The Prudent Investor Blog

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