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 Q2 2020

The Covid-19 Conundrum

NEWSQUARE COMMUNITY LEADERSHIP

The first half of 2020 has been one of wild fluctuations in the markets: sharp declines in the first quarter followed by a rally in the second. So, what’s next?

Read now
Quarterly Commentary Q1 2020

The Unprecedented Effects of COVID-19

NEWSQUARE COMMUNITY LEADERSHIP

With a spillover into the markets of unprecedented volatility, investors worry what the future holds. When will the stability and clarity we seek replace the current uncertainty, bad news, and confusion?

Read now
Quarterly Commentary Q4 2019

Why use ETFs over mutual funds? The advantages are many. Two of them—lower costs and lower capital gains taxes—are hugely important.

NEWSQUARE COMMUNITY LEADERSHIP

ETFs tend to have lower expense ratios than mutual funds. Perhaps it is not obvious that ETFs can be much more tax efficient than mutual funds. Those tax savings can have a sizable effect on your investment...

Read now
Quarterly Commentary Q2 2019

Full Market Cycle Returns: The Best Way to Achieve Your Goals

NEWSQUARE COMMUNITY LEADERSHIP

How an investment behaves over a full market cycle is what matters to true long-term investors. Yet much of investor communication, from most fund managers and the press alike, focuses on the short term. Why?

Read now
Quarterly Commentary Q3 2019

Reframing the “Inverted Yield Curve”

NEWSQUARE COMMUNITY LEADERSHIP

An “inverted yield curve” can be associated with negative economic circumstances. As a result, it is often news head-line material when it occurs. Does it signal an impending recession? Not so fast; there’s more to the story.

Read now
Quarterly Commentary Q1 2019

The Things Fund Managers Don’t Tell You

NEWSQUARE COMMUNITY LEADERSHIP

We believe there is a lot fund managers don’t say often enough. Here are some truths about investing.

Read now
Quarterly Commentary Q4 2018

Keeping Our Focus on the Long Term

NEWSQUARE COMMUNITY LEADERSHIP

In the middle of the correction, one simple sentence from Josh Brown, CEO of Ritholtz Wealth Management, resonated with us: “Investors with capable human advisors aren’t panicking,” he tweeted. Indeed, this is not the time to panic...

Read now
Quarterly Commentary Q3 2018

Listening to the Market, Not the News

NEWSQUARE COMMUNITY LEADERSHIP

Focusing on day-to-day events and the news headlines can have an emotional impact on investors. It can drive rash decisions, which often adversely impacts long-term investor outcomes. Instead, focus on what the market is signaling.

Read now

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.