Welcome to The Prudent Speculator's Blog

We discuss the latest market insights, stock picks, wealth management tips and more on our blog.

buckingham greetings

Search & Filter

Popular Content

5 Stock Metrics Every-Value Investor Should Track
5 Stock Metrics Every Value Investor Should Track in 2025
Key Points from the UBS Global Wealth Report for 2025 hero
Key Points from the UBS Global Wealth Report for 2025
How to Retire a Millionaire
How to Retire a Millionaire: A Prudent Investor’s Guide
Investing During Market Volatility: What to Know
Investing During Market Volatility: What to Know
private client insight: allocation

Insights & Reports, Wealth Management

June 16, 2025

Private Client Insight: The Next Decade in Wealth – Investing Beyond the 60/40 Portfolio

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

How to Invest in an Uncertain World: A Guide for 2025 and Beyond Featured Image

Insights & Reports

May 8, 2025

Investment Insight: Investing in Uncertain Markets

How to Invest in an Uncertain World: A Guide for 2025 and Beyond     Navigating Market Uncertainty Despite a sizable rebound since April 8,

Decoding A.I.

Insights & Reports

February 25, 2025

Investment Insight: Decoding A.I. and Generating Investment Ideas

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,

2025 Visual Guide to The Markets

Insights & Reports

January 10, 2025

Investment Insight: The 2025 Visual Guide to the Markets

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.

2024 Election

Insights & Reports

October 30, 2024

Investment Insight: Final Thoughts on the 2024 Election

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

Real Estate

Insights & Reports

September 20, 2024

Investment Insight: Consider Real Estate in Your Allocation

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

Cape Ratio

Insights & Reports

July 19, 2024

Investment Insight: Understanding the CAPE Ratio (aka the Shiller P/E)

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

Insights & Reports, Wealth Management

June 30, 2024

Private Client Insight: 7 Tax Tips to Keep Money in Your Pocket in 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,

Insights & Reports

June 25, 2024

Investment Insight: Small Cap Stocks Should Be In Your Portfolio

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

Crypto Investing

Insights & Reports

June 10, 2024

Investment Insight: Cryptocurrency Investing

  “I think it is rat poison!” Not mincing any words on May 6, 2013, when asked what he thought about Bitcoin on Fox Business

Financial Planning

Insights & Reports

May 1, 2024

Private Client Insight: 9 Questions Your Financial Plan Should Answer

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

Magnificent 7 Stocks

Insights & Reports

March 20, 2024

Investment Insight: Trendy Investing – The Magnificent 7 Stocks

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

2024 Visual Guide

Insights & Reports

January 19, 2024

Investment Insight: 2024 Visual Guide to the Markets

  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

Retirement Planning

Insights & Reports, Wealth Management

September 11, 2023

Private Client Insight: How to Retire a Millionaire

This Private Client Insight was written by The Prudent Speculator team and was originally distributed to clients, including those of Kovitz.   Get in Touch

Why Dividends

Insights & Reports

June 15, 2023

Why Dividends: 12 Dividend Stocks to Buy Now

  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