Insights.
Q1 2022 Firm Commentary

Q1 2022 Firm Commentary

The first quarter of 2022 began on a choppy and downward trend as the Dow and S&P 500 closed down 4.6% and 4.1% respectively, and the Nasdaq lost 8.94%. For the three major averages, despite a...

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Q4 Quarterly Commentary

Q4 Quarterly Commentary

The balancing act between economic growth and inflation will likely be one of the major stories of 2022 as the Fed’s resolve to apply the brakes will be tested.

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Are you Overconfident?

Are you Overconfident?

“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.

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Revisiting the 60/40 Portfolio

Revisiting the 60/40 Portfolio

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.

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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. 

Blue Square Wealth is a SEC-Registered Investment Adviser. A copy of the Firm’s Current Disclosure Brochures can be found on the SEC’s IAPD site or may be requested at any time by contacting us. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Securities and Exchange Commission.

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.

Significant risk may accompany investments in stocks, bonds or other asset classes over short periods of time. Investment return and principal value will fluctuate with changes in market conditions. Your investment may be worth more or less than your original cost. Past performance is not indicative of future results.

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.

For Separately Managed Account clients, Custody and trading support services provided to clients of Blue Square Asset Management, LLC d/b/a Blue Square Wealth are offered by Charles Schwab & Co. Inc. ("Schwab") Member SIPC.