2015 Year in Review:  RELATIVE STRENGTH Series

2015 Year in Review: RELATIVE STRENGTH Series

2015 Year in Review: RELATIVE STRENGTH Series With 2015 officially in the books, we would like to take a look at how our Relative Strength strategies reacted over the past year during the high levels of volatility the market experienced, most notably in late August, but continues to experience as we move into 2016. These […]

2015 Year in Review: Total Return ETF

2015 Year in Review: Total Return ETF

2015 Year in Review: Total Return ETF The NewSquare Total Return ETF Portfolio is a global multi-sector fixed income strategy that may incorporate limited amounts of equity and alternative asset classes. The strategy seeks both income and appreciation. This portfolio is an extension of the NewSquare Macro Series — managed by the same seasoned manager and […]

2015 Year in Review: Dividend Focus

2015 Year in Review: Dividend Focus

2015 Year in Review: Dividend Focus Description The Dividend Focus Portfolio is an income-opportunistic strategy comprised primarily of dividend-paying common stocks of Fortune 1000 companies that are: (1) leaders in their respective industries, (2) have a history of dividend stability and growth, and (3) have favorable credit metrics. In addition, the manager may utilize up […]

2015 Year in Review: ETF Tax-Exempt Bond Portfolio

2015 Year in Review: ETF Tax-Exempt Bond Portfolio

2015 Year in Review: ETF Tax-Exempt Bond Portfolio It was a stellar year for municipals in relation to virtually all other major asset classes. The S&P National AMT-Free Municipals Index (not our benchmark) returned +3.26%, easily besting most equity benchmarks other than those driven by the very narrow technology names. For example, the S&P 500 […]

2015 Year in Review:  STRATEGIC Series

2015 Year in Review: STRATEGIC Series

2015 Year in Review: STRATEGIC Series Popular in the financial news are discussions around “timing,” often heavily debated. Timing of asset class movements or individual stock buys/sells routinely drives media stories. At NewSquare Capital, we take a different approach, believing that it is much more important for investors to focus on getting their overall asset […]

2015 Year in Review: MACRO Series

2015 Year in Review: MACRO Series

2015 Year in Review: MACRO Series Managing market risk is a hallmark principle in the way we manage the Macro strategies, and for several years we have viewed stock market risk as elevated. It can take a long time to recover from steep losses. We prefer to take a patient, disciplined approach and refrain from […]

2015 Year in Review: Individual Taxable Bond Portfolio

2015 Year in Review: Individual Taxable Bond Portfolio

2015 Year in Review: Individual Taxable Bond Portfolio Description A taxable bond strategy that employs an active management discipline that seeks low volatility and enhanced risk-adjusted returns through duration positioning, sector allocation, and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade corporate notes/bonds, […]

2015 Year in Review: Individual Tax-Exempt Bond Portfolio

2015 Year in Review: Individual Tax-Exempt Bond Portfolio

2015 Year in Review: Individual Tax-Exempt Bond Portfolio Description A tax-sensitive bond strategy that employs an active management discipline that seeks low volatility and enhanced risk-adjusted returns through duration positioning and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade municipal bonds and may […]

Welcome to NewSquare Capital

Welcome to NewSquare Capital

Hello! Welcome to NewSquare Capital’s website. Please feel free to browse the site to find Commentaries, Portfolio information, Team Member information, and much more! We will continue to update the content for both Financial Advisors and clients.