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The Importance of Asset Allocation: A Strategic Guide

January 27, 2025

The Importance of Asset Allocation: A Strategic Guide

The Importance of Asset Allocation: A Strategic Guide An asset allocation is the distribution of investments across categories like stocks, bonds, cash and real estate. It will evolve and change based on your personal financial situation. Our goal in setting an asset allocation is to … Read more about The Importance of Asset Allocation: A Strategic Guide

Filed Under: Articles, Wealth Management

Market Commentary

January 27, 2025

Economic Outlook, Corporate Profits, Stock News and More

  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 the Economic Outlook, … Read more about Economic Outlook, Corporate Profits, Stock News and More

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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