2019 Q3 Commentary: Notes from the NewSquare Community

2019 Q3 Commentary: Notes from the NewSquare Community

Reframing the “Inverted Yield Curve” With the record-long economic expansion now in its 11th year, a lotof people want to talk about when it’s going to end. Almost daily,you can find news stories about the latest “signal” of a recession.The most recent centers on the inversion of the yield curve, whichhas preceded every U.S. recession […]

2019 Q2 Commentary: Notes from the NewSquare Community

2019 Q2 Commentary: Notes from the NewSquare Community

Full Market Cycle Returns: The Best Way to Achieve Your Goals The typical marketing brochure from an investment manager citesperformance over the usual timeframes: one, three, and five years.Quarterly reports often detail 90-day results. Pull up market dataonline, and you’ll usually get just that day’s ups and downs. Youcan click your way to a month, […]

2017 Quarter 4 Review: Relative Strength Series

2017 Quarter 4 Review: Relative Strength Series

2017 Quarter 4 Review: Relative Strength Series Description The NewSquare Relative Strength Series is a suite of portfolios designed for growth-oriented investors – conservative, moderate, aggressive. A primary objective of each portfolio is to pivot between wealth accumulation (offense) and wealth preservation (defense) in a timely fashion. These portfolios are rules-based and designed to follow […]

2017 Quarter 4 Review: Strategic Series

2017 Quarter 4 Review: Strategic Series

2017 Quarter 4 Review: Strategic Series Description The NewSquare STRATEGIC Series blends a constant core allocation strategy with an active sector rotation strategy. This blend produces a series of managed ETF portfolios designed to deliver: (1) predictable exposures to opportunities for both growth and income, (2) a sector rotation strategy driven by momentum trends, and […]

2017 Quarter 4 Review: Macro Series

2017 Quarter 4 Review: Macro Series

2017 Quarter 4 Review: Macro Series Description The NewSquare Macro Series is a suite of ETF based portfolios that takes a traditional approach to portfolio management and is designed to adapt to changing macro economic environments, market conditions, and trends. Built as an adaptive suite of risk management solutions, these portfolios have a primary objective […]

2017 Quarter 4 Review: Dividend Focus Portfolio

2017 Quarter 4 Review: Dividend Focus Portfolio

2017 Quarter 4 Review: Dividend Focus Portfolio Description A separately-managed account income-opportunistic strategy that is primarily comprised of dividend-paying, common stocks of Fortune 1000 companies that are leaders in their respective industries, have a history of dividend stability and growth, and have favorable credit metrics. In addition, the manager may utilize up to 30% in […]

2017 Quarter 4 Review: ETF Tax-Exempt Bond Portfolio

2017 Quarter 4 Review: ETF Tax-Exempt Bond Portfolio

2017 Quarter 4 Review: ETF Tax-Exempt Bond Portfolio Description The ETF Tax-Exempt Bond portfolios seeks a combination of long-term capital appreciation and tax-free income. Bond selections are governed by average maturity, duration, convexity, credit quality, various yield measures, diversification valuation, multi-factor macroeconomic and fundamental considerations. This portfolio invests in ETFs (exchange-traded funds) and ETPs (exchange-traded […]

2017 Quarter 4 Review: ETF Taxable Bond Portfolio

2017 Quarter 4 Review: ETF Taxable Bond Portfolio

2017 Quarter 4 Review: ETF Taxable Bond Portfolio Description The ETF Taxable Bond portfolios seeks income and long-term capital appreciation. Sector and foreign market fixed income selections are governed by average maturity, duration, convexity, various yield measures, overall diversification, multi-factor macroeconomic and fundamental valuation. This portfolio is generally fully invested, but will hold additional cash […]

2017 Quarter 4 Review: Individual Tax-Exempt Portfolio

2017 Quarter 4 Review: Individual Tax-Exempt Portfolio

2017 Quarter 4 Review: Individual Tax-Exempt Portfolio Description A separately-managed account bond strategy that employs an active management discipline that strives for 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 […]

2017 Quarter 4 Review:  Individual Taxable Bond Portfolio

2017 Quarter 4 Review: Individual Taxable Bond Portfolio

2017 Quarter 4 Review:  Individual Taxable Bond Portfolio Description A separately-managed account bond strategy that employs an active management discipline which strives for 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 […]

2017 Quarter 4 Review: Total Return ETF Portfolio

2017 Quarter 4 Review: Total Return ETF Portfolio

2017 Quarter 4 Review: Total Return ETF Portfolio Description 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 […]

2017 Quarter 3 Review: Relative Strength Series

2017 Quarter 3 Review: Relative Strength Series

2017 Quarter 3 Review: Relative Strength Series Description The NewSquare Relative Strength Series is a suite of portfolios designed for growth-oriented investors – conservative, moderate, aggressive. A primary objective of each portfolio is to pivot between wealth accumulation (offense) and wealth preservation (defense) in a timely fashion. These portfolios are rules-based and designed to follow […]

2017 Quarter 3 Review: Strategic Series

2017 Quarter 3 Review: Strategic Series

2017 Quarter 3 Review: Strategic Series Description The NewSquare STRATEGIC Series blends a constant core allocation strategy with an active sector rotation strategy. This blend produces a series of managed ETF portfolios designed to deliver: (1) predictable exposures to opportunities for both growth and income, (2) a sector rotation strategy driven by momentum trends, and […]

2017 Quarter 3 Review: Macro Series

2017 Quarter 3 Review: Macro Series

2017 Quarter 3 Review: Macro Series Description The NewSquare Macro Series is a suite of ETF based portfolios that takes a traditional approach to portfolio management and is designed to adapt to changing macro economic environments, market conditions, and trends. Built as an adaptive suite of risk management solutions, these portfolios have a primary objective […]

2017 Quarter 3 Review: Dividend Focus Portfolio

2017 Quarter 3 Review: Dividend Focus Portfolio

2017 Quarter 3 Review: Dividend Focus Portfolio Description A separately-managed account income-opportunistic strategy that is primarily comprised of dividend-paying, common stocks of Fortune 1000 companies that are leaders in their respective industries, have a history of dividend stability and growth, and have favorable credit metrics. In addition, the manager may utilize up to 30% in […]

2017 Quarter 3 Review: ETF Tax-Exempt Bond Portfolio

2017 Quarter 3 Review: ETF Tax-Exempt Bond Portfolio

2017 Quarter 3 Review: ETF Tax-Exempt Bond Portfolio Description The ETF Tax-Exempt Bond portfolios seeks a combination of long-term capital appreciation and tax-free income. Bond selections are governed by average maturity, duration, convexity, credit quality, various yield measures, diversification valuation, multi-factor macroeconomic and fundamental considerations. This portfolio invests in ETFs (exchange-traded funds) and ETPs (exchange-traded […]

2017 Quarter 3 Review: ETF Taxable Bond Portfolio

2017 Quarter 3 Review: ETF Taxable Bond Portfolio

2017 Quarter 3 Review: ETF Taxable Bond Portfolio Description The ETF Taxable Bond portfolios seeks income and long-term capital appreciation. Sector and foreign market fixed income selections are governed by average maturity, duration, convexity, various yield measures, overall diversification, multi-factor macroeconomic and fundamental valuation. This portfolio is generally fully invested, but will hold additional cash […]

2017 Quarter 3 Review: Individual Tax-Exempt Portfolio

2017 Quarter 3 Review: Individual Tax-Exempt Portfolio

2017 Quarter 3 Review: Individual Tax-Exempt Portfolio Description A separately-managed account bond strategy that employs an active management discipline that strives for 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 […]