INVESTMENT PERSPECTIVES
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 CapitalAs 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.
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Busting Myths About Bonds: A Key Ingredient of a Diversified Portfolio
MIGUEL L. BIAMON | Senior Fixed Income Portfolio ManagerWhat 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.
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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 CapitalHigh-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.
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But Is Now a Good Time to Invest?
JOSEPH S. RIZZELLO | Chairman, NewSquare Capital RYAN L. KIRK, CFA | Portfolio Manager, NewSquare CapitalMany 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 nowQUARTERLY COMMENTARY
To Ace the Final Exam, Ask the Right Questions
NEWSQUARE COMMUNITY LEADERSHIPWe 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.
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The Covid-19 Conundrum
NEWSQUARE COMMUNITY LEADERSHIPThe 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?
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The Unprecedented Effects of COVID-19
NEWSQUARE COMMUNITY LEADERSHIPWith 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?
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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 LEADERSHIPETFs 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...
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Full Market Cycle Returns: The Best Way to Achieve Your Goals
NEWSQUARE COMMUNITY LEADERSHIPHow 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?
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Reframing the “Inverted Yield Curve”
NEWSQUARE COMMUNITY LEADERSHIPAn “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.
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The Things Fund Managers Don’t Tell You
NEWSQUARE COMMUNITY LEADERSHIPWe believe there is a lot fund managers don’t say often enough. Here are some truths about investing.
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Keeping Our Focus on the Long Term
NEWSQUARE COMMUNITY LEADERSHIPIn 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...
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Listening to the Market, Not the News
NEWSQUARE COMMUNITY LEADERSHIPFocusing 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.
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