If Q1 2017 had a theme song, it might be, “There’s a Kind of Hush All Over the World.”There was the usual stream of global news. To name a few highlights: Read More
The Prudent Investor Blog
For as long as we’ve been in business, we have encouraged investors to adopt a patient, long-term approach to capturing the market’s expected returns. In industry parlance, some have categorized our approach as "passive," versus active attempts to beat the market. We prefer to think of ourselves as evidence-based.Read More
You’d be surprised how often we speak with families who don’t know exactly what they’re invested in, how well or poorly those investments have been doing, and where their various assets are located. If you are in similar circumstances, don’t feel too bad, because it’s quite common. But do know that it doesn’t have to be this way.
To add uncommon insights into your wealth and your life, Waypoint offers complimentary, no-obligation portfolio analyses.Read More
It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe. In "Why Our Social Feeds are Full of Politics," Canadian digital marketing executive Tara Hunt observes, "American politics, it seems, makes for high-intensity emotions far and wide." The intensity will probably only increase as the November 8 election date nears.Read More
As an independent Registered Investment Advisor with offices in both Summerville, South Carolina and Asheville, North Carolina, Waypoint is ever aware of uncertainty. This is the uncertainty of Mother Nature. This is particularly true during hurricane season in Summerville. Being twenty miles from the coast, we have learned to be vigilante of the tropics from June until November. If you become complacent, Mother Nature will send you a reminder of why this is not a good idea. Hurricane Hugo in 1989 was that reminder for many South Carolinians. In Asheville, freak blizzards in the winter can reak havoc. In fact, two winters ago, one of our advisors got pretty comfortable working from home (when he had power) because he was unable to get down the mountain for days even weeks at a time. So living with this natural uncertainty is a way of life for us at Waypoint. Uncertainty also exists in the financial markets. The past couple of years have been very uncertain with the housing market crash, debt issues in Europe and many other factors. This has wreaked havoc in the financial world. It is very imporant to know that there is nothing a prudent investor can do about uncertainty whether the financial or natural kind.