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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 that have swel
Don’t Miss Big Stock Market Moves
It’s easier than you’d think to miss big stock market moves. A knee-jerk to avoid the carnage during times of tumult can cause investors to find safety on t
Interest Rates, Economic News, Valuations, Volatility and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
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 y
Interest Rates, Corporate Profits, Valuations and more Stock News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Market of Stocks, Econ Stats, Inflation and more Stock News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News: Earnings Scorecard, Economic Data, TPS 47th Anniversary
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
High-Income Stocks & Retirement Planning : Webinar Q&A Follow-Up
We would like to thank all who attended our webinar on High-Income Stocks & Retirement Planning and wanted to offer a follow-up for questions during the Q&a
Interest Rates, Earnings, A.I. Technology and more Stock News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Inflation, Interest Rates, Valuations and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Case for Value, Interest Rates, the Economy, AAII Sentiment and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News: Regional Banks, The Super Bowl Indicator and Presidential Performance
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Federal Reserve, Economy, Earnings, Valuations and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Start Trading Wisely with a Solid Stock Trading Strategy
Whether you are a seasoned trader or just starting out, having a reliable stock trading strategy is essential for success. To maximize your gains and minimize y
Earnings, Economics, Recession Odds, Inflation, Sentiments and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
How-to Guide: Choosing Which Stocks to Buy
Choosing Which Stocks to Buy Investing in stocks can be a great way to make money, grow your financial portfolio over time and prepare for retirement. But which
Volatility, Financial Press, Interest Rates, Univ. of Michigan and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
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 e
Interest Rates, Valuations, Inflation, AAII Sentiment and more Econ News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
2024 Stock Market Outlook: Webinar Q&A Follow-Up
We want to thank all who attended our webinar on our 2024 Stock Market Outlook and wanted to offer a follow-up for questions during the Q&A session we were
Stock Market News: Newsletter Portfolio Sector Weightings, Index Performance Attribution and Market Timing
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Profit Taking, Interest Rates, Corporate Profits, Valuations and more Econ News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
You’re Invited! Webinar: 2024 Stock Market Outlook
Webinar: Where to Invest – 2024 Stock Market Outlook. In our latest Special Report, 2024 Stock Market Outlook, we detail seven themes with more than 40 sp
AAII Sentiment, Valuations, Corporate Profits and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Corporate Profits, Interest Rates, Rally Extends and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
The Federal Reserve, Inflation, Valuations, Interests Rates and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Case for Value, Inflation, Earnings, Econ Data and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News: Seasonal Favoritism, Q3 Earnings, Value Stocks and Charlie Munger
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Econ Data, Physics, Fed Minutes and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Inflation, Interest Rates, Econ Data, Reasons for Optimism and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights,
Interest Rates, Valuations, A Wall of Worry and the AAII Sentiment
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights,
Economic Update, FOMC Meeting, Valuations and Stock News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights,
Stock Market News: Seasonal Favoritism and Presidential Performance Averages
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Volatility, Inflation, Valuations, AAII Sentiment and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Interest Rates, An Economic Update, Reasons for Optimism and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Value Stocks & Growth Stocks: Decoding Investment Strategies
In the dynamic world of finance, investors often find themselves at the crossroads of choosing between Value stocks and Growth stocks. In the dynamic world of f
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
Ten Value Stocks to Consider Buying
“It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price.” – Warren Buffett Value investing is a ti
GDP Growth, Inflation, Valuations and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Jobs Report, Economic Forecasts, Treasuries vs. Stocks and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Special Report: Small Cap Stocks Offer Big Opportunities
We wrote a pair of Special Reports (report one, report two) on the topic of small- and mid-sized company stocks in 2022 and thought a follow-up with additional
Stocks, Inflation, Interest Rates, Volatility, Valuations and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News: Long-Term Investing, Global Market Performance, Valuations and More
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Stocks, Interest Rates, Uncle Sam and More Economic News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Growth, Stock News, Interest Rates, Valuations and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Mark Hulbert’s Top Performing Stock Investing Newsletters
When it comes to navigating the complex world of stock investing, having a trustworthy source of financial advice is like having a compass in a dense forest. On
Valuations, History Lessons, Econ Stats, Interest Rates and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Special Report: To Retire a Millionaire, Exercise Patience
The Prudent Speculator, a value-oriented investment newsletter we’ve published continuously since March 1977, has been guided–through thick and thin–by th
Inflation, Interest Rates, AAII Sentiment and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News: Earnings Scorecard, Interest Rates, GDP Growth and more Economic News
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Fed Funds, Interest Rates and an Economic Outlook
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Contrarian Sentiment, Interest Rates, Valuations and more Economic News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Special Report: Investing in Value Stocks: 24 Stock Picks
Since 1977, The Prudent Speculator has followed an approach to investing that focuses on broadly diversified investments in undervalued stocks for their
Special Report: Investing in Value Stocks
Value investing is the ownership of assets at bargain prices. At the core is the notion that today’s price is below the future value. In practice, we are happ
Interest Rates, Inflation, Corporate Profits and Valuations
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News: Bank Metrics and more Economic News
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Risk of Recession, Corporate Profits, Economic Update and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Recession Chances, Earnings, Inflation, FOMC Decision and Economic News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Earnings, AAII Sentiment, Valuations and more Economic News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Inflation, Interest Rates, Dividends, Earnings and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Special Report: Where to Invest in 2023, Mid-Year Update
While the equity markets enjoyed a solid first half of 2023, plenty of undervalued stock opportunities remain. In our latest special report Where to Invest in 2
Economic Outlook, Historical Evidence, Interest Rates and Valuations
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News: Sector Weightings, Value vs. Growth Sector Attribution and more Economic News
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Bank Stress Tests, Inflation, Federal Reserve, Earnings and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Recession, Earnings, Jerome. H Powell, AAII Sentiment and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
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 investmen
The Importance of Tax Planning
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 pe
FOMC Meeting, Inflation, Fed Econ Projections, Earnings and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Philanthropy and Legacy Planning
You may wish to enhance your legacy through philanthropy and charitable giving. For donors and beneficiaries, there are many positives that accompany cha
Seven Considerations When Hiring a Financial Advisor
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 goals, risk
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 he found
What to Include in Retirement Planning
Retirement planning is often a key part of financial planning, and it focuses on retirement’s four-phased journey: pre-retirement, early retirement, mid-retir
Economic Outlook, Statistics, Interest Rates, Valuations and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Passive Income the Old-Fashioned Way
Oil titan John D. Rockefeller once quipped, “Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” Decades later, signif
Interest Rates, Debt Ceiling, an Economic Outlook and more Stock News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
The Benefits of an Active Managed Portfolio
A great debate in the world of investments is whether to employ active management or passive management in your investment portfolio. Active management involves
Stock Market News: Debt Ceiling, Q1 Earnings, GDP Growth and more Economic News
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Determining the Right Asset Allocation for Your Portfolio
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 6
Debt Ceiling, Credit Rating, AI-Exposed Stocks, Corporate Profits and more Economic News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Five Benefits of Estate Planning
Estate planning involves the preparation of documents such as probate, taxes and asset distribution usually in conjunction with professional advisors, that give
Federal Reserve, Debt Ceiling, Corporate Profits and Valuations
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
What is Financial Planning?
Financial planning is the process of creating a long-term plan to manage your finances, putting you on a track to achieve your financial goals through budget ma
Setting Up a Stock Portfolio for Beginners
Investing in stocks can be a great way to invest your money and build wealth over time. Investing in the stock market is a long-term game, and success of
Debt Ceiling, Interest Rates, Regional Banks and More
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Five Reasons Insurance is Important for Financial Planning
Insurance is an important part of financial planning. While auto insurance or health insurance might be top of mind, there are other types of insurance a
Insight: The CAPE Ratio – The Prudent Speculator
We originally published this Insight on Kovitz.com/Insights. Through Kovitz, we offer wealth management services and have collaborated with our clients
Regional Banks, Federal Reserve Meeting, Economic Data, Earnings and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Special Report: Banking On Value – Revisited
“Let me comment briefly on recent developments in the banking sector. Conditions in that sector have broadly improved since early March, and the U.S banking s
Stock Market News: Equity Market Headwinds, Value Stocks, Dow Jones, Russell 3000 Value vs. Growth and more
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
GDP Growth, Dividend Stocks on the Rise and Interest Rates
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News, Higher Interest Rates, Recession? Contrarian Sentiment and more
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Value Investing and The Time-Tested Approach for 45+ Years
An Introduction to Value Investing: A Time-Tested Formula for Investing in Stocks Value investing put simply is the hunt for investment bargains, not unl
Federal Reserve Projections, AAII Stock Market Sentiment, Inflation, Recessions and more Economic News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market Timing, Jamie Dimon’s Shareholder Letter and Historical Evidence for Equity Returns
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Stock Market News: Equity Market Rebound, Value Stocks, Federal Reserve Board and more
Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook
Stock Market Rebound Despite Higher Interest Rates and DALBAR’S 2022 Study
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Value Stocks, D.C. Fighting Bank Fears, Fed Projections and more Economic News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Special Report: Banking on Value Stocks
Warren Buffett, the legendary investor and fan of value stocks, offered up the following advice in 1986 when the Dow Jones Industrial Average was south of 2000,
Banking Crisis: Central Bankers Fighting Fear, Interest Rates and Market Predicting Jerome H. Powell
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco
Silicon Valley Collapse, Stock Market Grows Much More Dovish and more Economic News
The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and eco