INSIGHTS
Actionable insights for curious investors
Podcast
The Wall Street Less Traveled podcast: Where you can hear NewSquare Capital’s fresh and timely perspectives, updates, and ideas on relevant investment topics.
Episode #6

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

Risk in investing is a given. That’s why risk management is a critical, integral, and explicit part of what we do.

Listen as Joseph S. Rizzello, Chairman and CEO, and Ryan L. Kirk, President and Head of Portfolio Management, talk about how playing strong defense can help you win by not losing.

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Episode #5

Sunshine 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

NewSquare’s Joseph S. Rizzello, Chairman and CEO, and Ryan L. Kirk, President and Head of Portfolio Management, share remarkable data on how investor behavior can lead to significant underperformance.
The adage “Sunshine is the best disinfectant” reminds us to search for the truth through data. The study referenced here, and the insight Joseph and Ryan share, provide a powerful tool for investors.

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Episode #4

$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

What happened at Silicon Valley Bank (SVB), and what does it mean? Here, the investment team at NewSquare Capital provides explanations, perspectives, and lessons learned from the collapse of SVB. Listen as:
    • Joseph S. Rizzello, Chairman and CEO
    • Ryan L. Kirk, CFA, President and Head of Portfolio Management
    • Lee S. Grout, CFA, Senior Portfolio Manager, and
    • Miguel L. Biamon, Senior Fixed Income Portfolio Manager
put it all in context as the details unfold.

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Episode #3

Trillions 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

Are Exchange-Traded Funds (ETFs) one of the greatest investment vehicles ever invented? In this episode, we touch on the history of ETFs, discuss the many benefits they offer over mutual funds, and describe how and why NewSquare Capital uses ETFs in many of our investment strategies.

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