Quarterly Commentary
Technical and fundamental analysis: Bringing them together and playing the piano with both hands
NEWSQUARE CAPITAL LEADERSHIP TEAMIn investment research, the two main schools of thought are fundamental and technical analysis. In this Quarterly Commentary, we explain why using both is the best approach. We explain how they differ and list the pros and cons of each.
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Don’t get fooled again: Three lessons from early 2023
NEWSQUARE CAPITAL LEADERSHIP TEAMSince the world shut down in March 2020 in response to the pandemic, investors have lived through a remarkable number of historic, unprecedented, and largely unexpected events. We know there are valuable lessons to be learned.
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Surprises and realities: Making sense of 2022
NEWSQUARE CAPITAL LEADERSHIP TEAMFor investors, 2022 was a very challenging year. In fact, one of the worst on record. Why? Let's take a look back at the surprises and realities we were served and put them in a historical perspective.
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Navigating short-term challenges with an eye on the long term
NEWSQUARE CAPITAL LEADERSHIP TEAMIt’s been choppy lately, for sure, but let us not lose sight of the longer-term perspective: We have been here before, and this, too, is likely to lead to opportunities, like downturns have so many times before.
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Management of risk, not returns
NEWSQUARE CAPITAL LEADERSHIP TEAMIt is a message we have taken to heart from famed investor Benjamin Graham, the “father of value investing.” He experienced significant losses in the crash of 1929 and its aftermath, yet outperformed the market due to...
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