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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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Since 1977, The Prudent Speculator has delivered trusted investment research and market commentary to help individual investors build long-term wealth.
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Opinions expressed are those of The Prudent Speculator team as of the date published and do not necessarily reflect the views, strategies, or investment decisions of Focus Partners Wealth. Since inception, the newsletter has been managed at AFAM Capital, Inc. (until 11/01/2018), Kovitz Investment Group Partners, LLC (until 12/31/2025), and Focus Partners Wealth, LLC (current). Services are offered through Focus Partners Wealth, LLC (“Focus”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus or its representatives.

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