Insights.
Sailing With Blinders On

Sailing With Blinders On

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.

read more
The FAAMG Effect

The FAAMG Effect

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.

read more
Is It Time to Invest In Gold?

Is It Time to Invest In Gold?

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?”

read more
Q2 2020 Investor Letter

Q2 2020 Investor Letter

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...

read more
Putting Economic Intervention Into Perspective

Putting Economic Intervention Into Perspective

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.

read more
Everyone’s Crystal Ball is Broken

Everyone’s Crystal Ball is Broken

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.

read more
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...

read more
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...

read more
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...

read more
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...

read more
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...

read more

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.

?

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. 

Blue Square Wealth is a SEC-Registered Investment Adviser. A copy of the Firm’s Current Disclosure Brochure 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 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.

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.

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.