INVESTMENT PERSPECTIVES
We’re avid readers with curious minds who love to share our insights and perspectives.
Investment Perspectives July 31, 2019

The typical investor can make poor decisions, driven in part by emotions. Don’t be typical.

JOSEPH S. RIZZELLO | Chairman, NewSquare Capital RYAN L. KIRK, CFA | Portfolio Manager, NewSquare Capital

As investors, we are all susceptible to emotional impulses that can drive counterproductive behaviors and poor outcomes.

Here are some ways to avoid these all-too-common mistakes.

Read now
Investment perspectives December 12, 2019

Busting Myths About Bonds: A Key Ingredient of a Diversified Portfolio

MIGUEL L. BIAMON | Senior Fixed Income Portfolio Manager

What you should know about bonds, why some misconceptions exist, and how bonds can set your portfolio up for the long-term—especially through volatile times.

Read now
Investment perspectives April 30, 2019

Has today’s high-speed, high-tech stock market—and the sophisticated traders who seem to dominate it—rigged the system against small investors?

JOSEPH S. RIZZELLO | Chairman, NewSquare Capital RYAN L. KIRK, CFA | Portfolio Manager, NewSquare Capital

High-frequency traders, “algos,” and the electronic market structure aren’t to blame for the market’s swings. They haven’t changed the heart of investing, either. They’ve just made it faster, more efficient, and cheaper. And that’s a good thing.

Read now
Investment Perspectives March 3, 2020

But Is Now a Good Time to Invest?

JOSEPH S. RIZZELLO | Chairman, NewSquare Capital RYAN L. KIRK, CFA | Portfolio Manager, NewSquare Capital

Many investors worry about when to enter the market, whether markets are up or down. If you’ve got money to invest, here’s how to think through when (and how) to put it to work.

Read now
QUARTERLY COMMENTARY
Each quarter, we review the market and present fresh perspectives on topics that engage our community of informed investors.
Quarterly Commentary Q3 2021

Headed back to the office…or are we in the “fourth industrial revolution”?

NEWSQUARE COMMUNITY LEADERSHIP

Brought on by the pandemic, and enabled by technology, work from home has become the new reality for so many. Is it here to stay, or will workers be heading back to the office in droves? In this Quarterly Commentary, we review some perspectives on this issue that impacts our lives, the economy, and our portfolios.

Read now
Quarterly Commentary Q2 2021

It’s proven. It’s simple. And yet, oh so hard!

NEWSQUARE COMMUNITY LEADERSHIP

We are struck by two facts when studying data from more than 150 years of investing: The investment principles that have withstood the test of time are pretty simple, yet the average investor tends to not heed...

Read now
Quarterly Commentary Q1 2021

Average returns are anything but ordinary

NEWSQUARE COMMUNITY LEADERSHIP

A look back at almost a century of market returns reveals average returns are anything but ordinary. How can that be? What does that mean for me as an investor? Read how we can all learn from...

Read now
Quarterly Commentary Q4 2020

Turning the Page

NEWSQUARE COMMUNITY LEADERSHIP

In 2020, no matter what you were invested in, there may have been times when you felt like a genius, and others when you felt like a fool. We review how areas of the market performed in...

Read now
Quarterly Commentary Q3 2020

To Ace the Final Exam, Ask the Right Questions

NEWSQUARE COMMUNITY LEADERSHIP

We think we can agree that the market has tested us this year. How, in times like this, can we remain confident as investors? We believe it starts with asking the right questions.

Read now
Show more

Stay up to date and don’t miss any insights

Receive our Quarterly Commentary and Investment Perspectives as soon as they’re published.
We’ll never sell your email address or send you spam.