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Key Points from the UBS Global Wealth Report for 2024

October 7, 2024

Morningstar’s Mind the Gap 2024: Reviewing Investor Returns

"Investors lost out on about 15% of the return their funds generated" proclaimed Morningstar in its just-released 2024 Mind the Gap study, which highlights the issue of investors inadvertently losing out on potential investor returns by making poorly timed decisions.   "Investors lost out … Read more about Morningstar’s Mind the Gap 2024: Reviewing Investor Returns

Filed Under: Articles

market commentary

October 7, 2024

Valuations, Interest Rates, Profits and AAII Sentiment

The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic trends as it relates to value stock investing. In this week's market commentary, we discuss Valuations, Interest Rates, Profits and … Read more about Valuations, Interest Rates, Profits and AAII Sentiment

Filed Under: Market Commentary

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Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain mutual funds. Investing involves risk, principal loss is possible, and there can be no assurance that investment objectives will be achieved. Past performance is no guarantee of future results. Registration of an investment adviser does not imply any certain level of skill or training.

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