Quarterly Commentary
The Path Forward: Keeping Focus Beyond the Headlines
NEWSQUARE CAPITAL LEADERSHIP TEAMDuring market turmoil, it can be challenging to keep the focus on the longer term, beyond the headlines. In this commentary, we look way back to see what happened to the markets during earlier, major events. The data shows that the impact tends to be short-lived. Read more about the resilience of the market here.
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The Best Benchmark Isn’t Always the S&P 500®
NEWSQUARE CAPITAL LEADERSHIP TEAMDo you view the S&P 500® Index as the relevant benchmark for your investments? In this Quarterly Commentary, we discuss why it may not be the best option and present what we believe is a better approach.
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Direct Indexing: The Next ETFs?
NEWSQUARE CAPITAL LEADERSHIP TEAMDirect Indexing is a strategy growing in popularity these days. Its biggest advantage is that it can reduce capital gains taxes. Thanks to important technological advances, it is now cost-effective for most investors.
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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...
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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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