April 2023 Commentary
The Federal Reserve raised its benchmark interest rate by 25 basis points, to a range of 5-5.25%. This brings the rate close to the peak seen just before the financial crisis in 2008. While the market is currently …
Q1 2023 Quarterly Commentary
We continue to believe that the Fed reacted too slowly in addressing inflation and, as a result, is now tightening too aggressively in the face of a weakening economy and a ballooning federal deficit…
Market Outlook 2023
The world we have come to know over the last 40 years built on globalization, peace, and free trade is in our opinion over for the foreseeable future. We have entered a new period of greater macro, geopolitical, …
August 2022 Investor Letter
The second quarter of 2022 continued its downward trend as the Dow and S&P 500 closed down 11.3% and 16.1% respectively, and the Nasdaq lost 22.3%1. This was the Dow’s and S&P’s 500 worst...
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...
Keeping Calm in a Time of Rising Interest Rates
As we have recently seen inflationary pressures build up into the economy we believe it is prudent to ponder the proper way to preserve capital in a rising rate environment.
BSAM Awarded 5 & 6 Star Ratings by Informa Financial Intelligence for Q3 2021
Blue Square Asset Management has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
BSAM Awarded 5 & 6 Star Ratings by Informa Financial Intelligence
Blue Square Asset Management has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.
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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.