The Prudent Investor Blog

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

Professor Fama’s Nobel Prize and the Prudent Investor

Posted by Joe Young on Wed, Oct 23, 2013 @ 04:13 PM

We are thrilled to share the October 14th, 2013 news that University of Chicago Professor and Dimensional Fund Advisors board member Eugene F. Fama, has been named a co-recipient of the 2013 Nobel Prize in Economic Sciences, in recognition for his contributions to the “empirical analysis of asset prices.”

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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

Lessons from Sandy for the Prudent Investor

Posted by Joe Young on Wed, Nov 21, 2012 @ 03:22 PM

Hurricane Sandy is a disaster. On that, there is no debate. Each of us is either in the thick of it ourselves or have close family and friends who are. All of us face a swarm of questions in the weeks and months ahead: Could we have been better prepared? Is it global warming or the way the world turns? How (and with what funding) will we rebuild our communities, our families … ourselves? What comes next?

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

The Prudent Investor, disc golf and apple cider.

Posted by Benjamin Coakley on Thu, Nov 15, 2012 @ 07:36 PM

The advisors at Waypoint enjoy living active lives and like to experience the outdoors.  Two advisors, in particular, love to play disc golf (frisbee golf).  They have travelled all over the southeast, braving all forms of inclement weather, to play disc golf. On one trip to a course in North Carolina, one of the advisors asked the other what life after Waypoint would look like for them.  The advisor answered that he would love to travel to all parts of the world and play disc golf.  Then that advisor returned the favor and asked the other advisor about life after Waypoint.  He said that he would love to sit on his back porch drinking warm apple cider and watch the moon rise over the mountains.  Then the discussion turned to how would each of them accomplish these visions for life after pharmacy.

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

A Fiduciary Decision Process Tool for the Prudent Investor

Posted by Joe Young on Thu, Nov 15, 2012 @ 07:21 PM

Evaluate, Compare, Select and Document Prudent Investment Options

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

Important Information for the Prudent Investor

Posted by Joe Young on Thu, Oct 25, 2012 @ 05:09 PM

Facts are stubborn things.  The Prudent Investor considers the facts when deciding between investment options and between investment advisors.  Standard & Poors provides two sets of facts that are critical in the decision making process about investments.  The first study is linked below.

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3 Prudent Investor Nuggets from a Summerville Investment Advisor

Posted by Benjamin Coakley on Fri, Sep 14, 2012 @ 11:16 AM

The team at Waypoint believes that people have a natural affinity for the number three.  Most of the financial planning we do is in three year increments because that appears to be the time period that is most clearly visible to our clients.  You will see that most of our blog posts (including this one) have three tips or ideas (or perspectives) because this number is easier to process.  This has been our experience in working with our clients over that past 33 plus years.  We also ask many of our clients to identify the three most important things they could teach their children or grandchildren.

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Tags: summerville investment advisor, investing