Generated by All in One SEO v5.0.0.1, this is an llms.txt file, used by LLMs to index the site. # NewSquare Capital newsquarecapital.com ## Sitemaps - [XML Sitemap](https://www.newsquarecapital.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [INSIGHTS Old](https://www.newsquarecapital.com/insights_old/) - [Beyond the IPO: Investing Through the AI Shift](https://www.newsquarecapital.com/beyond-the-ipo-investing-through-the-ai-shift/) - Following the SpaceX IPO in June, AI is attracting a lot of attention from investors. Their reactions and emotions vary widely and include enthusiasm, concern, skepticism, hope, and fear. In this commentary, we provide our perspective on how to respond to the ongoing development of AI technologies as an investor. Following the SpaceX IPO in June, AI is attracting a lot of attention from investors. Their reactions and emotions vary widely and include enthusiasm, concern, skepticism, hope, and fear. In this commentary, we provide our perspective on how to respond to the ongoing development of AI technologies as an investor. - [The Best Benchmark Isn't Always the S&P 500®](https://www.newsquarecapital.com/the-best-benchmark-isnt-always-the-sp-500/) - [The Path Forward: Keeping Focus Beyond the Headlines](https://www.newsquarecapital.com/the-path-forward-keeping-focus-beyond-the-headlines/) - [It’s only a point: Lessons on investing from tennis great Roger Federer](https://www.newsquarecapital.com/its-only-a-point-lessons-on-investing-from-tennis-great-roger-federer/) - [Direct Indexing: The Next ETFs?](https://www.newsquarecapital.com/direct-indexing-the-next-etfs/) - [Management (featuring Joseph S. Rizzello & Ryan L. Kirk)](https://www.newsquarecapital.com/management-featuring-joseph-s-rizzello-ryan-l-kirk/) - [Controlling Losses with Risk Management (featuring Joseph S. Rizzello & Ryan L. Kirk)](https://www.newsquarecapital.com/controlling-losses-with-risk-management-featuring-joseph-s-rizzello-ryan-l-kirk/) - [Cutting Losses: A Major Key to Managing Risk](https://www.newsquarecapital.com/cutting-losses-a-major-key-to-managing-risk/) - [Common sense investing ideas - How changing allocations & chasing performance can hurt you! (Featuring Joseph S. Rizzello & Ryan L. Kirk)](https://www.newsquarecapital.com/common-sense-investing-ideas-how-changing-allocations-chasing-performance-can-hurt-you-featuring-joseph-rizzello-ryan-kirk/) - [Don’t forget: There’s more to investing—and the market—than tech stocks and the S&P 500®](https://www.newsquarecapital.com/dont-forget-theres-more-to-investing-and-the-market-than-tech-stocks-and-the-sp-500/) - [Presidential elections: What will be the impact on the market?](https://www.newsquarecapital.com/presidential-elections-what-will-be-the-impact-on-the-market/) - [Emotional Intelligence: Why can it make you a better investor?](https://www.newsquarecapital.com/emotional-intelligence-why-can-it-make-you-a-better-investor/) - [Lessons from a legend: How the wisdom—and the failures—of Jesse Livermore applies to investing in 2024 and beyond.](https://www.newsquarecapital.com/lessons-from-a-legend-how-the-wisdom-and-the-failures-of-jesse-livermore-applies-to-investing-in-2024-and-beyond/) - [Five things we’ve heard in 2023.](https://www.newsquarecapital.com/five-things-weve-heard-in-2023/) - [Technical and fundamental analysis: Bringing them together and playing the piano with both hands](https://www.newsquarecapital.com/technical-and-fundamental-analysis-bringing-them-together-and-playing-the-piano-with-both-hands/) - [Lessons from a legend: How the wisdom of Bernard Baruch applies to investing in 2023 and beyond.](https://www.newsquarecapital.com/lessons-from-a-legend-how-the-wisdom-of-bernard-baruch-applies-to-investing-in-2023-and-beyond/) - [Surprises and realities: Making sense of 2022](https://www.newsquarecapital.com/surprises-and-realities-making-sense-of-2022/) - [Don’t get fooled again: Three lessons from early 2023](https://www.newsquarecapital.com/dont-get-fooled-again-three-lessons-from-early-2023/) - [Winning by NOT Losing - Controlling Losses with Risk Management (featuring Joseph S. Rizzello & Ryan L. Kirk)](https://www.newsquarecapital.com/winning-by-not-losing-controlling-losses-with-risk-management-featuring-joseph-s-rizzello-ryan-l-kirk/) - [Sunshine is the Best Disinfectant (featuring Joseph S. Rizzello & Ryan L. Kirk)](https://www.newsquarecapital.com/sunshine-is-the-best-disinfectant-featuring-joseph-s-rizzello-ryan-l-kirk/) - [$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)](https://www.newsquarecapital.com/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/) - [Trillions of Dollars Later: The history, explanation, and success story of ETFs! (featuring Joseph S. Rizzello and Ryan L. Kirk)](https://www.newsquarecapital.com/trillions-of-dollars-later-the-history-explanation-and-success-story-of-etfs-featuring-joseph-s-rizzello-and-ryan-l-kirk/) - [What a Long, Strange Trip It’s Been – Our panel of portfolio managers discuss their outlook for 2023! (featuring Joseph S. Rizzello, Ryan L. Kirk, Miguel L. Biamon, and Lee S. Grout)](https://www.newsquarecapital.com/what-a-long-strange-trip-its-been-our-panel-of-portfolio-managers-discuss-their-outlook-for-2023-featuring-joseph-s-rizzello-ryan-l-kirk-miguel-l-biamon-and-lee-s-grout/) - [The Unprecedented Effects of COVID-19](https://www.newsquarecapital.com/the-unprecedented-effects-of-covid-19/) - [The Covid-19 Conundrum](https://www.newsquarecapital.com/the-covid-19-conundrum/) - [To Ace the Final Exam, Ask the Right Questions](https://www.newsquarecapital.com/to-ace-the-final-exam-ask-the-right-questions/) - [Turning the Page](https://www.newsquarecapital.com/turning-the-page/) - [Average returns are anything but ordinary](https://www.newsquarecapital.com/average-returns-are-anything-but-ordinary/) - [It's proven. It's simple. And yet, oh so hard!](https://www.newsquarecapital.com/its-proven-its-simple-and-yet-oh-so-hard/) - [Headed back to the office…or are we in the “fourth industrial revolution”?](https://www.newsquarecapital.com/headed-back-to-the-officeor-are-we-in-the-fourth-industrial-revolution/) - [The Miracle of Compounding](https://www.newsquarecapital.com/the-miracle-of-compounding/) - [A new global crisis: Focus on what you can control](https://www.newsquarecapital.com/a-new-global-crisis-focus-on-what-you-can-control/) - [Management of risk, not returns](https://www.newsquarecapital.com/management-of-risk-not-of-returns/) - [Navigating short-term challenges with an eye on the long term](https://www.newsquarecapital.com/let-us-not-lose-sight-of-the-longer-term-perspective/) - [Why use ETFs over mutual funds? The advantages are many. Two of them—lower costs and lower capital gains taxes—are hugely important.](https://www.newsquarecapital.com/why-use-etfs-over-mutual-funds-the-advantages-are-many-two-of-them-lower-costs-and-lower-capital-gains-taxes-are-hugely-important/) - [The Things Fund Managers Don’t Tell You](https://www.newsquarecapital.com/the-things-fund-managers-dont-tell-you/) - [Has today’s high-speed, high-tech stock market—and the sophisticated traders who seem to dominate it—rigged the system against small investors?](https://www.newsquarecapital.com/has-todays-high-speed-high-tech-stock-market-and-the-sophisticated-traders-who-seem-to-dominate-it-rigged-the-system-against-small-investors/) - [But Is Now a Good Time to Invest?](https://www.newsquarecapital.com/but-is-now-a-good-time-to-invest/) - [The typical investor can make poor decisions, driven in part by emotions. Don’t be typical.](https://www.newsquarecapital.com/the-typical-investor-can-make-poor-decisions-driven-in-part-by-emotions-dont-be-typical/) - [Busting Myths About Bonds: A Key Ingredient of a Diversified Portfolio](https://www.newsquarecapital.com/busting-myths-about-bonds-a-key-ingredient-of-a-diversified-portfolio/) - [Listening to the Market, Not the News](https://www.newsquarecapital.com/listening-to-the-market-not-the-news/) - [Keeping Our Focus on the Long Term](https://www.newsquarecapital.com/keeping-our-focus-on-the-long-term/) - [Reframing the “Inverted Yield Curve”](https://www.newsquarecapital.com/reframing-the-inverted-yield-curve/) - [Full Market Cycle Returns: The Best Way to Achieve Your Goals](https://www.newsquarecapital.com/full-market-cycle-returns-the-best-way-to-achieve-your-goals/) ## Pages - [Home](https://www.newsquarecapital.com/) - [Protected: Financial Advisor Portal](https://www.newsquarecapital.com/financial-advisor-portal/) - [STRATEGIES](https://www.newsquarecapital.com/strategies/) - [Legal](https://www.newsquarecapital.com/legal/) - [CLIENT LOGIN](https://www.newsquarecapital.com/client-login/) - [CONTACT US](https://www.newsquarecapital.com/contact-us/) - [INSIGHTS](https://www.newsquarecapital.com/insights/) - [Videos](https://www.newsquarecapital.com/videos/) - [ABOUT](https://www.newsquarecapital.com/about/) - [In The News](https://www.newsquarecapital.com/in-the-news/) - [Team](https://www.newsquarecapital.com/team/) - [Quarterly Commentary](https://www.newsquarecapital.com/quarterly-commentary/) - [Podcast](https://www.newsquarecapital.com/podcasts/) - [Investment Perspectives](https://www.newsquarecapital.com/investment-perspectives/) - [Profile](https://www.newsquarecapital.com/profile/) - [Reset Password](https://www.newsquarecapital.com/forgot-password/) - [Password Reset](https://www.newsquarecapital.com/reset-password/) - [wp reset](https://www.newsquarecapital.com/wp-reset/) - [Sample Page](https://www.newsquarecapital.com/sample-page/) - [Sample of Two Versions](https://www.newsquarecapital.com/sample-of-two-versions/) - [Financial Advisor Portal - DEMO](https://www.newsquarecapital.com/demo-financial-advisor-portal/) ## Team - [Lee S. Grout, CFA](https://www.newsquarecapital.com/team/lee-s-grout/) - [Andrew M. Zach](https://www.newsquarecapital.com/team/andrew-m-zach/) - [Joseph A. Naselli](https://www.newsquarecapital.com/team/joseph-a-naselli/) - [Courtney E. Horgan](https://www.newsquarecapital.com/team/courtney-e-horgan/) - [Tyler A. Pugliese](https://www.newsquarecapital.com/team/tyler-a-pugliese/) - [Andrew J. Curran](https://www.newsquarecapital.com/team/andrew-j-curran/) - [Ryan L. Kirk, CFA](https://www.newsquarecapital.com/team/ryan-l-kirk-cfa/) - [Kim Olsan](https://www.newsquarecapital.com/team/kim-olsan/) - [Christy L. Hart](https://www.newsquarecapital.com/team/christy-l-hart/) - [Joseph S. Rizzello](https://www.newsquarecapital.com/team/joseph-s-rizzello/) - [Morgan P. Murphy](https://www.newsquarecapital.com/team/morgan-p-murphy/) - [Joseph V. Del Raso](https://www.newsquarecapital.com/team/joseph-v-del-raso-2/) - [Ashley M. Romanoski](https://www.newsquarecapital.com/team/ashley-m-romanoski/) - [Tom Leonard](https://www.newsquarecapital.com/team/tom-leonard/) - [Joseph V. Naselli, Sr.](https://www.newsquarecapital.com/team/joseph-v-naselli-sr-2/) - [Jesse H. Daniels](https://www.newsquarecapital.com/team/jesse-h-daniels/) - [Tom Dorsey](https://www.newsquarecapital.com/team/tom-dorsey-2/) - [Gary E. Daniels](https://www.newsquarecapital.com/team/gary-e-daniels-2/) - [Tim Chisholm](https://www.newsquarecapital.com/team/tim-chisholm/) - [James H. Unger, CFP®](https://www.newsquarecapital.com/team/james-h-unger-cfp/) - [Shelley McGovern](https://www.newsquarecapital.com/team/shelley-mcgovern/) - [Miguel L. Biamon](https://www.newsquarecapital.com/team/miguel-l-biamon/) - [Matthew G. Wilson](https://www.newsquarecapital.com/team/matt-g-wilson/) ## In The News - [Why Bond Ladders Still Make Sense in an Unsettled Rate Market](https://www.newsquarecapital.com/in-the-news/why-bond-ladders-still-make-sense-in-an-unsettled-rate-market/) - [Direct Indexing Is Not New, But It Has Become Newly Essential](https://www.newsquarecapital.com/in-the-news/direct-indexing-is-not-new-but-it-has-become-newly-essential/) - [What 'Smart Defense' Actually Means in Practice](https://www.newsquarecapital.com/in-the-news/what-smart-defense-actually-means-in-practice/) - [The Real Benchmark Isn’t the S&P 500. It’s Your Client’s Plan.](https://www.newsquarecapital.com/in-the-news/the-real-benchmark-isnt-the-sp-500-its-your-clients-plan/) - [Understanding Risk and Reward in Fixed Income Investing](https://www.newsquarecapital.com/in-the-news/understanding-risk-and-reward-in-fixed-income-investing-2/) - [Managing Emotions is Key to Successful Outcomes](https://www.newsquarecapital.com/in-the-news/managing-emotions-is-key-to-successful-outcomes/) - ['Doing Something' Because of Volatility Can Hurt You: Portfolio Manager Recommends Doing This Instead.](https://www.newsquarecapital.com/in-the-news/doing-something-because-of-volatility-can-hurt-you/) - [A 'just right' moment for munis](https://www.newsquarecapital.com/in-the-news/a-just-right-moment-for-munis/) - [Revisiting Direct Indexing in 2025](https://www.newsquarecapital.com/in-the-news/revisiting-direct-indexing-in-2025/) - [How To Help Advisors Amid A Turbulent Market](https://www.newsquarecapital.com/in-the-news/how-to-help-advisors-amid-a-turbulent-market/) - [How Good Advisers Manage Risk in Challenging Markets](https://www.newsquarecapital.com/in-the-news/how-good-advisers-manage-risk-in-challenging-markets/) - [Trump Tariffs Have Shaken Up Markets. How Investment Pros Are Playing Bonds Now.](https://www.newsquarecapital.com/in-the-news/trump-tariffs-have-shaken-up-markets-how-investment-pros-are-playing-bonds-now/) ## 3D FlipBook - [NSC Story Web Spreads](https://www.newsquarecapital.com/3d-flip-book/nsc-story-web-spreads/) - [NSC Story Web Pages](https://www.newsquarecapital.com/3d-flip-book/nsc-story-web-pages/) ## Episode - [Episode # 1](https://www.newsquarecapital.com/podcast/episode-1/) - [Episode # 3](https://www.newsquarecapital.com/podcast/episode-3/) - [Episode # 2](https://www.newsquarecapital.com/podcast/episode-2/) - [Episode # 4](https://www.newsquarecapital.com/podcast/episode-4/) - [Episode # 5](https://www.newsquarecapital.com/podcast/episode-5/) ## Categories - [Quarterly Commentary](https://www.newsquarecapital.com/category/quarterly-commentary/) - [Investment Perspectives](https://www.newsquarecapital.com/category/investment-perspectives/) - [Podcast](https://www.newsquarecapital.com/category/podcasts/) - [Videos](https://www.newsquarecapital.com/category/videos/) - [LinkedIn](https://www.newsquarecapital.com/category/linkedin-page/) ## Team Categories - [Advisory board](https://www.newsquarecapital.com/team-cat/advisory-board/) - [Our Team](https://www.newsquarecapital.com/team-cat/our-team-member/) ## News Taxonomy - [Article](https://www.newsquarecapital.com/news-taxonomy/article/) ## Podcasts - [NewSquare Capital](https://www.newsquarecapital.com/podcasts/newsquare-capital/)