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Insights & Reports, Wealth Management
June 16, 2025
A “60/40 Portfolio” consists of 60% equities and 40% bonds. It gained traction in the 1970s and 1980s as pension funds, endowments and individual investors
Insights & Reports
May 8, 2025
How to Invest in an Uncertain World: A Guide for 2025 and Beyond Navigating Market Uncertainty Despite a sizable rebound since April 8,
February 25, 2025
Investment Insight: Decoding A.I. and Generating Investment Idea Artificial Intelligence (A.I.) refers to systems or machines designed to simulate human intelligence, enabling tasks like learning,
January 10, 2025
Investment Insight: The 2025 Visual Guide to the Market 2024 was a year for the history books. Donald Trump was re-elected after two assassination attempts.
October 30, 2024
With the 2024 Election rapidly approaching, we thought a brief update to remind friends of The Prudent Speculator to look far down the path would
September 20, 2024
John and Michael discuss the place of real estate in an asset allocation, explored market dynamics and highlighted potential Value-oriented opportunities. We recently hosted a
July 19, 2024
The CAPE ratio is a valuation measure that is calculated using a rolling ten-year average of the real earnings per share (EPS) and price for
June 30, 2024
The first edition of The Prudent Speculator was published on March 10, 1977, and we have not wavered in our commitment to Value investing,
June 25, 2024
With Small Cap stocks stuck in neutral this year from a performance standpoint, we thought it was worthwhile to refresh last year’s report on this
June 10, 2024
“I think it is rat poison!” Not mincing any words on May 6, 2013, when asked what he thought about Bitcoin on Fox Business
May 1, 2024
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
March 20, 2024
We can’t remember a day recently that skipped some mention of the “Magnificent 7,” a nickname for the seven stocks in the S&P 500 index
January 19, 2024
Inflation, rising interest rates and economic worries were top of mind heading into 2023, causing many folks to remain on the market’s sidelines. The
September 11, 2023
This Private Client Insight was written by The Prudent Speculator team and was originally distributed to clients, including those of Kovitz. Get in Touch
June 15, 2023
John D. Rockefeller purportedly said, “Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” We hope