Quarterly Commentary
Videos
Podcast
Investment Perspectives
Quarterly Commentary
It’s only a point: Lessons on investing from tennis great Roger Federer
NEWSQUARE CAPITAL LEADERSHIP TEAMIn investing, what can we learn from the world’s very best athletes about achieving success despite setbacks? We are inspired by a commencement speech by Roger Federer, where he explains the focus, mindset, and discipline that helped him become one of the all-time greats of tennis. So much of this applies to investing!
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Cutting Losses: A Major Key to Managing Risk
NEWSQUARE CAPITAL LEADERSHIP TEAMWe focus on the critical importance of cutting your losses quickly and deliberately to manage risk. How much can such downside protection matter? Significantly!
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Don’t forget: There’s more to investing—and the market—than tech stocks and the S&P 500®
NEWSQUARE CAPITAL LEADERSHIP TEAMLarge-cap growth stocks have dominated the market for years. Will it last? Not forever. Historically, small- and mid-caps tend to outperform over long periods of time. When the shift comes, are you prepared?
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Presidential elections: What will be the impact on the market?
NEWSQUARE CAPITAL LEADERSHIP TEAMEmotions are running high in the run-up to the election. Investors wonder: How will the outcome impact my investments? We have looked back at the facts from previous elections and provide our perspective.
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Lessons from a legend: How the wisdom—and the failures—of Jesse Livermore applies to investing in 2024 and beyond.
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Videos
Podcast
Winning by NOT Losing – Controlling Losses with Risk Management (featuring Joseph S. Rizzello & Ryan L. Kirk)
JOSEPH S. RIZZELLO | Chairman, NewSquare Capital RYAN L. KIRK CFA | Portfolio Manager, NewSquare Capital Read nowSunshine is the Best Disinfectant (featuring Joseph S. Rizzello & Ryan L. Kirk)
JOSEPH S. RIZZELLO | Chairman, NewSquare Capital RYAN L. KIRK CFA | Portfolio Manager, NewSquare Capital Read now$212 Billion in risk management lessons from the Silicon Valley Bank collapse (featuring Joseph S. Rizzello, Ryan L. Kirk, Miguel L. Biamon & Lee S. Grout)
JOSEPH S. RIZZELLO | Chairman, NewSquare Capital RYAN L. KIRK CFA | Portfolio Manager, NewSquare Capital Read nowTrillions of Dollars Later: The history, explanation, and success story of ETFs! (featuring Joseph S. Rizzello and Ryan L. Kirk)
JOSEPH S. RIZZELLO | Chairman, NewSquare Capital RYAN L. KIRK CFA | Portfolio Manager, NewSquare Capital Read now
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.
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