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Articles, Wealth Management
August 21, 2025
As part of our ongoing commitment to helping you navigate financial changes with confidence, we’re sharing a concise summary of the recently passed One Big
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
January 27, 2025
The Importance of Asset Allocation: A Strategic Guide An asset allocation is the distribution of investments across categories like stocks, bonds, cash and real estate.
January 20, 2025
Planning for retirement can feel overwhelming, but setting clear savings benchmarks can help you stay on track for financial security. While everyone’s retirement goals and
January 6, 2025
The journey to financial security and a comfortable retirement is best begun early. The magic ingredient? Compounding. The earlier you start investing, the more time
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,
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
Wealth Management
June 23, 2023
Why do we offer concierge services and customized solutions for your financial situation? Our clients have access to a selection of proprietary investment offerings,
June 20, 2023
Benjamin Franklin wrote in a letter to French physicist Jean-Baptiste Le Roy, “Our new Constitution is now established, and has an appearance that promises permanency;
June 17, 2023
You may wish to enhance your legacy through philanthropy and charitable giving. For donors and beneficiaries, there are many positives that accompany charitable gifts
June 16, 2023
Hiring a fiduciary financial advisor can be a worthwhile decision, as they can help you develop and implement a financial plan that aligns with your
June 13, 2023
Retirement planning is often a key part of financial planning, and it focuses on retirement’s four-phased journey: pre-retirement, early retirement, mid-retirement, and late retirement. The
June 3, 2023
A great debate in the world of investments is whether to employ active management or passive management in your investment portfolio. Active management involves an
May 30, 2023
An asset allocation is an investment strategy that seeks to balance risk and reward using a selection of investments. Asset allocations can be simple. Perhaps
May 25, 2023
Estate planning involves the preparation of documents such as probate, taxes and asset distribution usually in conjunction with professional advisors, that give direction on handing
