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,

Investment Insight: The 2025 Visual Guide to the Markets 2024 was a year for the history books. Donald Trump was re-elected after two assassination attempts.

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

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

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

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

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

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

  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

  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

  We originally published this Insight on Kovitz.com/Insights. Through Kovitz, we offer wealth management services and have collaborated with our clients on their investment decision-making