Q1 2020 Investor Letter

Q1 2020 Investor Letter

Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.First and foremost, I hope you and your family are safe and well. We have all been...

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Diversification Isn’t Enough

Diversification Isn’t Enough

Concerns surrounding coronavirus have brought one of history's longest bull markets to an end. Now, investors are worried about the current market correction and the impact it is having on their...

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Avoiding The Worst Days

Avoiding The Worst Days

"The cost of missing the market's best days is high” – financial institutions and advisors often tell investors not to sell during periods of significant volatility because, if they miss some of the...

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Unseen Risks Lurking In The Bond Market

Unseen Risks Lurking In The Bond Market

Over the last thirty years bonds have become a staple for investors looking to reduce risk in their portfolios. Until interest rates normalize, we recommend investors re-examine the role bonds play...

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Who is Supporting the Stock Market?

Who is Supporting the Stock Market?

Financial markets are complex, but ultimately their movements reflect the basic economic concept of supply and demand. Understanding who’s buying, selling and why, provides insight into what’s...

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Our Commitment to Clients

Fiduciary

We hold ourselves to the highest standards always seeking our clients’ best interest.

Team Approach

Blue Square is comprised of tenured and accomplished financial professionals. We believe our clients are best served through collaboration.

Custom Solutions

We can work with you to understand your needs and create a customized solution that helps you reach your objectives.

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Low Investment Expenses

Blue Square Portfolios dynamically invest in stocks and low-cost ETFs in an effort to keep expenses down, so you keep more of the return.