Client Login

Material Changes

by | Dec 2, 2020 | Uncategorized

Material Changes to ADV Brochure It is our responsibility to inform you if there have been any material changes to our Disclosure Brochure found here. Since our last annual updating amendment, we have the following to report: Andrew Ceisler, Principal and Director,...

Strategies

by | Oct 16, 2020 | Uncategorized

Strategies Driven by the belief that there is a better way to help individuals and families invest and plan for their future. Managed Volatility Strategies Focused on creating a more comfortable and confident client experience through our proprietary technology and...
Sailing With Blinders On

Sailing With Blinders On

by | Sep 6, 2020 | Blog, Uncategorized

The Blueprint Sailing With Blinders On Investing in a Guidance-Less World Markets are sailing around all-time highs, but without guidance could there be rough seas ahead? Typically, when a company hosts an earnings call it will issue what is referred to as...
The FAAMG Effect

The FAAMG Effect

by | Aug 11, 2020 | Blog, Uncategorized

The Blueprint The FAAMG Effect The Market is Missing Breadth Many of the conversations in the media about the stock market revolve around Apple, Amazon, Google, Microsoft and Facebook. It makes sense that these stocks are a common point of discussion; they are very...

Allison Jaffe

by | Jun 17, 2020 | Team_Member, Uncategorized

Allison Jaffe Chief Compliance Officer Allison Jaffe serves as the Chief Compliance Officer at Blue Square Wealth. Allison has over 28 years of varied experience in the financial services industry in both the retail and institutional Broker/Dealer space where she held...