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

SPIVA® U.S. Year-End 2015 and Your Portfolio

Posted by David Plaisance on Thu, Aug 18, 2016 @ 11:02 AM

 

SPIVA, is Standard and Poor 's bi-annual “Scorecard” comparing the performance of active-managers and their benchmarks.  This is the 14th year and the SPIVA Scorecard has served as the de facto scorekeeper of the active versus passive depate.  Once again the evidence is overwelmingly in favor of passive.  As of 12/31/2015, the S&P Composite 1500 returned 1.01% while the S&P 500 returned 1.38%.   During the same period 66.11% of active large cap managers under performed the S&P 500, 56.81% of mid-cap managers underperformed the S&P MidCap 400 and 72.2% small-cap managers underperformed the S&P SmallCap 600 respectivelly. 

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

A Siren's Call is a Powerful Temptation to Derail Prudent Investors (part 2)

Posted by David Plaisance on Wed, Jul 27, 2016 @ 12:33 PM



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Tags: prudent investor, summerville investment advisor, asheville investment advisor, prudent investors

A Siren's Call is a Powerful Temptation to Derail Prudent Investors (part 1)

Posted by David Plaisance on Wed, Jul 13, 2016 @ 08:32 AM


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Tags: prudent investor, summerville investment advisor, asheville investment advisor, prudent investors

Three Key Ingredients for Prudent Investor Success

Posted by David Plaisance on Fri, Jul 12, 2013 @ 09:16 AM

There are three key ingredients that can lead to success for the prudent investor.

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Tags: prudent investor, summerville investment advisor, asheville investment advisor, prudent investors

5 Factors for a Prudent Portfolio for the Prudent Investor

Posted by David Plaisance on Wed, Apr 10, 2013 @ 09:50 AM

A prudent investor is an investor that challenges what is normal in the investing world in which we currently live.  Unlike the prudent investor, the average investor lets emotion get the best of him or herself and this can cause returns to be catastrophically low over time (which typically results in this investor not being adequately prepared for retirement).  Prudent investors take a more scientific approach which is based in fact and logic.  The facts of the markets are described below and, if you choose to be a prudent investor, you can use these to your advantage.

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Tags: prudent investor, summerville investment advisor, asheville investment advisor, prudent portfolio

3 Simple Truths to Become a Prudent Investor

Posted by Benjamin Coakley on Thu, Dec 06, 2012 @ 01:08 PM

Success in investing is not as complicated as some people make it out to be.  It doesn't require a crystal ball or a bunch of numbers and charts.  However, if you do research on any investment, this is typically what you see.  Type any investment in Morningstar.com and you will see what I am referencing.  All of this is designed to make you think that investing is a complex discipline. 

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Tags: prudent investor, summerville investment advisor, asheville investment advisor