax traps for Boomers.

👉 Read more: https://t.co/yduEZ5sJmE

#RetirementPlanning #TaxStrategy #Boomers #FinancialWellness #Taxes #SquireTax #WealthAdvisory #WealthManagement #FinancialWellbeing

[Wade Watkins @wadewatkins]

Even a small NIL payout can be a game changer if handled well, which means gaining a perspective on money and investing, practicing good habits, and making informed decisions. #SquireWealth https://t.co/TyHcOxoWfC

[Squire Wealth Advisors @SquireWealth]

Stocks and bonds have rewarded investors who can look past the headlines and remain disciplined over the long term. https://t.co/yNJuFExBBK

[Squire Wealth Advisors @SquireWealth]

Join us in congratulating our team members, Laramie Markham and Sierra Hoggatt, on receiving their CPA DOPL licenses! This is a significant achievement and a testament to your hard work and dedication. We're proud you're part of the Squire family! 🙌👏

#CPA #Accounting #AICPA

[Squire Wealth Advisors @SquireWealth]

There seems to be a lot of uncertainty around the impact of President Trump’s Tariff Strategy. While short-term market performance can be frustrating, it’s important to keep a long-term focus and perspective. #stockmarket #tariffs https://t.co/6Ortt6hpF1

[Squire Wealth Advisors @SquireWealth]

Investing, like a roller coaster, has its ups and downs. One minute, you’re climbing higher, and the next, a sudden decline makes your stomach drop. A few reminders can help investors to relax amid the turbulence. #investing https://t.co/XMxJNjFjg3

[Squire Wealth Advisors @SquireWealth]

💡Did you know that investing is a unique blend of science, art, and practice?

In this insightful article, discover how these three elements intersect to help you make informed investment decisions.

https://t.co/KAXBfLrujb

#investing #wealthmanagement #financialplanning

[Squire Wealth Advisors @SquireWealth]

Navigating the tax implications after the loss of a spouse is crucial for securing your financial future. Understanding filing status options, basis adjustments on inherited assets, and home sale exclusions can significantly impact your tax obligations. https://t.co/QGyh0SWckZ

[Squire Wealth Advisors @SquireWealth]

Choosing the right retirement account can feel overwhelming; our latest blog breaks down Traditional IRAs and Roth IRAs, covering tax advantages, withdrawal rules, and which might be the best fit for your goals.
https://t.co/2DtsDyjBks

[Squire Wealth Advisors @SquireWealth]

Worried about tariffs and stagflation? Economic headlines can be unnerving, but they shouldn’t dictate your investment strategy. Learn why staying focused on long-term goals is key: https://t.co/4cGAXr31DX #WealthManagement #Investing

[Squire Wealth Advisors @SquireWealth]

US small-value stocks underperformed large growth stocks by about 4.5% per year over the past five years. Some investors have asked what went wrong with small value. The story is more about what went anomalously right for large growth. https://t.co/7Q7BciELGD

[Squire Wealth Advisors @SquireWealth]

It’s never too late to start saving! While starting late may feel daunting, here are some effective strategies to maximize your retirement savings and catch up on your financial goals. https://t.co/AW1ZkbIoVb

[Squire Wealth Advisors @SquireWealth]

Big things are ahead in 2025! 🚀 From insightful financial workshops to engaging events, we’ve got an exciting year planned. Take a look at what’s coming, and join us on the journey! 👇https://t.co/Kde8TBvjza

[Squire Wealth Advisors @SquireWealth]

It is important to understand how your portfolio may differ from market benchmarks. Speak with your wealth advisor if you have questions about your portfolio allocation and whether you’re on track to meet your goals. https://t.co/NlooXMfQCV

[Squire Wealth Advisors @SquireWealth]

🗓 Mark your calendars— We hope to see you at our Open House (Office) on Feb. 4!

#Squire #Accounting #CPA #FinancialServices #Wealth #Audit #Advisory #Tax #FinancialAdvisory #WealthManagement #TaxPlanning #AuditServices

[Squire Wealth Advisors @SquireWealth]

Join us on January 17 for our State of the Market Webinar featuring Scott McFarland from Buckingham Strategic Wealth. We’ll cover quarterly data, market trends, and what lies ahead! 😎

Register today https://t.co/Ik5OdjeCXG

[Squire Wealth Advisors @SquireWealth]

When you start to feel that you have an investment plan that protects you against catastrophe, you can start to feel better. That’s why it’s important to have a process you trust, which means a process you understand. #Investing https://t.co/N0srx9wfFF

[Squire Wealth Advisors @SquireWealth]

💪 Not a flex post…But if it was, it’s because @UtahBusiness named us one of 2024’s Best Companies to Work For (and 7th consecutive year of being one of the best)!

#Squire #FinancialServices #FinancialPlanning

[Squire @SquireCPA]

We're thrilled to be named one of the Best Companies to Work For by @Utah Business! We're so proud because what makes our company remarkable are the energetic people who give our clients the best service and outcomes. 🤩

#BestCompaniesToWorkFor #Squire #FinancialServices