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, […]

2018 Quarter 2 Review: Relative Strength Series

2018 Quarter 2 Review: Relative Strength Series

2018 Quarter 2 Review: Relative Strength Series Commentary When you look at a fund’s returns, the numbers assume that investors bought it at the beginning of a period and held it until the end. That’s usually not the case. Investors, often driven by emotions, tend to make unsound investment decisions, such as pulling out of […]

2018 Quarter 2 Review: Strategic Series

2018 Quarter 2 Review: Strategic Series

2018 Quarter 2 Review: Strategic Series Commentary When you look at a fund’s returns, the numbers assume that investors bought it at the beginning of a period and held it until the end. That’s usually not the case. Investors, often driven by emotions, tend to make unsound investment decisions, such as pulling out of a […]

2018 Quarter 2 Review: Macro Series

2018 Quarter 2 Review: Macro Series

2018 Quarter 2 Review: Macro Series Commentary Despite continued day-to-day volatility, US stocks posted positive returns in the second quarter, buoyed by a stronger US dollar and a rosy outlook for US economic growth. The S&P 500 and other broad US indices advanced for the three-month period, extending the current multi-year bull market. Concerns revolving […]

2018 Quarter 2 Review: Dividend Focus Strategy

2018 Quarter 2 Review: Dividend Focus Strategy

2018 Quarter 2 Review: Dividend Focus Strategy Commentary Despite continued day-to-day volatility, US stocks posted positive returns in the second quarter, buoyed by a stronger US dollar and a rosy outlook for US economic growth. The S&P 500 and other broad US indices advanced for the three-month period, extending the current multi-year bull market. Concerns […]

2018 Quarter 2 Review: Individual Taxable Bond Strategy

2018 Quarter 2 Review: Individual Taxable Bond Strategy

2018 Quarter 2 Review: Individual Taxable Bond Strategy Commentary Most US fixed income indexes recorded flat to marginally positive returns during the quarter as yields broadly rose and the yield curve continued to flatten. Shorter-maturity yields rose more than their longer-maturity peers. The US Federal Reserve (Fed) raised its benchmark interest rate to 1.75%-2.00% at […]

2018 Quarter 2 Review: Individual Tax-Exempt Bond Strategy

2018 Quarter 2 Review: Individual Tax-Exempt Bond Strategy

2018 Quarter 2 Review: Individual Tax-Exempt Bond Strategy Commentary Municipal bonds outperformed all US traditional fixed income asset classes during the quarter, as most key fixed income indexes recorded flat to marginally positive returns. The municipal bond market continued to benefit from elevated demand and limited supply, which caused municipal rates to remain depressed relative […]

2018 Quarter 2 Review: Total Return ETF Strategy

2018 Quarter 2 Review: Total Return ETF Strategy

2018 Quarter 2 Review: Total Return ETF Strategy Commentary Despite continued day-to-day volatility, US stocks posted positive returns in the second quarter, buoyed by a stronger US dollar and a rosy outlook for US economic growth. The S&P 500 and other broad US indices advanced for the three-month period, extending the current multi-year bull market. […]

2018 Quarter 1 Review: Relative Strength Series

2018 Quarter 1 Review: Relative Strength Series

2018 Quarter 1 Review: Relative Strength Series Commentary Despite some newfound market volatility, which caused the market to move considerably from day to day, there was no meaningful deterioration in the signals that we use to determine when to put the defense on the field. The signals indicated that we should maintain a maximum allocation […]

2018 Quarter 1 Review: Strategic Series

2018 Quarter 1 Review: Strategic Series

2018 Quarter 1 Review: Strategic Series Commentary Despite some newfound volatility, the market ended the quarter relatively unchanged. More conservatively allocated portfolios underperformed the more aggressively allocated ones. We executed one trade in the international equity space to take advantage of prevailing trends. We will continue to look for sectors and areas of the market […]

2018 Quarter 1 Review: Macro Series

2018 Quarter 1 Review: Macro Series

2018 Quarter 1 Review: Macro Series Commentary Depending on what news headline caught your attention—fear of inflation, rising bond yields, rich valuations, the potential for US Federal Reserve (Fed) policy mistakes, presidential cabinet turnover and protectionist trade policies in the United States, together with doubts surrounding the ability of technology companies to lead major indexes […]

2018 Quarter 1 Review: Dividend Focus Strategy

2018 Quarter 1 Review: Dividend Focus Strategy

2018 Quarter 1 Review: Dividend Focus Strategy Commentary Volatility returned to stock market in the first quarter of 2018. Depending on what news headline caught your attention—fear of inflation, rising bond yields, rich valuations, US Federal Reserve (Fed) policy concerns and other news items-investor sentiment shifted toward pessimism. The S&P 500 finished the quarter with […]

2018 Quarter 1 Review: Individual Taxable Bond Strategy

2018 Quarter 1 Review: Individual Taxable Bond Strategy

2018 Quarter 1 Review: Individual Taxable Bond Strategy Commentary Key US fixed income indexes declined during the quarter, as interest rates rose, credit spreads widened and bond yields hit four-year highs across the maturity spectrum. The US Federal Reserve (Fed) raised its benchmark interest rate to 1.50%-1.75% at the March Federal Open Market Committee (FOMC) […]

2018 Quarter 1 Review: Individual Tax-Exempt Bond Strategy

2018 Quarter 1 Review: Individual Tax-Exempt Bond Strategy

2018 Quarter 1 Review: Individual Tax-Exempt Portfolio Commentary Key US fixed income indexes declined during the quarter, as interest rates rose, credit spreads widened and bond yields hit four-year highs across the maturity spectrum. Municipal bonds followed the broader market, despite expectations for a positive start to the year, which were fueled by a lack […]

2018 Quarter 1 Review: Total Return ETF Strategy

2018 Quarter 1 Review: Total Return ETF Strategy

2018 Quarter 1 Review: Total Return ETF Strategy Commentary Depending on what news headline caught your attention—fear of inflation, rising bond yields, rich valuations, the potential for US Federal Reserve (Fed) policy mistakes, presidential cabinet turnover and protectionist trade policies in the United States, together with doubts surrounding the ability of technology companies to lead […]

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 […]