The Prudent Investor Blog

Waypoint's 2017 Spring Prudent Investor Quarterly Blog

Posted by David Plaisance on Thu, Apr 13, 2017 @ 09:56 AM

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

Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing, passive investing, passive investor

What If Everyone Were A Passive Investor? (Is the Sky Really Falling?)

Posted by David Plaisance on Tue, Nov 01, 2016 @ 03:07 PM

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.

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Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing, passive investing, passive investor

Prudent Portfolio Analysis Invite

Posted by David Plaisance on Thu, Oct 20, 2016 @ 02:20 PM

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

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Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing

Presidents, Politics and Your Prudent Portfolio: Thinking Beyond Stage One

Posted by David Plaisance on Mon, Sep 19, 2016 @ 12:40 PM

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.

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Tags: summerville investment advisor, asheville investment advisor, prudent investors, investing, asheville, prudent portfolio, evidence-based investing

Risk Versus Uncertainty: 3 Things a Prudent Investor Should Know

Posted by Benjamin Coakley on Wed, Aug 01, 2012 @ 11:39 AM

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.

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Tags: prudent investor, uncertainty, summerville, risk, asheville