“Be fearful when others are greedy and greedy when others are fearful.” – Warren Buffett. We have experienced many markets where investors would have been wise to follow Mr. Buffett’s advice, but time and again we see people doing the opposite.
The 60/40 model is an investment template that has been utilized by many investors over the last 30 years. However, with interest rates now at historic lows we decided to re-evaluate this investment model.
When thinking about investing, topics like diversification, valuation, and interest rates come to mind. While important, we believe the factor with the greatest impact on long term outcomes is investor behavior.
Now that the election is largely behind us, and we approach the end of the year, our latest commentary reviews what has happened in markets so far in 2020, and what we expect going forward.
Our article examines how markets have historically reacted to election outcomes in an effort to help investors navigate through what can be a volatile time in the markets.
In recent months market performance has been strong. Despite this strength, the health of the economy is still in question, leaving investors unsure of how to manage their portfolios. Our article aims to provide insight into managing these conflicting signals in uncertain market environments.
Due to elevated uncertainty, many companies have decided not to issue guidance on what to expect from their future financial performance. Our article explores the issues that investors may need to consider given this lack of visibility.
Many of the conversations in 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 have performed exceptionally well, and have their own acronym — the “FAAMG” stocks.
Considering the large fiscal and monetary stimulus injected into the economy in recent months, a lot of attention has been paid to the potential for inflation. Our article asks the growing question, “Is it time to invest in gold?”
The recent deterioration of corporate financials paired with high amounts of corporate borrowing over the past 10 years leads us to ask, are investment grade bonds really as safe as everyone thinks?
The Blueprint Quarterly commentaries give us the opportunity for reflection. They allow us to think about what has, and is happening, in the markets and economies around the world. To consider what...
The US and the Federal Reserve have injected trillions of dollars into the economy. Our article, Putting Economic Intervention Into Perspective breaks down what this might mean for the markets as well as your portfolio.
The lockdown on the global economy is unprecedented, and naturally the true effects of unprecedented events are hard to measure in real time — and even harder to predict.
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...
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...
"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...
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...
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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All investment strategies have the potential for profit or loss; changes in investment strategies, contributions or withdrawals may materially alter the performance and results of a portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client’s investment portfolio. Past performance is not indicative of future returns.
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This blog is a publication of Blue Square Wealth. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of subjects discussed. All expressions of opinion reflect judgment of author as of date of publication and are subject to change. Information contained herein does not involve rendering of investment advice. A professional adviser should be consulted before implementing any of strategies presented. Information is not an offer to buy or sell, or a solicitation of any offer to buy or sell securities mentioned herein. Different types of investments involve varying degrees of risk. Economic factors, market conditions, and investment strategies will affect performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. This document may contain forward-looking statements relating to objectives, opportunities, and future performance of U.S. markets generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “should,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to economic conditions, changing levels of competition in industries and markets, changes in interest rates, and other economic, governmental, regulatory and other factors affecting a portfolio’s operations that could cause results to differ materially from projected results. Such statements are forward-looking in nature and involve known and unknown risks, uncertainties and factors, actual results may differ materially from those reflected in forward-looking statements. Investors cautioned not to place undue reliance on forward-looking statements / examples. None of Blue Square Wealth or any affiliates, principals nor any other individual / entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances.
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