Insights.
How Investor Behavior Impacts Returns

How Investor Behavior Impacts Returns

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.

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Post Election Commentary

Post Election Commentary

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.

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Analyzing the Impact of Elections

Analyzing the Impact of Elections

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.

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Is it Time to Buy or Sell?

Is it Time to Buy or Sell?

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.

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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.

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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.

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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.

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.