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9 questions hero

March 10, 2025

9 Questions For Your Financial Planner

Financial planning is the foundation for successful wealth creation. It is an involved process that begins with establishing goals and objectives, which mix short- and long-term priorities like purchasing a home, paying for education and saving for retirement. It also helps to clarify cash flow … Read more about 9 Questions For Your Financial Planner

Filed Under: Wealth Foundations

NYC Marathon

March 10, 2025

What the NYC Marathon Can Tell Us About Value Investing

When looking to borrow money, it's important to have a custom loan calculator and undersd key points about loans before reaching out to any lender, including a bank, credit union or other instituti Alas, the drawing for the 2025 NYC Marathon has concluded, and unfortunately, no one at The Prudent … Read more about What the NYC Marathon Can Tell Us About Value Investing

Filed Under: Articles

market commentary

March 10, 2025

Volatility, Economic Data, Valuations and more Stock News

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 Volatility, Economic Data, Valuations and … Read more about Volatility, Economic Data, Valuations and more Stock News

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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