Top 3 Most User-Friendly Online Brokerage Platforms for Stock Investors

  Investing in stocks has become increasingly accessible, thanks to online brokerage platforms that cater to both novice and experienced investors. Still, each platform offers unique features, benefits, and drawbacks that have specific upside and downside. It’s important to assess which … Read more about Top 3 Most User-Friendly Online Brokerage Platforms for Stock Investors

Your Retirement Equation

As you craft your comprehensive retirement plan in conjunction with your planning and wealth advisory team, your primary focus should remain on factors within your control. Picking individual stocks and bonds may improve investment returns over longer periods of time (they have for our clients), … Read more about Your Retirement Equation

Barron’s Top 100: Our Kovitz Wealth Management Services

We are excited to announce that Kovitz (of which The Prudent Speculator is a part) has been named a Barron’s Top 100 RIA for 2023. We note that Barron's Registered Investment Advisor (RIA) Rankings include some 15,000 RIAs in the United States! As the founder of our firm Mitch Kovitz said: “We … Read more about Barron’s Top 100: Our Kovitz Wealth Management Services

Custom Wealth Solutions

  Why do we offer concierge services and customized solutions for your financial situation? Our clients have access to a selection of proprietary investment offerings, which can be complementary to your existing investments and can improve diversification. We build custom investment … Read more about Custom Wealth Solutions