The Wise Investor Show - Baird: Recent Episodes
The Wise Investor Group
The Wise Investor Show tackles the most important issues in the investment world today. Our hosts — some of the top advisors in the country — explore a wide range of recent events and trends to help you become a more informed financial decision-maker. The Wise Investor Group is part of Robert W. Baird & Co. Member SIPC.
This week, Chase looks at Fedex's challenge for the market's attempt to form a level of support at these levels and what it means for a chance at returning to June lows. We contrast two managent team's and talk about some of the benefits and pitfalls of tax-loss harvesting with Matt Anderson.
Bear markets end, and you might not recognize it when it happens. If you don't, you may end up paying 20% or more higher for assets than when the bull markets actually getting started. This week, we talk about what the end of a bear market looks like and make preparations for that day. AVGO was also mentioned in this episode.
Simon discusses the Fed's recent hawkish clarification of its monetary policy and how markets have reacted. Simon continues to argue for a grinding range-bound market where company-specific execution will increasingly inform stock prices. He brings on Ann Summerson to examine some of the potential ramifications of new government policy and potential policy changes to come. Companies mentioned in this episode include LHX, V, FISV, and RHX.
Simon discusses the recent ebbing of the stock market rally off the June lows. He suggests a trading range might take over where selectivity, discipline, and a heightened focus on fundamentals, particularly free cash flow generation, will increasingly come into play. He brings on Nick to discuss the key takeaways and impacts from the Inflation Reduction Act. Companies mentioned in this episode include MTK, ABBV, GNRC, AAPL, DHR, AMZN, APTV, NN CVX, XOM, and JNJ.
Today Chase talks about the sustainability of a large market rally since June and with Vasilios Rajendra, they look at the fundamentals of various retail names, as well as talking about the efforts of an activist shareholder of Disney. Companies mentioned in this episode include LOW, DIS, HD, GM, and NFLX.
Simon discusses the very confusing economic backdrop and suggests that the stock market bounce off the June lows could reflect expectations for a more benign slowdown. He makes the case for APTV, BRKB, and DIS as superior operators in a challenging environment. Greg helps to examine the big picture and how support is coming from some unlikely sources. Companies mentioned in this episode include BRKB, DIS, APTV, AAPL, and NFLX.
After seeing an oversold market in June, we saw a huge recovery in July. This week we look at what's driving the rally and if it still has potential. Then, a review of mixed reports on Generac. Companies mentioned in this episode include GNRC.
Simon discusses how the market decline has moved into a new phase focusing more on company-specific execution and outlook. This should increasingly reward the superior operators that have been lumped in with some of the indiscriminate selling over the first half of the year. He brings on Matias Rodlauer to review encouraging earnings reports from DHR, V, and GOOGL. Companies mentioned in this episode include DHR, V, GOOGLE, AAPL, MSFT, AMZN, WMT, and PG.
We're not ready to bet on a bottom but we can look at the data and show why we're likely to see a rally through the summer and maybe more. Also, a look at the merits or lack thereof for ESG investing. Companies mentioned in this episode include DHR, AAPL, INTC, GOOGL, META, and DUK.
Simon discusses how a well-positioned U.S. consumer is a current silver lining. He then talks about bonds and how investors have been selling precisely at the time they should be considering. He brings on David Mount to review some specific fixed-income strategies and asset classes within that make sense in a possible rising rate and continued inflationary environment. Companies mentioned in this episode include C and JPM.
Simon explains from multiple perspectives how difficult it is to quantify what risks are discounted in current stock prices, but guesses that the bottom may not yet be in. He brings on Ann Summerson to discuss the ins and outs of 529 College Savings Plans, including some new wrinkles with respect to financial aid eligibility. Companies mentioned in this episode include JPM.
The year is half over, and so far it's been historically bad. This week we review how this fits in history and try to gain some perspective from the past, and then review 3 companies from the portfolio.
Simon discusses which stock market risks could already be discounted in prices. He suggests valuation multiple compression is well underway but how stocks still need to properly account for the likelihood of declining earnings. He brings on Dan Clifton, Head of Policy Research at Strategas, to discuss the relationship between government policies and the markets and how to appreciate the message of the markets over forecasts. Companies mentioned in this episode include AAPL, JPM, and GM.
Simon discusses the recent cascade in stock selling and offers some historical precedent in terms of the depth and duration of bear markets. He also examines the historical relationship between bear markets and recessions. Simon and Vasilios discuss WIG's emphasis on high-quality, high-margin growth companies such as COST, V, and MSFT.
On this week's show, Chase discusses how investors are asking about the chances of a recession and why that's not the question investors should be focusing on. There was big inflation data last week and we talk about what this means for the economy and investors' behavior both in the markets and in their daily lives as Chase is joined this week by a fellow portfolio manager, David Mount.
Nick and Vasilios discuss the key drivers of the market with an in-depth discussion of the Federal Reserve's interest rate policy, inflation, and the talk of recessions. Plus, a review of some common questions from new investors and an explanation of why time horizons matter for evaluating risk.
After a wild week and volatile month in the markets, this week Chase explores an investment in a hypothetical restaurant to explain todays equity versus bond investments. Also, a quick breakdown of a big deal from Broadcom and we welcome back Michael Antonelli to discuss investor behavior. Companies mentioned in this episode include AVGO, and VMW.
Simon discusses what history says about the depth and duration of bear markets around recessions and non-recessionary environments to help provide some context for the recent drawdown. He also offers a refresher on how individual bond returns work and how it might be time to revisit bond "ladders". He brings on Greg Smith to discuss some planning opportunities around Roth conversions and Required Minimum Distributions. Companies mentioned in this episode include AAPL, WMT, and TGT.
Simon discusses how the proper harnessing of one's emotions is much more important to investing success than market or economic influences. he identifies a number of potential pitfalls that investors often lose sight of during times of market stress. He brings on Matias to highlight the positive cases for FBHS and CRL amid the rout in growth stocks. Companies mentioned in this episode include BRKB, CRL, FBHS, MSFT, PLTN, and ZM.
With weeks like these, with their rolling waves of volatility, it's difficult to put thoughts on paper or in a recording for that matter. This week we review what's driving the markets, and what the Fed did this past week. We bring on Baird's market strategist, Michael Antonelli, as a guest to share his outlook.
The markets have returned again to January's lows, but corporate optimism is better than Wall Street's outlook. This week we look at those angles and discuss with Matt Anderson CFP® how to maintain a sustainable withdrawal rate with lower returns and higher inflation. Stocks mentioned in this episode include FISV, MRK, AAPL, and AMZN.
Simon reviews a list of market indicators and characteristics that have been present at the important market tops in 2000 and 2007. The current conditions suggest caution, yet investors should refrain from making drastic portfolio moves. Simon and Vasilios review the strong cases for owning DIS, FISV, V and STZ.
Simon discusses the impact of higher interest rates on stock valuations and how there will be greater performance divergence when not "everyone gets a trophy". He also discusses the recent treasury yield curve inversion and the rout in bonds. He brings on Ann Summerson to review the important facets of the Secure Act and what is proposed in Secure Act 2.0 legislation. Companies mentioned in this episode include FB, GOOGL, AAPL, AMZN, ZM, DOCU, NFLX, NVDA, CRM, and MSFT.
This week a Fed governor updated the story and said they'd be sucking cash out of the market faster than previously thought. However, that's opened the door for other investments, which we discuss on this week's show.
On this week's show, we put out a warning to be wary of who you're listening to and who's being presented as an expert. Too many fools are brought before us each day. Then we talk about the different needs of different generations with guest Nick Sorden this week.
Simon discusses the regime change at hand given the end of the Quantitative Easing era and its implications. He highlights slowing growth as the main concern and examines historical relationships between recessions and the stock market. He brings on Greg to discuss the possible timeliness of Roth conversion strategies, as well as pairing them with charitable giving plans.
Front and center this week was the Fed raising rates, making some things more expensive to fight inflation. On this week's show, we talk about what that's doing to the markets, what wasn't expected in their statement, why the correction may be over, and bring on John Kinzer, Vice President and Senior Loan Officer at The Kinzer Group, to talk about what this means for mortgages. Companies mentioned in this episode include LH.
Simon discusses and puts in perspective the financial markets' four central concerns: the Ukraine invasion, falling stock valuation multiples, inflation, and slowing economic growth. He brings on Vasilios to discuss the rise and recent fall of Electic Vehicle-related stocks and how very attractive growth opportunities for the space are here to stay. Companies mentioned in this episode include AMZN, APTV RIVN, GM, F, HYMTF, HMC, NSANY, TM, and TSLA.
John Travolta's psychopathic character in Broken Arrow knew better than to shoot at the nukes, but this week the market didn't like that Putin didn't seem to mind. What does that and the Fed chair's testimony this week mean for an investor? We look at that and talk to one of our analysts on this week's show. Companies mentioned in this episode include GNRC, ABBV, and AVGO.
The largest war in Europe in about 80 years started this past week. Although it was predicted, the markets still acted initially with surprise, only to adapt and then rally big off of the recent January lows. This week we explore why that selloff and rally happened. Later on, we talk to Ann Summerson to get an understanding of Social Security strategies.
Simon discusses the twin headwinds of the Ukraine crisis and potentially more aggressive Fed action and how to think both in terms of portfolio positioning. He then highlights some myths of investing that he knows to be true but are easy to lose sight of in volatile conditions. Vasilios comes on to present the case for both DIS and FISV as great long-term growth stories. Companies mentioned in this episode include V. DIS, FISV, T, NFLX, MA, AFRM, and SQ.
Simon discusses the current slide in growth and Technology stocks and whether a large swath of the names have entered into a multi-year bear market. He brings on Nick to discuss the Metaverse and how it is a long-term technology theme that is worth positioning for. They describe what the concept entails, how the building blocks are already in place, and how many of today's core, well-established companies are already heavily involved. Companies mentioned in this episode include BRKB, FB, AAPL, GOOGL, DIS, JPM, AMZN, MSFT, NVDA, TSLA, TI, AMAT, AXP, COF, WMT, WFC, CMG, TI, RTN, BNY, INTC, RBLX, and NKE.
This week we look at the correction in the markets this year. How unremarkable they are, what's driving them, and what should come next. Also, it's earnings season and we have a few companies to review. Companies mentioned in this episode include AMZN, TRMB, and MRK.
Simon discusses the current correction in various equity asset classes and places in historical context. He reviews the carnage and suggests that regime change away from high multiple growth stocks is at hand. He brings on Matias to discuss the rationale for owning FBHS, JNJ and GOOGL. Companies mentioned in this episode include FBHS, GOOGL, JNJ, MRK, and SHW.
A fast-moving clipper is taking the market to correction territory this month, with many of the street's favorites now in bear market territory. This week, Chase and Greg, look at what's driving this storm and then talk about a financial planning technique that's hugely impactful and under threat of a legislative change.
Simon discusses valuation multiple compression and the significant rotation so far this year from expensive to cheaper names. He brings on Dave to think about rising interest rates and how they should inform investment portfolio positioning. They talk about areas of the stock market to favor and fade and ways to navigate a particularly challenging environment for fixed-income investing. Companies mentioned in this episode include USB, BRK, PNC, WFC, JNJ, DHR, JPM, and C.
Simon and Chase highlight the key drivers and themes that informed last year's stellar returns and peek into 2022 to weigh various headwinds and tailwinds. They focus on strong corporate fundamentals tempered by possible multiple contraction which will likely make investment selection that much more important. STZ, DIS, GNRC, and MRK all screen as attractive with multiple catalysts. Companies mentioned in this episode include STZ, DIS, GNRC, MRK, C, JPM, BRKB, APPL.
Simon offers some observations on what to expect in 2022 and how sticking with quality and value will likely be more important. He highlights Healthcare and the more economically-sensitive names and how speculative, high multiple growth may have further to fall. He also discusses how the international markets and Japan, in particular, are attractive.
Financial Planner, Matt Anderson, contemplates some of the lessons learned from 2021 and provides some brief thoughts on things to consider moving into 2022.
Today we look at an expected shift in the market trend, as we get back on the tracks that carried us for 40 years. How the cycle to take us to there may hurt some investors, and ideas that will instead profit you along the way.
We have 9 days left in the year to make financial moves if they're going to get done this year. The clock is ticking, and you have one less day to work with than you might think -- because Christmas falls on a Saturday, the Market will be closed Friday, December 24th, further shortening the timeline. My pleasure to bring you several ideas of late in the year moves you can make to help your and your family's financial situation. Give it a listen and see if any apply to you!
Simon remains optimistic about the stock market in 2022, but suggests investors temper their enthusiasm and approach with reduced expectations. He highlights possible valuation multiple compression and more modest earnings growth as reasons. He also discusses how the average stock is losing upside momentum and how discounts in quality names are providing an opportunity.
Today's the day we move monetary policy forward, with today's Fed meeting and subsequent statement. This morning, we look to what's going to happen and what that means for the markets, specifically illustrating how it's affecting one of the strongest stocks in the markets this year.
Looking out over next year this week, we look at where the trouble lies. While corporate results are expected to remain strong, a key tailwind for the market's results for years will start to be a headwind and may have an outsized impact on returns.
On today's podcast, David goes over the latest economic data the group is following as well as discusses how inflation could impact the housing market if you are thinking about your next move.
Simon discusses the current reversal in what had been working in the market. He cautions against momentum trading and market timing, argues for portfolio balance, and examines the current environment relative to both the pre-Covid landscape and during the 2013 "Taper Tantrum". He makes the case for owning quality dividend-paying stocks and IBM, specifically.
On today's podcast, Chase talks about the volatility since Black Friday, resulting from the Omicron Covid-19 variant and the Fed's comments this week. Also, a look at what we'd consider buying if the volatility continues.
Today on the show, Vasilios discusses the Q3 growth scare, inflation concerns, and the Fed. He also counts down The Wise Investor Group's top 10 holdings, sharing why the team considers them our favorite investment ideas. He also briefly talks about the group's incorporation of traditional value principles into the modern investment environment, and how that framework allows construction of a portfolio built to succeed in the long run.
Simon discusses how challenging it is to improve returns through market timing. Specifically, he throws cold water on the idea that investors can successfully market time by weighing the probability of recessions, focusing on market valuations, or measuring the duration of a bull market.
Simon discusses how pessimism is dominating the headlines, but overall there are more tailwinds than headwinds. He details why stock investors should still be optimistic about 2022. He also highlights the buy rationale for Visa (V), Disney (DIS), and Johnson and Johnson (JNJ).
Financial Planner, Matt Anderson, tells you what you need to know about the current status of the Build Back Better plan. Many of the changes that would affect individuals in the original draft have been removed. In fact, most higher income people will see a tax cut next year if things stay where they are now.
The electric vehicle market is compelling but investors are treating some new stocks like they're the hottest dotcom stocks of the late 1990s. Today we look at some comparisons in the market, as well as looking at an alternate asset class for investing during periods of inflation.
Simon discusses how the recent growth scare is sufficiently discounted in stock prices and how most economically sensitive sectors and industry groups are currently leading. However, he advocates for portfolio balance and owning companies with secular drivers over trying to chase momentum. He highlights the more cyclical names in the WIG portfolio: Aptiv (APTV), Magna (MGA), Caterpillar (CAT), and Fortive (FTV).
Simon cautions on judging an investment by the knee-jerk, post-earnings market reaction. He also discusses the potential pitfalls of trying to predict legislative outcomes, underappreciating "slow" risk, and the limitations of the widely-adopted "60/40" portfolio allocation. He highlights quarterly results from Johnson and Johnson (JNJ), AbbVie (ABBV), Merck (MRK), Amazon (AMZN), Northrop Grumman (NOC), and L3Harris Technologies (LHX).
In today's episode, Nick Sorden explains the history of UN climate summits, why this time might be different, and some stock ideas to think about ahead of future climate meetings.
Simon discusses how many investors have a misguided idea of inflation's impact on the stock market as well as how to hedge inflation in portfolios. Simon also talks about the current backdrop including the outlook for Utilities and Financials including short takes on NextEra Energy (NEE), JPMorgan Chase (JPM) and Citigroup (C). He highlights what we heard from Apple (AAPL) and Google (GOOGL) in their recent earnings reports.
Today, Chase looks at sentiment data which could power the market through the end of the year, along with the third-quarter earnings data, as the market makes new highs after a tough September.
Today on the show, Chase looks at some ways to manage risk and still beat inflation while also talking about the assets to avoid. Plus, a few results from our portfolio and a quick take on crypto.
Financial Planner, Matt Anderson, discusses the 2021 Long Term Capital Market Assumptions from investment companies and how we should be thinking about this from an investment management and financial planning standpoint. A focus on specific investment selection and on stress testing of your financial plan will be essential over the next 10-15 years.
Though the infrastructure bill is still just a proposal and continues to be negotiated at this point, rumor and conjecture offer glimpses into how the wind is blowing for income tax rates, capital gains tax rates, Roth IRA conversions, and estate tax limits. In today's show, Greg explores how some of these rule changes, if enacted, could affect you and what to do about it.
Today we look at the freshly released consumer price information and what it means for inflation and the markets. Also, as this challenges the returns offered by bonds, Chase talks about alternatives to fixed income.
Simon discusses how October is historically the most turbulent month and this year so far has been no different. The average stock in the major stock market averages has already corrected at least 10% from the highs and divergent performance between market sectors continues to be the norm. Simon discusses how a recent move higher in interest rates could be at least one catalyst for growth stocks stalling. He looks at the historical relationship between growth stocks and interest rates and how to think about positioning going forward. Simon also makes the case for Amazon (AMZN) and Constellation (STZ) as being fairly valued with strong growth prospects.
We are bombarded with information every day. How do we filter out the noise and focus on what matters? On today's show, Nick shares some research on decision-making and ideas on ways to reduce errors in judgment.
Simon discusses the significant outperformance of large growth stocks, namely Technology names, over the more economically-sensitive stocks in recent months. Relatedly, he also comments on the significant underperformance of the average stock versus the broad market averages and how much of the market has already corrected from the spring highs. Understanding what growth slowdown risks have already been discounted by these divergences could create opportunity. He updates the buy case for Costco (COST) and Disney (DIS).
This week Chase looks at what's been unleashed on the markets recently and why he's not worried despite the challenges we're facing. However, why this is a rehearsal for a lot more to come in the near future.
On today's show, Chase looks at the case of the Chinese real estate investment debacle and takes us through the history of Long Term Capital Management's failure in 1998 and the similarities for investors. Also, an update on Disney's quarter and the case for Merck.
Ann follows up her July review of Social Security with a similar overview of Medicare. How do you become eligible? When should you take it? How much does it cost? How does it work?
Simon discusses the four most salient stock market concerns, the "four horsemen," which may not be as negative ultimately as consensus expects: inflationary supply chain disruptions, higher corporate tax rates, slowing growth, and potential Fed tapering. He also looks at Apple's recent court ruling and makes a case for Amazon as currently attractive.
David discusses what to consider before investing in the real estate market and covers the latest economic news we are following.
Simon updates on the current environment, looks backs at the various market phases over the past 16 months, and what WIG is most focused on going forward. He also takes a look at Commodities, U.S. Stocks, and U.S. Housing and asks if the case for them being asset "bubbles" has merit. He adds some color on the recent price drops in ABBV and STZ and how they are still buys.
Today we examine the numerous disappointing economic indicators coming out of August and what it may mean for the rest of the year. Also though, why it's a positive for the stock market and why we're still bullish.
On this week's show, we look at a bunch of leading indicators from August and examine if the economy is strong enough to fly on its own. Then, we talk about the Fed tapering, what it is and how much it matters. And, we look at what could happen to stock prices if we return to recent valuation levels. Also, the quarterly results from Broadcom and a speculative name to discuss.
Simon sees value in the Industrials where investor outflows, reduced expectations, and reasonable valuation multiples have created some good opportunities. He stresses selectivity, however, and makes the case for owning CAT, FTV, and GNRC. He also discusses some credible fixed-income investments in a low-interest rate world. He highlights senior bank loans and preferred stocks as potentially attractive.
Simon discusses how the megacap Technology stocks, the "Big Five," are consistently doubted despite their incredible performance and resilience even in down markets. He looks at the group collectively and their individual business models to argue that they all have significant exposure to the most promising technology trends. And, importantly, the merits of the five might actually be understated and undervalued by investors.
After this week's rundown on the markets, Chase brings on one of the Wise Investor Group's analysts to look at the business segments within Alphabet and their operating results.
Simon discusses how too many investors position their portfolios for market extremes, particularly negative outcomes, and how they would be better served having a reasonable investing base case. Prognosticators and forecasters make their living trying to scare people away from their base cases. Right now, despite numerous distracting influences, the market outlook is still favorable largely due to visible earnings growth. He also examines the positive outlook for DIS and FISV.
In today's episode we talk about the HENRYs, those high earning, not rich yet millennials. Millennials are starting to hit their peak earnings years, but are falling behind due to recessions and the pandemic. We'll share some of the data and some steps to start building wealth and hopefully become more resilient to future crises.
This week, we look at the shift in market cycles and expectations for the future quarters. It’s not all bad but this is what to consider when the time for Fed tapering comes.
Before going too much further into the second half of the year, there are a few things you can do that are well within your grasp to lead to better sleep at night. In today's show, we'll cover topics such as updating your financial plan, reviewing your asset allocation, and reviewing your tax situation.
Simon discusses the current newsflow and examines what issues are worth worrying about and which will likely prove to be "noise." He also reflects on the current housing market and whether it is reminiscent of the bubble that led to the Financial Crisis. He looks at the WIG equity portfolio Healthcare exposure and highlights recent earnings reports from MRK, ABBV, DHR, and LH.
With more leading indicators hitting the street, today we look at why future growth concerns are more important to the markets than inflation worries today. However, those growth estimates may be too low!
Simon discusses how year two of a bull market is historically much tougher than year one, and the past few months are proving to be no exception. He comments on how the broad market averages have held up, but there is a lot of confusion and volatility underneath the surface. He also cautions against confusing a kneejerk stock price reaction with a poor earnings report. Finally, he highlights the mostly stellar results from the mega-cap Technology names.
We've had a few bumps, but largely the markets have continued higher. Meanwhile, the bond market seems to be forecasting slower growth and is offering negative yields. Today, we consider why that is, and then an interview regarding the results of a couple of our top holdings.
Matt provides a discussion on advice that may go against the prevailing tide. He takes an engaging look at not contributing to a traditional pre-tax 401k plan, waiting until 70 to take Social Security, not paying off your mortgage before retirement, investing in a portfolio of 100% stocks, selling your investment "losers," not needing a trust and holding a lot of cash.
Should you tap into your home equity if you are nearing retirement? In this week's update, David dives into that topic and covers the latest economic news we are following.
This week, Chase returns to a look at the energy sector and the substantial changes to long-term plans there and where we're investing today. Also, the risks of the third quarter in the stock market and a review of TIPS and the banking sector.
Ann covers how you become eligible for Social Security, how your benefit is calculated, and how working - or not working - affects it. She also talks about what happens if you take your benefit early or if you delay. Finally, she sheds some light on both the Social Security death benefit and spousal benefit.
While the expansion is well-fueled to continue, the short-term indications are setting an elevated risk of a pullback. Today we share some thoughts on what may be a volatile summer in the markets and a stock to add for a long-term holding.
Simon discusses how the market looks a lot like it did a year ago. Leadership has shifted back to some of the growth and "stay at home" names that the more economically sensitive names had outperformed in recent months. He advises clients to maintain course and stay invested in light of mostly still favorable overall tailwinds. He also makes a case for investing in Europe, the defense sector, and some of the beaten-up equipment names like CAT.
Simon highlights five key investing lessons he was reminded of from market action over the first half of the year. Too many forget some or all of these five all the time and make the same mistakes repeatedly. He also relays some of the latest positive updates from Aptiv and Constellation Brands.
For now, it seems we're stuck with the current narrative of the threat of inflation instead of the promise of economic recovery. This week, we continue to look at the different angles this recovery brings for the markets and what we want to own for the future that this growth will bring.
Simon discusses how the sands are shifting, and stocks are struggling to price what the economic backdrop might look like on the other side of the "sugar rush," the initial reopening surge. These evolving perceptions are fueling an uptick in overall market volatility as well as volatility underneath the surface between sectors. He also discusses how difficult it is to forecast inflation and to correlate earnings growth with stock market returns. He highlights the latest from Danaher, bank names, and the outlook for European stocks.
After incessant talk of Fed moves and inflation, what will the economy really look like in a couple of years? So this week, we start a series on how to invest for what comes next.
Everyone's talking about inflation. Is it hyped, and if the Fed makes a move, under what conditions will that occur? This week, we look back on what the Fed said and what they're seeing, and we take a contrarian stance to what everyone except the bond market is saying.
Simon takes a deep dive into whether trying to time a deployment of cash into stocks makes sense. It is easy to become paralyzed and come up with reasons to wait: anticipating a dip, waiting for a recession, hoping for cheaper valuations, etc. The historical data suggests investors in most cases are better off putting funds to work.
Are you one of the 2.7 Million Americans above age 55 contemplating an early retirement? Make sure you've got these 6 steps buttoned up before you retire to make sure it's satisfying, fulfilling, and enjoyable!
Looking at conditions and data, the market is better positioned today than its been in a long time, certainly better than at the end of 2019 before the pandemic. Today we look at why that is and a company poised to benefit from the landscape.
Simon discusses the current market churning and highlights some of the important trends to watch underneath the surface. He examines the current melt-up in house prices and how there are both demand and supply drivers. He also highlights some recent news flow from AVGO, COST, and BABA and the buy rationale for each.
The pandemic has caused some lasting effects on the Senior Living Industry. Ann discusses how the industry is reshaping itself to move forward. She also touches on points to consider when deciding where to spend your later years.
Organic fundamentals are raging. PMI highest in decades. This week we look at what that means for stocks and inflation and how gold falls short against inflation.
David goes over the latest economic data we are following and discusses key factors to consider when looking to use a construction loan if you're building your dream home or looking to renovate.
Simon provides some questions to ask if you are paralyzed and unable to make the decision to invest in the stock market, He also suggests a strategy. Simon examines the current market from the perspective of multiple indicators and compares it to previous significant market tops. We should not necessarily conclude that the highs have come and gone. He then looks at the fundamental buy case for FISV and DIS.
Matt Anderson shares some of the current events being discussed in the world of financial planning. Topics include the Secure Act 2.0 which made its way through the House Ways and Means Committee two weeks ago as well as the American Families Plan introduced by President Biden at the end of April.
Simon discusses how too many investors let their personal narratives and world views get in the way of smart investment decisions. However, there are legitimate reasons to be cautious right now including stretched stock valuations. Simon places in context and suggests that investors model for more modest returns going forward, but that stocks should still be owned. He highlights the buy cases for APTV and NEE.
There's been a lot of talk about the long-term capital gains tax rate nearly doubling from 20% to 39.6% plus the 3.8% ACA surtax. Will it apply to you? What does this mean? Will it pass? What are some of the ramifications of this to taxpayers down the line? Greg will get into all of this in 16 1/2 minutes of your time.
Ann discusses the change to financial planning behavior that has come about after the passage of the SECURE Act and the Tax Cuts and Jobs Act. She also reviews some of the proposed new legislation that could result in further changes.
Simon discusses the recent rolling over of many Technology names and how, in general, relative performance has been ebbing for a year. He looks at the broader implications of this and whether Growth, dominated by the Technology names, could be set for a multi-year period of underperformance vs. Value. He highlights LHX as a "growthier" name at an attractive valuation.
This week, Chase reviews the phases of the market cycle and goes over many earnings results. As the cycle moves on from the Hope to the Growth phase, we talk about why stronger earnings growth has traditionally been the period of lower stock returns.
Climate change and sustainability are not new topics, but we are starting to see the issue thrust into the investing world in ways we have not seen before. In today's podcast, Nick Sorden discusses the state of sustainable investing, what it means, and how to think about sustainability in your portfolio with some names in our portfolio.
Simon discusses how, after the largest 12-month rally since 1950, investors should be prepared for a sideways, transitional period. A number of indicators suggest the markets need a breather. There are also more fundamental concerns such as the potential for higher inflation and taxes that should temper enthusiasm, although the base case is still positive. Simon also highlights the recent earnings reports from DHR, JPM, C, and T.
Today, Chase unearths old reports to reflect on expectations when the pandemic was just getting started. What does that mean for us going forward and for forecasts in general? Then, a contrast between the investment opportunities in Disney versus Netflix.
Financial planner, Matt Anderson, delves into a discussion on trusts. Starting out with the basics, he works his way into the different types of trusts and the tax considerations of trusts. He ends the discussion looking into reasons why someone would want/need to consider a trust or why someone wouldn't need a trust.
This week Chase looks at the case for hydrogen to go from a failed clean energy alternative to a viable bridge to a renewable electric economy. How realistic is it, and how can it be invested? Also, an update on Magna International and a possible partnership changing everything.
Simon encourages investors to see the "forest through the trees" and to understand the base case for stock market optimism. He fades the likelihood of a "crash" during an economic boom and suggests that corrections and market skittishness are to be bought. He also highlights the latest from STZ and LH.
To mark April as Financial Literacy Month Ann provides an overview of the fundamentals of financial planning: saving, investing, and guarding against the consequences of unexpected events.
The burgeoning spring is bringing with it the reopening and accelerating economy in the US and abroad. Today we focus on a cyclical name poised to take advantage of the business cycle, what we're seeing in the European recovery and an update on the Life Sciences sector.
| On this week’s show, David dives into the latest economic data we are following and answers 3 questions you should ask yourself before making that next real estate purchase. |
Simon discusses the current backdrop and increasing likelihood of a frustrating transition period in the markets. However, this should be a period that ultimately yields to higher prices. He also places the impact of inflation on stocks in some historical context and then discusses how best to position your portfolio. He highlights the buy cases for MGA and FISV, the latest additions to the WIG Equity Portfolio.
One good turn deserves another. It's amazing what benefits you and your family can enjoy by benefitting others. If you were extra charitably inclined this year, Greg provides 4 ideas for resultant portfolio moves you can make, as a result of a larger than usual deductibility of cash donation to charity this year that might not otherwise come readily to mind. Enjoy!
On this week's show, Chase reviews some of the short-term dynamics stirring the markets this year and gives a primer for the upcoming earnings season. Also a sell of a former bet and new name on the speculative front.
Financial Planner Matt Anderson discusses estimated taxes. In particular, he looks at some of the causes of tax underpayment and how to think through calculating your estimated tax payments.
Simon discusses what could be a sideways transition period for the market. Within the market, he discusses the rotation from the "stay at home" into "out and about" as well as growth into value stocks and how investors should maintain portfolio balance. Simon also examines the case for inflation and how investors need not panic. He makes the case for COST as a solid addition to the portfolio at levels well below all-time highs.
Today Chase discusses the expectations for treasury auctions and what they're doing to interest rates this week, and what that means for the stock market. Then, a look back at recent history and a target for where rates are headed.
Simon discusses how the recent rise in interest rates has accelerated the market rotation from Growth into Value. He reviews the historical precedent and how Growth stocks, the market in general, and other asset classes like housing have performed in rising rate environments. He also looks at the dangers of owning long-term bonds, particularly Treasuries, in such a backdrop. He briefly argues for C and MET as names to consider with Financials looking attractive.
Simon discusses gold and how it has been down in price amid conditions that would normally be considered favorable. He considers it an unreliable hedge. Simon also talks about the tailwind of higher interest rates for Financials. He highlights Citigroup and MetLife as names to consider.
With taxes on everyone's mind, Financial Planner Matt Anderson talks about the items of ordinary income and capital gain income and uses examples of specific financial planning strategies to illustrate the interplay between the two different tax schedules.
The market has seen a bit of a pullback, with some of the most widely held names falling the most. Are you thinking of buying the dip? Lets look at their various valuations first. Also mentioned on the show: AAPL, AMZN, GOOGL, FB, NFLX, TSLA, MSFT.
This week, we look at the end of multiple expansion and discuss why the markets will still continue higher. We also evaluate the value case for ANT group and what's transpired there.
Simon discusses how so many investors make a stock market crash their base case expectation. He details the current collection of market signals suggesting an economic upturn, rather than a significant decline in corporate profits. He also looks at the modern history of corrections and bear markets and how waiting around for a crash can be costly. He shares some recent encouraging updates from Aptiv and McDonald's.
Simon discusses how successful investing is more about avoiding mistakes than being a genius. He offers some detrimental investor traits at work in today's market. He also argues that better than expected corporate earnings are a somewhat under the radar driver of recent market strength. He highlights recent stellar reports from DIS, GNRC, and LH as well as encouraging newsflow around STZ.
In this week's update, David goes over the latest economic news and data and dives into the concept of risk tolerance and how to view it in the context of your portfolio allocation.
Not yet, but folks are convinced inflation is coming. In this week's show, we look at what's driving that, how much and when, and what can we do about it, how should we invest?
Two opposing forces are playing out right now. On one side, a fear of missing out or FOMO is luring investors with a steady stream of sensational stories about investors making millions-seemingly overnight. On the other hand, fears of a top in the market are driving investors away, as they wait for the perfect time to wade back into the market. On today's podcast, Nick Sorden, discusses the psychology of our current moment and shines a new light on the notion of market timing. Special thanks to Ross Mayfield, CFA: PWM Investment Strategy Analyst, for providing content and data to support this episode.
Simon discusses the current trading mania affecting certain stocks and how it is symptomatic of an overall rise in speculative appetite. He places current conditions in historical context and argues that while a correction is likely, a major downturn is not. He also references the numerous markets that are not even close to being in "bubble" territory. He comments on the recent positive earnings reports from Apple and Facebook.
This week, Chase looks at the bull case for the stock market, led by the liquidity in the capital markets, but also the threat of inflation. What would inflation do to your portfolio, your plan, and what should you do? We start to explore this topic here today.
Welcome to the New Year! 2020 is in the books and it's time to look forward. The new year brings with it a fresh set of circumstances and dynamics and asset values and multitudes of factors that may have changed all around us. In today's show, Greg Smith highlights the top ten action items worth pursuing early on in the year to make sure you and your family are on the most solid of financial footing.
Financial Planner Matthew Anderson talks about the importance of understanding one's time horizon for investing.
Simon offers five reasons why, even though expensive by most metrics, this stock market environment still does not remind him of the Tech bubble in 1999. He discusses how the potential for higher taxes and inflation have replaced election outcome anxiety as investors' primary worries, places in context, and helps to clear up some misperceptions.
Financial Planner Matt Anderson talks about the Marginal Tax Rate. What it is and why it is important to know when making financial decisions that involve whether to recognize income now or defer it to the future.
Simon discusses the lay of the land and how there is much to make investors anxious: stretched valuations, all-time market highs, political changeover, and market rotations. He frames the backdrop and argues that investors should still have a positive outlook but should be prepared for both volatility and a more selective market. Simon also discusses how the Financials are attractive as is Defense from a contrarian perspective. He updates on the latest positive news flow from STZ and CAT.
Welcome to the new year! Now that the calendar has turned, you can now know to the penny how much needs to come out this year from your inherited IRAs and IRAs that you might have to take Required Distributions from if you're 72 years of age or beyond. How will you remove what needs to come out this year? I have several ideas for you to consider and invite you to discuss with me!
Simon discusses how all-time stock market highs have ushered in some greed, but maybe anxiety and nervousness for most investors. He places the current highs and improved market breadth in historical context and argues that we should expect more positive returns over the next 12-18 months (although it could be a circuitous path). He also offers five reasons why the Financials should be owned going into 2021.
Today Chase makes the case to be prepared for a January sell-off in the markets and how to handle it but also puts a focus on another economic measure that benefited from the pandemic and may push the markets higher into 2022.
Ann discusses possible changes to everything from marginal and capital gains tax rates, Social Security, estate taxes, and more. And she gives some financial suggestions to get your new year off to the right start.
This week, Chase talks about the effects the stimulus bill may or may not have on the markets, how it helps people, and also a 25 year retrospective on market timing.
Simon discusses the rise in speculative excess as measured by stretched stock valuations, IPO frenzy, and elevated measures of positive sentiment. He discusses which concern him the most and over what timeframes. Simon specifically addresses the vulnerability of Technology stocks.
On this week's show, David discusses potential home buying mistakes people should be looking out for.
As we wind down a long and challenging year, it's time to review everything that's happened and evaluate short, medium, and long term outlooks. Chase discusses the differences between the volatility and corrections we might see in the short term, and whether the stage is set for a new long term bull market.
Simon discusses how investors should not just rely on industry classifications of what constitutes a value stock and, instead, should seek out individual businesses with emerging growth profiles trading at discounts to their long-run intrinsic values. He highlights the recent turnaround in GM and sees future opportunities in the international markets as well as GNRC here in the U.S.
Simon discusses the current rotation in the stock market from this year's leaders to those that had lagged since the pandemic began. He then looks at some of the most important themes, trends, and metrics to watch as we head into 2021 that will likely inform market outcomes over the next year. He highlights BABA as a misunderstood opportunity at its current market price.
Conditions are set for a prolonged bull market win, with accelerating capital spending and earnings growth for many quarters to come. Corrections come and quickly pass. Don't fear them but get on board.
Due to the challenging, and anomalous nature of this year, we have been given choices. Required IRA distributions are optional this year. Your realized capital gains may be lower this year. Should you advance income into 2020 or defer it to 2021? How should you go about contributing to charity this year? Where we have additional choices, there is an additional strategy. Here are some ideas for things to consider that can put you and your family on even more solid footing going into the future.
Ann discusses end of year financial planning ideas and tasks - some due to the virus - and others that are pertinent every year.
Simon discusses the character of the stock market surge since the election and release of positive vaccine-related news. He does suggest short-term caution but notes the significant asset class/sector rotation and change in market leadership from the previous stock market peaks in August. Simon also shares some of the latest positive news flow from DIS, C, STZ, NOC, and LHX. Additional companies mentioned include AAPL, FB, GOOGL, and AMZN.
Simon discusses how near-term market caution is warranted, but things look more promising over the intermediate-term. He then shares some of the most useless, hackneyed financial phrases such as "the market hates uncertainty" and how most provide no value to the investor. It pays to ignore throwaway advice!
On today's Wise Investor Show, Chase looks under the hood of the major stock index at more compelling valuations and tries to make sense of the spin the market put on the vaccine news last week. Stocks mentioned include FTV, GNRC, AMZN, AAPL, C, DIS, NFLX, and IMAX.
David discusses how paying more attention to your employee benefits during open enrollment can provide cost-effective coverage and save you money. He also breaks down the recent economic news and data the group is watching.
Simon discusses how the market voted this week in what was an impressive post-election surge. He talks about sector moves - which might be sustainable and which look more like knee jerk reactions. He argues that divided government is often positive for stocks over intermediate-longer timeframes and this time may not be any different. He also shares highlights from some recent earnings reports including those from the big Technology names. Stocks mentioned on the show include AAPL, GOOGL, AMZN, FB, LHX, NOC, CAT.
We know more each moment but we don't know it all yet. However, the market is responding well to the apparent election outcome of a divided government. Today, we try to move on, looking at recent leading indicators and a special situation in the market.
Simon discusses the current backdrop and encourages investors to not worry too much about events that will run their course in a matter of days or weeks. He looks at the fixed-income landscape and highlights senior loans and preferred stocks as attractive asset classes to consider in a low-yield environment. He reviews the recent earnings reports from LH and CAT and makes the case for owning at these levels.
Normally analysts are fed guidance by companies and see few surprises. This year, they have to guess for themselves and that creates opportunities in the unknown. On today's podcast, we look at such situations and the quarterly results from some of our names (GNRC and LH).
What challenges and opportunities await the children and grandchildren of our clients? When should younger investors start planning for the future?Our next-generation advisor, Nick Sorden, describes ways to break through the emotional barriers to investing and identifies the importance of developing a strategy for your financial future.
Stocks in most presidential election cycles are more accurate forecasters of outcomes than traditional polling. Simon discusses the mixed signals the markets are sending this time around and how to reconcile. He also updates on the latest happenings with WIG portfolio holdings C, JPM, STZ, and MCD.
Simon discusses how panic selling and never selling clearly are not good investment strategies, but there are legitimate reasons to sell. He considers this in terms of individual stocks and at the portfolio level. He also examines why so many investors balk at buying great companies that are going up. Lastly, he discusses the breakout of Japanese stocks from a multi-decade trading range and how a strong buying opportunity may be emerging there.
Financial Planner Matt Anderson looks at gifting through a little different lens. He presents some ideas to gift in the most tax-efficient way to children/grandchildren. Ideas include 529s, Roth 401ks, Roth Conversions, HSAs, After-Tax 401ks, and good old fashioned Roth IRAs.
We're in the final weeks before election day, with millions of votes already cast and many investors worried about what the markets will do. On this week's show, Chase tells us what the markets are going to do and what you should do about it. Plus, thoughts on STZ, MCD, AAPL, AMZN, FB, and REGN.
Sometimes, having too much cash can feel like a 900-pound lead weight in the middle of your portfolio. Sometimes, it can feel like it's providing the buoyancy of half a blimp's worth of helium. Not having enough cash on hand can prove costly too and force you to have to sell at inopportune times. How much cash do you need to have on hand to make sure your portfolio is running smoothly and efficiently while allowing you to sleep at night?
Simon encourages investors to not be as chaotic as the world around them. He makes the case that the earnings outlook for S&P 500 companies may not be anywhere near as bad as some might think in a Democratic sweep scenario. He also provides statistics to show how problematic both market timing and panicking into cash can be. He then reviews the investment rationale for LH and BABA.
Simon examines the historical performance of stocks during periods of high government debt levels. He encourages investors to think of any potential risks over decades, not as reasons to anticipate sudden market crashes. Simon also discusses the investment cases for two of the most recent additions to the WIG Equity Portfolio: FTV and GNRC.
Financial Planner, Matt Anderson speaks to those investors currently stuck in cash and not knowing what to do. He highlights the cognitive biases that can wreak havoc on investor behavior while in such a position. He also analyzes some of the most popular objections to moving money out of cash and how these strategies have fared throughout history, hopefully giving you ammunition to overcome your fear and get off the sidelines.
Corporate results and economic data is showing the resiliency of the consumer. Volatility is for the near term, but if we picture the consumer next summer, it's of them back on the beach.
Simon shares some of the most common questions he is receiving from investors. He talks about the historical performance of stocks during Democratic and Republican administrations, what the market is currently telling us and how investors should not conflate political leanings with investment positioning. He also discusses how the markets are shifting away from Technology, how to think about stock portfolio balance, and some new names to consider.
This week David discusses ways to help teach your children strong financial habits by age group and reviews the latest economic news we are following.
This week Chase looks at the correction in some of the market's strongest names, what caused it, and why we're not worried. A review of the year and what we expect from the election outcome, as well as for the markets over the next 4 years.
This week, Chase looks at the mini tech correction, the hype of stock splits, and the chance to buy into these prices. Then, an update on the biggest contract in Pentagon history.
Simon discusses the meteoric rise of Apple and other technology behemoths, while underneath the surface a number of economically sensitive and cheaper sectors/asset classes are starting to trade better. He also cautions against conflating personal politics with investment positioning. Simon examines AAPL, AMZN, FB, GOOGL, BRKB, and MSFT.
As we wind down a quarter of recovery, on today's show Chase looks at the elements that will matter for the next earnings season if this market rally can continue. We also take a look at AAPL and DHR.
In today's Wise Investor Show, host Greg Smith covers the most frequently fielded questions of late, such as whether to refinance your mortgage, to opt for the company pension or lump sum, pay the increased long term care insurance premium, and whether or not to put back into your IRA the income taxes that were withheld.
On today's show, Chase talks about trying to ignore or at least discount those talking about what's going to happen in the markets. Also, why the Apple release cycle will be exciting this year and doesn't matter, these are the stock's merits regardless of the release.
Simon discusses how expectations for corporate profit growth are very optimistic and thus fiscal and monetary stimulus support is crucial for the markets. He also examines how from a number of perspectives - cyclicality, improving economic trends, a weaker U.S. dollar and cheaper valuations - international stocks are looking increasingly attractive. He updates the buy case for LHX and MRK.
The market is pricing in a brighter future, not concerned with today's results, and on today's show, we talk about what that future holds and how to analyze it. What fundamentals drive investments in the coming years, and how to compare different investments based on what comes next. Some stocks are just momentum, while others reveal value on the horizon worth buying today.
Many keep worrying when the market will wake up, when it will connect with reality and sell-off. While we may see volatility and some declines worth buying into, today we talk about why we're starting a new long bull run.
Simon looks at several asset classes that are not getting as much attention with the Tech behemoths so dominant in the headlines. He examines the current outlook for Emerging Market equities, Gold and Bonds, and how all three may make sense to consider in maintaining proper portfolio balance.
Simon examines the continued concentration of performance in a handful of (commonly considered) Technology behemoths. He reviews their recent quarterly results and how the optimism is justified, yet cautions investors should maintain portfolio balance. He also makes the case for industrials and the latest addition to the WIG portfolio, Caterpillar. He adds a look at the recent earnings reports from DIS, LHX, and NOC.
Matt Anderson discusses the 4% Rule amid recent speculation that it is outdated in this environment of rock bottom interest rates and high market valuations. Matt illustrates why the rule shouldn't be discarded but used as a guide for developing appropriate portfolio withdrawal strategies.
Simon discusses how broad narratives are currently much more impactful on stock prices than fundamentals. He highlights the chasing of growth at any price, the weakening U.S. dollar, and pre-election positioning as themes to watch. Ebbs and flows in all three provide opportunities to manage risk and potentially seek out reward. He also looks at the big bank earnings and the two companies that look the best positioned.
For decades, a straight-forward portfolio allocation of 60% stocks and 40% bonds has been incredibly successful from both a return and risk management perspective. Simon looks at the same model in light of today's all-time lows in bond yields and stretched stock valuations to see if it is still likely to work. Simon also discusses the latest quarterly results from T and VZ and comments on their prospects going forward.
Many are asking "how is the market so disconnected from today's economy?", but the market is making big bets of a handful of assumptions. They're so important, that they better come through. On today's show, we review what's already priced in and discuss the risks.
David discusses the current economic environment and delves into the pros and cons of investment properties.
Simon discusses the incredible dominance of a small number of mostly Technology companies in the S&P 500. He looks at the historical precedents of the Dot-Com and "Nifty-Fifty" bubbles and offers some lessons to incorporate going forward. He also looks at the merits of gold as an investment both on a standalone basis and as part of a diversified portfolio.
More money comes into the markets, as investors confront their fears of missing out. However, we're also getting encouraging signs from science and the banks. Pay your taxes today and invest for tomorrow (or next year's earnings).
Financial Planners Ann Summerson and Matt Anderson talk about Mid-Year Financial Planning review items and also cover some of the important parts of the CARES Act for individuals.
Some markets are offering far better valuations at the same time they're also offering better conditions. Today we look for value in some areas while talking about a recent reversal of fortunes for a local name.
Simon talks about the recent splash of cold water on the "V-shaped" recovery concept, but there are still numerous reasons for optimism amid the rising gloom. He also starts the conversation around market positioning ahead of the November elections. Markets have historically been more accurate than polls in terms of anticipating both election and policy outcomes.
Ann discusses how the coronavirus is affecting seniors' plans to move to retirement communities.
Simon discusses the current transitional, consolidation phase the stock markets appear to have entered. He talks about the market and economic backdrop and how WIG is positioning portfolios. He also decries the healthy percentage of investors who, according to recent data, sold all their stock at the lows in March. While such sweeping sell decisions rarely make sense, he offers some reasons when selling is rational at both the portfolio and individual security level. He also reviews some of the recent promising developments at Facebook.
The market goes up and we're given reasons why. Then it turns lower and we're given new reasons. Usually, those stories aren't relevant but there's a big story brewing that may create opportunities.
We're getting lots of encouraging economic trends but they're mixed with some steps backward regarding the pandemic. However, it's the end of this bit of stimulus in July that may derail a V-shaped recovery.
Certified Financial Planner Greg Smith takes you through the physiological process that occurs when under extreme stress, whether it's a lion chasing you or the market is falling. During those moments, decisions made can be harmful to your financial health. In this podcast, Greg takes you through several ideas of things you can do when you feel as though standing there is not an option.
Volatility is picking up in the markets again, just in time for summer. The recovery from the spring lows may have been overdone but there are reasons the selloffs are so sharp, and they're not ones to be afraid of. This week we talk about how to buy into them and a few ideas that may be worth using.
Simon discusses how such a sharp stock market move off the March lows ushers in feelings of regret, e.g. "I should have bought more at the bottom". He puts the tremendous market swings to numbers and explains how timing the trough is not necessary for long-term success. Simple strategies such as buying and holding or dollar cost averaging often outperform frequent trading. Simon also makes the case for Aptiv and Constellation Brands in this environment.
Simon discusses the recent broadening of performance in the market that has extended the historic rally off the March lows. He then does a deep-dive into valuations. He discusses the historical precedent for valuations at bear market lows and asset class dispersions. He then talks about the incredible dislocation between the cheapest and most expensive stocks in today's market to levels that have not been seen before.
Managing speed in a car is similar to managing a roaring stock market. Today we talk about how that's done and the perspective required to reconcile what the market's done with a huge rally off March lows and the expectations for the economy.
Simon discusses the disconnect between the economy and the market and how, while the bear case is easy to make, the possibility that this market advance has legs is rarely talked about. He offers some rationale for this being more than a head fake even as we should expect continued volatility. Simon also thinks about the possibility of inflation amid the avalanche of fiscal and monetary stimulus. He then offers a few thoughts on how housing is holding up during this crisis and the outlook going forward.
David spends time discussing the current economic environment, what the prospects for inflation or deflation look like, and where we see things going from here.
While the economy reels the market rolls. What's it responding to, can it keep going? On this week's show we explore why the rally can continue and how you can participate without chasing the most risk.
A common question today is: why does the market seem so disconnected from the economy? On today's show, we look at why that is, what a timeline and some light at the end of the tunnel means for stocks today. While the threat isn't resolved yet, this is the argument for why markets can continue higher from here.
Simon discusses how investors continue to equate the economy with the stock market despite the reality that they are often not in synch. Virus response success, for example, has not correlated well with stock market performance. Simon also looks at the often proclaimed death of value investing and how investors still have an edge by exercising patience and maintaining longer-term horizons. He makes the case for DHR, LHX, MCD, and VLO following their recent earnings reports.
Simon discusses how it does not seem to matter whether stocks are in a bull or bear market, U.S. Large-Cap Growth continues to trounce all other equity asset classes. He makes the case that this has happened before and history suggests small capitalization and foreign stocks, in particular, may see better days ahead. Diversification could potentially add more value than it has recently.
Simon discusses the impressive bounce off the March lows in the face of some of the worst economic data ever recorded. He places in a historical perspective and looks at several perspectives: investor behavior, low interest rates, and the makeup of the S&P 500 itself. He also discusses the dominance of large-cap tech in the index and what that means for today and going forward. Simon provides the rationale for BABA, the Group's latest addition to the portfolio.
The market may be trying to price in a "V" shaped recovery, where we quickly return to business as usual and swiftly trend back to the economy we had 4 months ago. Do you believe that? Today we talk about the shape we think we might see instead of a "V".
Not since 2008/2009 have we seen this kind of volatility and interestingly, the option to waive taking one's required minimum distribution. Here are several tips for ways you can maintain your resolve in the face of fear in the market; and several strategies for you to keep more dollars in your pocket this year as a byproduct of the CARES Act.
Financial Planner Matt Anderson discusses a handful of practical strategies you can employ in this environment. Portfolio strategies involving loss harvesting, portfolio repositioning, and concentrated stock as well as planning opportunities from the 2020 RMD waiver in the CARES Act--Roth Conversions and gifting of appreciated securities instead of QCDs.
Simon discusses how over this 20-day bounce the strongest stocks and sectors have continued to lead and the weakest have continued to lag. This divergence may continue, although asset flows in and out, respectively, have hit extremes. He also looks at the rally relative to others of this magnitude, all of which have occurred during bear markets. He makes the case for VLO and provides the rationale for STZ as an attractive new addition to the portfolio.
Beating the virus is not a cure-all for the economy. Depending on how long it takes the damage may be lasting. Some areas may never see growth returning to previous levels, but that doesn't mean it trails indefinitely lower. This week, a look at how this plays out and what it means beyond 2020.
Simon discusses the impressive bounce off the late-March lows that have recovered more than half the recent market decline. He puts in perspective and offers that it is too early to declare that the declines are behind us. He also suggests we should not worry about trying to buy at the "bottom" as it likely does not matter much to long-term investors. He presents some market signals to monitor in lieu of having much earnings visibility and discusses how valuations do not matter much in bear markets.
Ann discusses some of the provisions of the CARES Act including the 2020 RMD waiver, the Coronavirus-related Distribution, new relaxed retirement plan loan provisions, and new deadlines associated with the delay of the tax filing deadline.
The market has had some historic rallies off dismal lows, but although we're not there yet, we now start to envision what the world looks like when we emerge from isolation. Unfortunately, it likely won't be the V that would signify a steep recovery, but rather a quick snap off the bottom, then a stall as the economy fails to fully launch and slow growth persists for a very long time.
Simon has spent his past few shows and podcasts discussing the big picture and how investors should be thinking about the current bear market. On this podcast, he dives back into some individual stock ideas. Simon discusses two names in the WIG portfolio that have held up relatively well during the market decline, two that have not and he also offers one to consider from the Group's "wishlist".
Simon discusses how there will be similarities between the current environment and Great Depression in terms of the decline in economic activity, but that the tremendous fiscal and monetary response this time around likely leads to a much better outcome. He also talks about how market "bottoming" is usually more of a frustrating process than an event based on historical precedent. Simon focuses on a few pieces of legislation in the recently enacted CARES Act that could be beneficial to IRA owners and those taking Required Minimum Distributions.
On this April Fool's Day, we look at the market's tendency to react to the news we already knew. What really drives it and what we expect. This is certainly a recession but it's not typical and in some respects, it offers more hope than typical.
The volatility isn't over and the crisis worsens but there are opportunities that can be bought here. We're avoiding those bets on names that may or may not avoid bankruptcy but after a review of the markets, we talk about 4 different names worth buying right now.
David reviews the latest economic news after the historic market bounce and stimulus package. Also, he discusses points to consider when looking for that next house.
Simon discusses how, despite the uncertainty and unprecedented nature of a simultaneous health and financial crisis, there are certain aspects of investor behavior that are timeless. He talks about the nature of past selloffs, average recovery times, the difficulty of harnessing emotions and the misguided expectation of being able to market time successfully. The most important thing is to remain tethered to the long-term financial plan and to not be a "forced" seller.
With all the market craziness, Simon discusses investor behavior and some things that will always be true such as the value of financial advisors, the difficulty of market timing and the challenges associated with being "all in" or "all-out". He also discusses the current lay of the land and why Fed action was criticized more than it should have been.
Financial Planners Ann Summerson and Matt Anderson touch on the importance of a financial plan in times like these, before moving on to discuss some financial Rules of Thumb and whether or not they still make sense.
Most people think this pandemic gets worse before it gets better, you're not alone. The market is working to price that in, however, it's also at the whim of other effects besides investor decisions. Today we look at what's really moving prices, why some securities are caught up in someone else's fight, and what to nibble at right now.
Simon discussed things that will not help during a correction such as headlines, what your neighbor is doing, monitoring valuations, etc. He stresses that the big advantage individual investors have is patience and that it makes sense to sit on dry powder right now. Any buying should be done in the context of a well-thought-out allocation target and financial plan. He also identifies preferred stocks as enticing in an extreme low-yield environment.
Financial Planner Matt Anderson takes you through the mortgage refinance decision where he helps you understand the breakeven point--the point at which your refinance starts saving you money. (Psst, it is longer than you think) Matt also talks about ways to improve the breakeven point by what you do with your monthly savings.
Financial Planner Greg Smith brings on Portfolio Manager Chase Hinderstein for an interview to dissect last week's market volatility and how to invest going forward. Greg also brings in other experts' opinions to help you formulate your own investment thesis.
Bullish long term investors suddenly started to question their allocations this week, because although we talk about risk all the time, we make allocations based on long term financial goals, when the market drops 1800 pts in two days, the plans are forgotten. On this week's podcast, we prepare for what's next. The market's not really on sale yet, the issues are real, but if it gets overdone, what might we buy. Buckle up and listen!
Simon examines how the weight of the evidence suggests investors should still be optimistic about the stock market and helps to explain current market strength even in the face of discouraging headlines. Simon also makes the case for Berkshire Hathaway as a sound investment long after Warren Buffet's reign is over. He refreshes the buy thesis for ABBV, MRK, and BWA.
Today we go through the drill, we have a bundle of good and bad news to share. Most of it is unknowable but we prepare and most importantly, we prepare to not panic! How do you turn volatility into profits instead of being its victim? We drill and prepare.
Odds are high that we see a global recession this year, but don't model for 2008. This one is likely to be the most benign in history.
Now that the SECURE Act has passed, changes are upon us and we need to change our thinking correspondingly. In today's podcast, Senior Financial Planner Greg Smith gives you Five Big Ideas you can start considering today, as it relates to your financial and estate planning, IRAs, and people you love the most.
Simon talks about various forms of risk - not necessarily investment risks, but the risks of misguided investor behavior and thinking. He then brings on a research analyst, Vasilios Rajendra, to provide the rationale for the latest addition to the WIG portfolio. He and Simon also refresh the buy thesis on DIS, LHX, and GOOGL after their quarterly reports.
Simon briefly comments on why the markets stabilized this week, but spends most of the podcast challenging the popular narrative that current market conditions are similar to those seen in late 1999, near the peak of the Tech Bubble. He identifies five reasons why conditions are different today.
Simon discusses the current market volatility fueled by the spread of the coronavirus. While the impacts may or should ultimately prove transient, there is plenty of internal market upheaval in the meantime. He talks about striking the proper balance between owning cheap economically-sensitive names and some more defensive stocks trading at loftier valuations. He also invites in analyst, Vasilios Rajendra, to discuss the recent results and buy cases for AAPL, BWA, DHR, and NOC.
Ann drills down on the changes brought about by the new SECURE act including new IRA distribution rules and the elimination of the Stretch IRA.
While WIG still maintains a relatively optimistic outlook for 2020, Simon reflects on what could go wrong for the equity markets. He notes how it will be important to distinguish between transient risks and those with a lasting impact. He identifies some potential candidates for both. He also reviews the Buy case for C and why Japan may be an attractive market to consider.
Looking back on 2019, Chase reflects on a big market signal from 6 months ago that was historically an 18-month trigger or next year's inauguration day. Also, results from the last quarter may trigger some short term selloffs. These two stocks could be bought into weakness.
The conditions are right for the stock market rally to keep going, but the stage is set for a stumble if we miss a beat. However, there's been a stronger rally going on overseas, and it's better positioned to continue. Also, a new company for us to consider on the show.
Renting and buying largely depends on your stage of life. For many young professionals and retirees, renting might make the most sense. In this episode, David shares some other things to consider before making the move.
Simon examines the current market backdrop and how stocks have moved past geopolitical tensions to focus on continued US consumer strength. He talks about earnings trends and how where risk and opportunity reside may shift. He also continues last week's discussion of some basic market and investing rules that are easy to forget amidst all the daily "noise". He then drills down and makes the case for owning C and the defense companies, NOC and LHX.
Simon reflects back on the past decade and the performance of stocks, bonds, and commodities. He discusses the sharp contrast with the 2000s in terms of what asset classes did well and how we might expect a potentially similar shift going forward. He also highlights some basic market rules we should all remember when faced with so much daily "noise".
Simon discusses the "pros" and cons" of the SECURE Act, which is now almost certain to be in effect as of 2020. He stresses the increased need going forward for cooperation between one's financial professional team: financial advisors, estate attorneys, and CPAs. He also talks about how millennials may be ill-equipped to handle the faster distribution of inherited retirement assets and how they need customized investment and planning solutions.
This week we put the year in perspective and look at the odds of the rally continuing for another year. Then, we break with convention and talk about the bear case for Berkshire Hathaway. Is it time to sell Warren Buffett? Also, reviews of Booking Holdings and Occidental Petroleum.
Simon discusses how in the current era of free trading investors should be aware of hidden costs. Given some misperceptions about costs and investor overconfidence in what has been a great market, many could be overly discounting the merits of paying for financial advice. He also looks at the market backdrop and that we need to balance a positive base case with too much investor exuberance in the short-term.
There is plenty to be cautious about, but Simon makes the case that risks for 2020 are still skewed to the upside given the tailwinds of Fed policy and thawing trade tensions. He also talks about what it means to consider a company a "quality" investment. He updates the thesis on FDX, LHX, and MPC.
It is not inconceivable to have a more thorough grasp of the concept of risk. In this episode of the Wise Investor Show podcast, financial planner, Matt Anderson attempts to clarify the definition of risk by discussing 3 important concepts: Unsystematic vs. Systematic Risk, Asset Allocation and Time Horizon.
Greg provides year-end ideas for ways you can keep more of your money in your pocket. Different ways to be charitable can make a big difference to your bottom line, both in tax savings, as well as if you're paying Medicare Part B premiums. Greg also describes how to determine the benefits of realizing gains and/or losses. Enjoy and happy holidays!
Providing a financial loan for a child to buy a house can create complexities in family dynamics. If you are looking for ways to extend a helping hand and get your children into their first home, David shares where to start.
Simon discusses how an optimistic take is often considered superficial or naive, whereas critics come off as deep thinkers. This is certainly not apt and he provides a "laundry list" of reasons to feel good about the equity markets in 2020. He also examines the backdrop with respect to the trade war with China and how, while a muddle-through economic scenario should be tolerable, politicians will be highly motivated to get a deal done. He also talks about the influence of corporate fundamentals over the past ten years and makes the case for CVX and AMZN.
The economy looks good, the trade war with China is having a minor measurable impact, the market's at an all-time high, why's everyone so nervous? Like the Cold War's mutually assured destruction, the trade war is keeping us stable yet uneasy. More of the same is expected so this is what you should buy today.
Ann and Matt join forces for this Thanksgiving show that is chock full of tasty year-end financial planning topics including retirement plan contributions, tax withholding, capital gains strategies, charitable gifting, and Roth Conversions. They also discuss some financial planning questions everyone should have an answer to.
It's the time of the year when Wall Street rolls out the predictions for next year. Chase looks at a couple of the early entries and what they think the election will mean. Then, he tells you why this stock, one of your favorites, isn't on our "hold for 10 years list". Also, you'll be thanking us for giving you the information on Danaher's dental spin-off.
Simon discusses how market timing is incredibly difficult to execute successfully. It is just as hard to predict when to sell as it is to know when to reposition. He also talks about the recent pause in the rotation towards value as well as the treachery of conflating political leanings with investment positioning. Simon makes the case for continuing to add LHX and AVGO at current prices/valuations.
Tariffs may not have the impact that investors think, and if the relief that resolutions bring is also underappreciated, we have more upside. Tariffs are affecting impressions more than outcomes, and relief may release a lot of capital.
Simon discusses the recent market rotation into value stocks and whether it is likely to be sustainable. He also identifies four current investor concerns and to what degree they are warranted. He updates the latest news from DIS and talks about CSCO's recent earnings report. Also covered: DIS, ABBV, CSCO, BWA (briefly)
One of the most often questions at the Wise Investor Group is "How often should I..?" Financial Planner Greg Smith seeks to answer some of the most often asked questions as to timing intervals for important facets of your financial life.
| How often should I... 1) Meet with my estate planning attorney 2) Meet with my property/casualty insurance agent 3) Rebalance my portfolio 4) Meet with my financial planner 5) Meet with my tax preparer 6) Shred statements and tax returns |
There's reason for concern and the market's overall not cheap, but there's plenty of reason to believe we're headed higher. Here are some companies still offering value and solid long term footing. BWA, DIS, BKNG
Simon discusses how risk profile questionnaires help Wall Street perpetuate "bolier-plate" service models, but are poor substitutes for individualized, customized financial plans. He also shares his thoughts on the latest earnings reports from ABBV, BWA and CVX.
Simon discusses how all-time stock market highs are not to be feared and how the markets may be anticipating better than the headlines suggest. He also talks about the very flimsy connection between market and economic cycles and how timing is next to impossible. He also explores how "cheap" is not the same as "free" and how having an advisor who adds value is worth the investment. He updates the latest reports from AAPL, BWA, MRK, T and VZ.
For the past 30 years, the US has evolved into a position that's less likely to slip into recession than before and than other economies. This week we look at why and also results from AT&T.
Simon discusses how the markets are starting to send a different message than the dour financial headlines. The recent outperformance of the more economically sensitive stocks both here and abroad bears monitoring. Simon also presents the case for LHX as a promising, reasonably valued name in the defense space. He updates on the quarterly results from SHW, NOC, V, AMZN, DHR, C and JPM.
October marks the start of Medicare Open Enrollment for supplemental policies and the beginning of the FAFSA, the Free Application for Federal student Aid. Ann provides an overview of both.
Last week we had a preview of what a post deal market may look like. A resolution to Brexit, a resolution to US/China trade wars, and how much of that is priced in. These issues are not really settled yet, but would such settlements boost the markets or are they anticipated in the valuations already? Also, a look at changes for shipping costs and fuel costs for next year.
This global regulation being implemented on January 1st 2020 will have a bigger impact on prices than maybe any other before now. Still, it's being overlooked by most and its impact is not fully understood. Get ready for IMO 2020!
Simon discusses the stock market response to previous president impeachments and how the economy will likely be the bigger driver of whether the current president is reelected. He also examines the messages that stocks themselves are currently sending about what to expect going forward. He looks at the current interest rate backdrop and how it will likely inform returns and valuations. He then refreshes the thesis for CVX and NOC.
Simon references the famous James Carville campaign directive and discusses the historical links between the economy and presidential election outcomes. He also frames the current environment including a deeper dive into the recent somewhat concerning ISM survey results.
Simon discusses how most headlines are uninvestable, but that this week's economic readouts were salient and worth paying attention to. He also talks about the Millennial Generation and how they are particularly vulnerable in the event of a more significant economic downturn. However, their return expectations may be unrealistic and they may not know to what extent they need help. Simon also makes the case for BWA and FDX as long-term value plays for patient investors.
Simon reviews a "bull market check-list", market and economic sign posts that "flashed red" at important market tops in 2000 and 2007. None are all that worrisome at this point. With this in mind, he looks at the historical precedent for investing near all-time highs and finds that investors are generally better off investing than waiting for a major pullback. He also looks at the current market backdrop including sector rotation and the reaction to the impeachment inquiry. He makes the case for AVGO and FDX as long-term value investments.
Matt tackles the mortgage pay down decision. What are the reasons for and against making additional payments towards your mortgage? What are the 4 things you should be doing before you even consider paying additional towards your mortgage? What are your options when paying additional towards your mortgage? Also, using Excel Loan Calculator with Extra Payments to analyze the decision on your own.
This week on the show, we revisit the major events of of the financial crisis and how they unfolded over 10 years ago. A guest from the team joins Chase to review results from Broadcom, and Chase gives an update on the events in Saudi Arabia as well as looking at the recent results coming from Fedex.
Current events have heated up in a bit way in the Middle East, with violent attacks on the oil supply in Saudi Arabia having a major impact on the global oil supply. Prices have soared. How should we react, what can we buy or should we sell? We'll look at the details on this week's podcast.
Be looking for ways to get more money growing for you tax-free! Roth IRA and Roth 401(k) contributions, Roth IRA conversions, and strategies for Roth Conversions that you may already have available to you without knowing it!
Reviewing recent events for the markets and a couple of companies, today we dive into Ford Motors and their recent credit downgrade to junk levels. They may appear cheap, but beware.
Simon discusses the bifurcation in the stock market and then drills down on what we learned from the 2nd Quarter earnings reporting season about trends in corporate fundamentals. He also comments on how we spend most of our time worrying about recessions that only occur over 15% of all years since 1945. He makes the case for BWA, FDX, and AVGO as values for patient investors.
Simon suggests that valuations should not be considered in isolation, but relative to the economic backdrop including interest rates and inflation trends. While elevated valuations may portend lower future returns, they may not represent a "sell signal". Simon also examines how the current backdrop does not correlate well to what Japan has experienced over the past few decades. He makes the case for DIS, while NFLX still appears overvalued.
Rather than debate exactly how this ends, with a big trade deal and rally or perhaps with a decent into recession, don't expect it to end at all anytime soon. It's more likely that the stories drag out well into next year and we continue to see volatility and slow growth for the next few quarters.
The stock market valuation is high and based on estimates of accelerating growth. What if that growth doesn't manifest? Maybe it will, as contrarian sentiment data just got more positive for the markets. Today we pull this all together and look at the fallout from opioid litigation.
Simon notes the stock market is not the economy and the economy is not the stock market, but that there are some important business cycle signals to monitor. He drills down specifically on the relevance of the currently inverted yield curve. Simon also highlights the case for Berkshire Hathaway and TJX Companies as a potential buy at the right price.
The market's about 3% off its all-time high and people are acting like we've entered bear territory. Why does it feel worse this time? The market's gone sideways for 2 months, why does it feel like it's way off? Lets talk about perspective and also examine the results from Cisco and how that reflects on the overall market.
Simon examines what has changed and has not amid the significant pick up in market volatility. He discusses the outlook for the U.S. consumer, interest rates, the yield curve, valuations and earnings expectations. Simon also talks about how important dividends are in a low yield environment. He also updates the case for adding to AMZN and DIS.
1) Diversify your investment holdings 2) Have enough cash 3) Diversify your accounts across tax-treatments 4) Know WHY you're investing the way you're investing 5) Rebalance Regularly 6) Think Long Term 7) Delegate 8) Talk to specialists 9) Have the right insurance policies to address the right risks 10)Know where and WHY you're saving to or pulling from 11)Look for ways to get money into tax-free accounts 12)Readjust and update regularly
Ann and Matt discuss some items to check in on around the mid year point. Topics include: Retirement contributions, Roth and After Tax 401k Contributions, Portfolio Re-balancing, Tax Withholding and Quarterly Estimated Tax Payments, Health Plan Deductible, HSAs and FSAs, Credit Reports, Debt Reduction and Mortgage Refinancing, Budget, RMDs and QCDs. They also discuss the potential enactment of the SECURE Act and the TSP Modernization Act.
Simon discusses the escalation in the trade war with China and highlights five concerns to watch. It is too early to buy into recession calls but risks have risen. He also reviews the case for FDX and BWA and how they are sensible additions at current market prices for patient, long-term investors.
No, it's not 1967, but it is the Summer of Love in the stock Market. Simon discusses how, despite a multitude of global economic concerrns, the market continues to be buoyed by low interest rates and good enough earnings reports. He comments on the Fed's recent rate cut and what precedent has to say. He frames the larger macro-picture and cautions against being too tethered to the current momentum investments. Simon also highlights the recent quarterly reports from AMZN, AAPL, GOOGL and SPR.
Simon highlights some common investor mistakes that even the most educated make frequently. He also provides some background on how markets have responded to rate hikes over the past forty years. Simon then highlights the most recent quarters from SBUX and ABBV.
Simon discusses what we have learned so far from second quarter earnings reporting season. Things set up well for a market pause that refreshes rather than a sharp market downdraft. He talks about some of the regulatory and anti-trust scrutiny facing large cap technology stocks and how they might portend a market leadership shift. He then highlights the strong earnings reports from SHW, V and NOC and has a thought or two on how corporate debt is not as burdensome as has been reported.
Its 2nd quarter earnings season and so far the results have been better than expectations, as many American businesses are showing that they can justify the market's rally to new highs. Can it continue? We look at Sherwin Williams and Northrup Grumman, who delivered their results this week.
This week, we review the results of the first half, where the markets stand now, and take a specific look on how these conditions are effecting the financial sector. Also, how did banks do during the stress test and what are their capital plans for the next year. Then, a deep dive into a big merger between Abbvie and Allergan.
Simon discusses the market backdrop and how second quarter earnings reports are really the first referendum on the impact of the trade war. He also shares some observations on what has transpired over the ten-year (and counting) bull market and which trends are likely to continue or shift. He updates on the encouraging results from DHR, JPM and C.
Maybe it’s not THE question but it’s a good question all the same! How do you decide what you need to keep and what's ok to shred when it comes to your important documents? Ann discusses things to consider when downsizing.
This week, we look at FedEx and the market for their services, which don't include Amazon. Also, the natural gas market is broken and fixing it could be easy and a big investment win.
David discusses 7 key indicators that reveal the health of the U.S. economy such as trucking volumes, bank lending, capital spending, and unemployment.
Simon notes how some investors spend more time worrying about mildly impactful issues like individual stock holdings but neglect estate planning mistakes that can have major negative implications. He details some reasons why an estate plan may be out of date and needing of a refresh. He also discusses how financial headlines serve more to distract than educate. He gives a few examples and how little value they provide.
Simon discusses how the "stock market is not the economy and the economy is not the stock market". Investors often miss the mark when they conflate the two. Simon also examines the lost of art of patience from several perspectives and how important it is to achieve gains over the long haul. He updates the latest from ABBV, BWA and FDX.
David gets into the things to consider when contemplating a home renovation as well as an update on what the group is looking at from an economic perspective.
Simon discusses how this decade-long bull market has given rise to the narrative that "investing is easy". He notes fund flow data during the recent bout of market volatility and how investing certainly is much more difficult than advertised. He observes how the limited effectiveness of market timing, anchoring to artificial timeframes and benchmarks and dreaming of huge winners can all be injurious to investment success. Simon also reviews the current market backdrop and how risks are elevated with more questions than answers. He makes the case for JPM and C as standout values and what to think about the recent rise in anti-trust scrutiny of the technology behemoths.
Matt delves into the essay "The Way to Wealth" by Benjamin Franklin to see what pearls of wisdom can be learned to help us in our wealth building endeavors. Matt draws 8 Wealth Lessons from the text: 1) Stop making excuses 2) Time is money 3) Don't procrastinate on making a change 4) wealth building requires deep motivation 5) Wealth building requires discipline and patience 6) You are the captain of your own ship and you need a plan to chart your course. 7) Pay yourself first and make savings a priority over spending 8) The little things count--remove frivolous spending from your life.
In the film, My Cousin Vinny, Joe Pesci's character talks about if you look at evidence from only the right angles, then it looks pretty solid. Well, as a stock analyst, he might by a bit bearish, but the rest of the market analysts are looking at what may continue to drive us forward. So, this week we also consider the scenario, led by robust earnings growth in 2020, that may continue the bull market for many quarters to come.
Simon discusses how this decade-long bull market has given rise to the narrative that "investing is easy". He notes fund flow data during the recent bout of market volatility and how investing certainly is much more difficult than advertised. He observes how the limited effectiveness of market timing, anchoring to artificial timeframes and benchmarks and dreaming of huge winners can all be injurious to investment success. Simon also reviews the current market backdrop and how risks are elevated with more questions than answers. He makes the case for JPM and C as standout values and what to think about the recent rise in anti-trust scrutiny of the technology behemoths.
While the market approaches new highs and the indicators are mixed at best, we're being sold that it's the Fed and nothing else that matters. This week we talk about them reversing course and look at a name that's being offered at a great value today.
Simon presents a sobering portrait of the current market backdrop, but also offers some silver linings and rationale for staying the course. He also talks about how the bond market may not be the tell some swear by, how investors should take this opportunity to re-balance their portfolios and how one should be careful not to buy into "knee jerk" trade war investment strategies. He makes the case for AVGO as an excellent value for long-term, patient investors.
If the SECURE Act becomes law and IRA account owners get 2 extra years of tax-deferred compounding, that could mean the difference between a $1MM Account and a $1.2MM Account. The early compounding sets the right habits in motion. The LATE compounding is where the money is!
The fundamentals are overly optimistic, despite downward revisions, and downside risk remains the greater chance. This show looks at the case to further reduce equity exposure, as it's not too late.
Simon discusses how Visa enjoys a highly defensible market position, secular tailwinds, strong profit margins and attractive new growth markets. It is worth considering even at a historically high valuation. Simon also discusses the current market weakness and how economic data, stock prices and bond yields are telegraphing slower global growth. He highlghts some key sign posts to watch going forward.
Bill passed the House to Raise the RMD age to 72. What impact could that have on you? Why do Boomers, X'ers, and Millennials NOT have a written plan? The answers may surprise you. Reminder to take inventory of your DIGITAL AND ONLINE assets -- they matter too!
This week, on the Wise Investor Show, Leia told Lord Vader that the tighter he squeezed, the more systems that would slip through his grasp. However, it's important that we now get a grip on reality, as it relates to the markets and gain a bit of perspective on where we've been. Earnings estimates are far lower than they were, but the markets are approaching its highs. Why is that? We'll look at it in this week's podcast. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simons provides some backdrop around the emerging trade war with China and tries to ferret out what matters from what is noise and sensationalism. He then highlights the latest from some of the biggest and brightest Information Technology names - CSCO, AAPL and GOOGL - and provides the rationale for the Group's recent addition of AMZN to the portfolio. Simon also establishes CVX as a core Energy name to own. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon discusses how powerful compounding can be in the stock market, but that it is backend loaded. Only through an extensive time commitment and patience will the math really work in investors' favor. Investors relatedly underestimate the power of compounded shareholder earnings distributed through dividends and share buybacks. Simon also relays the latest news from BKNG and CVX. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon provides a "laundry list" of things he consistently hears from clients and in the financial media that are misguided, not supported by facts or, worse, can often lead to poor investment outcomes. He also looks at this week's market pullback and details some key indicators to monitor going forward. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
Ann discusses options for senior living including Continuing Care Retirement Communities and multi generation living and how long term care policies can factor in.
This week, on the Wise Investor Show, Simon shares some interesting, in some cases surprising, investment facts from the past 100 years of U.S. market history. Sometimes a step back and look at some of the long-term realities can help to orient thinking amidst the daily noise. Simon also shares the quarterly updates from SHW, CE and VZ. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon discusses some reasons for continued optimism, but also some that give him pause in a market that seems a bit "overcooked" in the short-term. He also discusses the numerous advantages that smart, disciplined amateur investors have over professionals and thus reframes the whole "smart money vs. dumb money" debate. Later, he comments on the most recent quarterly reports from NOC and BWA. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Chase explores a major and lasting threat to the economy that he thinks is being ignored, then provides a reaction to the first quarter earnings on a couple of the names in the portfolio. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Chase reviews a recent survey that predicts the coming recession, which has been postponed. Also does a deeper look into the auto industry, which the team seems to like, but not most of names in it; also an update on a couple of core holdings. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon pinpoints reasons why Disney+, their forthcoming streaming service, will likely be successful. He also offers positive takeaways from Chevron's proposed acquisition of Anadarko Petroleum and the recent earnings report from J.P. Morgan. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon wonders what news is already baked into current stock prices and what potential outcomes might surprise. Is it possible the risks are skewed to the upside? Value stock outperformance, a "good" trade deal and recovering earnings are not consensus base cases. Simon also looks at the DowDuPont divestiture and the new streaming platform to be launched by Disney. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Matt talks about how not to be derailed by saving for children's college and spending to support adult children. Recommendations include: 1. Do a financial plan. 2. Start Saving early. 3. Set up an automatic savings plan. 4. Instill good money habits in your children early. 5. Communicate with your children 6. Treat college like an investment. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, President Clinton's campaign slogan could just as easily been applied to current market conditions. Simon discusses how the current stock market rally is the result of global slowdown fears being well-understood and discounted and the perceptions that "green shoots" are emerging. Optimism is appropriate, but so is caution as there is no certainty of a second half recovery. Simon also helps listeners think about individual bonds and to know what to look for when evaluating. He makes the case for DOW and DWDP after the company divestiture and examines the landscape for AT&T and Verizon. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On the Wise Investor Show, 3 months removed from a violent selloff, the markets deliver one of their best 1st quarters ever, yet people still seem focused on a looming recession. This week, Chase looks at what's changed in 3 months, talks about that 15% rally, and what's to come. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, after twenty years of seeing what works and yields better outcomes for clients, here's what works: 1) Collaborative Meetings with multiple professionals at same time 2) Updating your estate plan regularly no matter the estate tax rules 3) Plan conservatively, have cash to help maintain Long Term investment horizon 4) Getting money into tax-free accounts as early as possible To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, it is always dangerous to say that things are different this time, but Simon discusses how some of the traditionally negative signals an inverted yield curve send about the economy may not be as valid this time around. Simon also puts last year's "failure" of portfolio diversification into context and how the landscape could easily make other asset classes beyond large U.S. growth stocks attractive in the years ahead. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, after a review of the recent markets, Chase looks at a major capital investment happening in the US and abroad and some ways to take advantage of it from a value perspective. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Ann discusses how investing in new Qualified Opportunity Funds can allow investors to defer capital gain recognition and provide a significant tax benefit. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon discusses how earnings growth has been the largest driver by far of the ten-year bull market in U.S. stocks. He will be watching earnings specifically from the most economically sensitive, downtrodden sectors for a better read on the outlook for the overall market this year. This read will also tell to what degree market leadership may shift from Healthcare and Information Technology. Simon also makes the case for owning AVGO and offers updates on FDX and Emerging Markets. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, while updating the reality of the effects of a China deal and the Brexit mess, today we also look at two new names that may be great to own right now. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, it is the bull market's 10th birthday and Simon reviews how mutual fund flows, sentiment data and anecdotal experience point to how consistently unloved it has been. The lack of exuberance may actually extend its life. Simon also discusses reasons to stay optimistic in the midst of the expected consolidation of the early 2019 market gains. He offers some takeaways from the Berkshire Hathaway annual shareholder letter and the latest from CVX, AAPL, ORAN and BKNG. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon frames the current market backdrop and what potential outcomes both the selloff and subsequent rally in stocks have been discounting. He frames earnings growth and interest rates as the two most important variables to monitor. He then discusses why just about everyone should own stocks in some weighting, even retirees. He also updates on DHR's major acquisition and why to be positive on the Financials and JPM specifically. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Greg goes over five items to discuss with your advisor in early March: 1) COORDINATING your Qualified Charitable Distributions (Charitable Giving from your IRA) with how much you're distributing each month from your IRA. 2) Examining if your Traditional IRAs have basis and are worth converting to the Roth 3) Super Turbo your savings to IRAs by contributing up to this year's AND last year's limits, for as much as $13,500 if you were above age 50 last year. Possibly as much as $27,000 to your IRAs if you're married. 4) Consider the Backdoor Roth IRA concept if you earn too much to qualify for a Roth IRA contribution outright and you don't otherwise have any money in a Traditional IRA. 5) Consider your Asset Allocation and Asset LOCATION. If you're converting money to the Roth IRA, should it have the same time horizon as it did when it was a Traditional IRA? To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, David gives a brief week to date update on what the group is watching. He also discusses how best to maximize income on the cash in your emergency fund and shares a cautionary tale of elder financial abuse! To reach David Mount, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Ann and Matt look at the changes in tax forms for 2018 and how to document QCDs and non-deductible IRA contributions. The second half of the show pivots to the value of working with a financial advisor looking at such things as time saved, financial planning, appropriate asset allocation and diversification, behavioral coaching and tax management. To reach Ann Summerson or Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, a slow snowy week in the Mid-Atlantic, Chase looks at how very cheap some of the market is and why we need to consider that we're buying companies that are trading at 6-8 times what they'll earn in a year or two. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon offers his current thoughts on the markets including how narratives have become more positive, but that caution is warranted. He also suggests several reasons why investing in real time is difficult. He discusses the difference between a good idea and a good investment as well as how results versus expectations often matter more than the results themselves. He updates the latest from BWA and CSCO. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Chase compares the earnings decline and a likely earnings recession with 2015. He contradicts some of his colleagues about retesting the lows, and pulls the sheet back on a recent sell in the portfolio. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon discusses how "retests" of recent stock market lows are not only natural but necessary for the markets to move sustainably higher. He looks at the current interest rate, trade and overall economic environment and suggests that the case for optimism is still very valid. He also updates on the latest quarterly reports from CVX, AAPL, GOOGL and DWDP. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon looks at the 14%+ bounce off the Christmas Eve lows and wonders whether stocks have come too far, too fast. Some "retesting" might be necessary for the markets to form a stronger base from which to move forward more sustainably. Meanwhile, corporate earnings reports on balance have been favorable and he updates the latest from SPR, NOC and GOOGL. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, the need to be prepared in advance; while things are going well, a la when is the best time to repair your roof? In the middle of a hailstorm, or when the sun is shining? 1) 3-6 Month Supply of Cash 2) Have an open Home Equity Line of Credit 3) Make sure you have proper disability insurance protection 4) You might be able to borrow against your permanent life insurance policy 5) You can distribute money from a previous employer's 401(k) plan penalty-free (though not tax-free) at age 55 Act of Last Resort) borrow against your current 401(k)
This week, on the Wise Investor Show, the volatility and challenges of the 2017 4th quarter may have brought on a more reasonable approach and better valuations for the markets in 2019. While not doing lasting damage, the struggles at the end of last year may have boosted the bull market to continue its run through 2019. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, Simon discusses how shaky strategies and, in some cases, luck can work over shorter periods of time, while having a strong, disciplined prices almost always prevails over the long-haul. He provides some historical performance data as examples of the long-term merits of bonds, international stocks and value stocks. Some of the more attractive values may be among the cyclical stocks. He highlights BWA and AVGO as having attractive risk-reward tradeoffs. Simon also updates on the latest from SBUX and JNJ. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week, on the Wise Investor Show, we've bounced off the lows of December, right back to the levels that the initial correction formed in October. There's reason for optimism, especially because pessimism is still strong, but there's also a sector that's exposed to higher risk, and it's not being discussed. Found out what it is and why in this episode, plus a review of a stock everyone hates but is turning some heads. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses how from multiple perspectives the stock selloff late last year has already discounted a fair amount of macroeconomic and corporate earnings slowing. They also share some timeless pearls of wisdom from Jack Bogle, the legendary founder of Vanguard who passed away this week. The Group provides the latest from the Financials, who almost all reported earnings this week as well as updates on T, VZ, NOC, SHW and FDX. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses the order of Tax-Preferenced Accounts from best to worst for those looking to maximize the benefit of their savings: 1. Triple Tax Free HSAs 2. Double Tax Preferenced Accounts (Traditional 401k, Deferred Compensation plans. and 529 Savings Accounts) 3. Tax Free Roth IRAs (backdoor Roth IRAs for higher net worth) 4. Mega Back Door Roth IRAs 5. Single Tax Deferred Accounts (Annuities, buy and hold growth stocks) To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the group orients listeners by putting last year's selloff as well as the prevailing volatility in general into some historical context . They also discusses asset class performance, sector returns and the sharp valuation contraction and some of what to expect going forward. The Group makes the case for considering the Financials that were one of the worst performing sectors in 2018 as well as secular growers such as DHR, DIS and BKNG To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, value investors will feast in 2019, as they're the ones who can look past the headlines and take advantage of volatility and short-term issues to buy great companies at good prices. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, when the market's overly optimistic, value is hard to find. If we can look through today's short term troubles, even discounting worse outcomes, we can see through the cycle and see that today we're better compensated for the risks than in recent years. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the group discusses how too many investors get caught up in the daily noise of their portfolio performance and market happenings and lose sight of more important big picture estate and planning-related issues. They highlight a client who recently passed away leaving behind a tangled mess for his heirs. They also offer some myths in retirement for retirees and those near retirement to consider. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the group discusses Year-End Actions to Consider: Still have one full trading day left in the year for: Harvesting Losses, harvesting gains, where appropriate; Roth IRA conversions if you're going to do them, especially if you think your investments have been treated unfairly by the market. Early 2019 Recommendations: (1) Increase your 401(k) contributions, based on 2019's increased contribution limits; (2) find out if your company match is tied to HOW you contribute, and if so, adjust accordingly to not leave any free money on the table; (3) Put together or Update your financial plan so you can answer all of the questions I posed in the show; (4) consider having a family meeting between you, your adult children, and your financial advisor, sharing only what you're comfortable sharing, using this is as an opportunity to pass along your family values. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the group discusses how the median performance of S&P 500 stocks since the late summer highs has been much worse than the broad market average. With such a landscape, it makes sense to be on the best quality, mostly reasonably priced names going forward. He makes the case for AAPL, GOOGL, DHR and SBUX. He also discusses some psychological pitfalls that investors have to avoid falling into in tough markets. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, a discussion of the sharp selloff in the stock markets, they mention the market's response to the Fed's recent hike and how investors are pricing in a potentially changing environment. Also, a relay of what we are hearing from nervous clients and the perspective it can provide for others. Finally, an analyzation of the case for BKNG and an update on JNJ. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the group reviews some year-end strategies like Qualified Charitable Distributions and prepaying of health care expenses. They lay out the new contributions limits for qualified plans and IRA's. Lastly, providing some ideas for financial New Year’s resolutions. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax.
This week on the Wise Investor Show, the market does what it wants and we fill in the reasons. In the short term, the stock market may go up or down for reasons that aren't in the headlines, but that won’t stop them from trying. The market's still volatile but the fundamentals argue that it's oversold. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the market continues to see extreme swings, and although the news tries to tell you why, ultimately the markets doing what it wants for now. The facts tell us it should be much stronger, so do you buy in? Also, a new twist on why some fixed income investments may be doomed to fail. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the group discusses how quickly stock investors have gone from blind optimism to losing all faith. They key on the relevance of the inverted yield curve narrative and how investors should think about the indicator. WIG spends most of the show discussing the theses behind WIG's top 13 equity holdings. Finally, a note on how we should not worry much about how they will do next week, and instead understand the long-term secular drivers behind their share prices. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the best hitters in the American League and National League don't get a hit 6-7 times out of ten. The best shooters in the National Basketball Association miss more than half the time. It is likely that some of your investments may be trading at a loss. Here is encouragement to take advantage of that opportunity and pay a little less in taxes as a result. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the current uneasiness and uncertainty in the markets. They compare this period to the cyclical downturn in 2015-2016 and how they see more of a deceleration in growth than a recession-induced decline. They also bring us up to speed on the latest from Apple, Walt Disney, Cisco Systems and Northrop-Grumman. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, while the fundamentals remain strong the markets continue to struggle with uncertainty for next year. The majority of evidence points to strong results but the wild cards leave the market saying "I don't know" and that may create value opportunities.
While intended to simplify, the new Federal Tax codes seems as nuanced and complicated as ever. Ann and Matt help to clarify some of the key changes for 2018, and provide some timely year-end tax and financial planning ideas for you to consider.
Simon comments on the current state of the market and how a stealth bear market has already unfolded for much of the S&P 500. He transitions to talk about so-called "free" investment management as well as high-priced boutique platforms. Most of the time, neither provide what is promised in terms of fee transparency or return. Professional advice is very valuable but investors should know exactly what they are paying for.
On this week’s show, the Wise Investor Group discusses some of the things one typically hears and reads every time the market turns down and how it is important to not get distracted from the long-term investment plan. They talk about how volatility in stock prices also distracts investors from understanding the underlying businesses. Finally, the group focuses on what is going on the latest from BRKB, CVX, SBUX, DWDP and AAPL. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, the conditions are set for the market to clear out the dead brush and start the 4th quarter rally. Risks are elevated but valuations and the business climate are compelling. We're likely to see a few catalysts on political scene the can lead us to a strong finish in 2018.
This week on the Wise Investor Show, Required Minimum Distributions: How they work and strategies for getting your money out of your IRA accounts, the when’s and how’s of taking out your Required Minimum distribution matters. The Wise Investor Group gives you a brief history on RMDs, how they work, and several strategies for taking out the money to be in compliance and maximize tax-deferred compounding. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, October's the most volatile month of the year for the markets. This year did not disappoint. However, while pundits and analysts debate global growth, now may be a great time to consider some very cheap cyclical businesses. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses how changes at the margins matter more to the markets in the short-term than absolutes. Investors are selling stocks anticipating a deceleration in global growth and corporate earnings that may be more severe than what is actually likely to unfold. Bargains are emerging now that the average stock in the S&P 500 is off over 20% from 52-week highs. They make the case for ABB, NOC and SHW, all of which have sold off after their third quarter earnings reports. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group examines the current treacherous market backdrop. In particular, they look at the relationship between earnings, valuation multiples and stock prices and how some recalibration may be necessary to preserve a margin of safety. They also examine how stock selloffs are not reliable predictors of recessions. WIG then examines the short-term and long-term risks of bonds and how they are much different from stocks. Finally, the group provides updates on VZ, NOC and CE. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group puts some perspective on the recent markets but looking at what's really happening. Overall, it's not that dramatic, if you bought into the hot stuff, you're getting burnt. The Group takes a look at areas that could hold up better and pay the investors if the markets suffer for longer. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax, Citigroup Inc (C), Goldman Sachs Group Inc (GS).
On this week’s show, the Wise Investor Group looks at what it means to be a trustee. In particular, the adherence to specific fiduciary duties and responsibilities including: 1. Duty to Administer Trust by Its Terms 2. Duty of Skill and Care 3. Duty to Provide Notices 4. Duty to Furnish Information and to Communicate 5. Duty to Account 6. Duty Not to Delegate 7. Duty of Loyalty 8. Duty to Avoid Conflict of Interest 9. Duty to Segregate Trust Property 10. Duty of Impartiality 11. Duty to Invest 12. Duty of Confidentiality To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, after a wild week in the market, they give a common sense balanced look at what led to this and what it means. Is this the start of the next bear or do we have time? You want to buy a dip? Here's what to consider buying and what to avoid. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
This week on the Wise Investor Show, valuations are attractive and signs point to continued earnings growth, they are focusing on challenges that are giving the markets a taste of what the next bear market will look like. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses what history says about October and mid-term election year performance. They then look at the narrow leadership in the market and, specifically, the performance divergence between growth and value stocks. They examine how market classifications are problematic and what could turn the tide going forward. They also share the #1 mistake investors make with IRAs and the easy fix. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group updates the trends in the energy sector and discusses the reasons it’s likely to continue. They offer favorite names in the sector and later discuss one of the least favorite stocks. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group compares one of this year’s hottest stocks with a competitor that has superior fundamentals. Also, a review of our top pick in the defense sector and a leader in robotics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group looks at the historical interplay between U.S. stocks and interest rates to see what patterns have emerged. Importantly, rising rates are typically no reason to flee the market. Some look the allocation decisions of institutional investors for signals, but they tend more to follow markets than lead them. The group also briefly updates the case for NOC. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
Despite the stock market's recent strength, skepticism seems to be on the rise. On this week’s show, the Wise Investor Group discusses the geopolitical, fundamental and economic underpinnings for the potential sustainability of the current bull market. They also highlight "Pot Stocks" as the next mania suckering in investors. Finally, they share some data regarding the financial and investing perspectives of the millennial generation and how it might influence their behavior, as well as that of their parents and grandparents. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the findings of the latest College Savings Foundation's survey. They also talk about the FAFSA and CSS Profile process. They finish with a new benefit that might be widely available to individuals paying back student loans. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses how investment entry and exit points during the Great Financial Crisis look obvious in retrospect. In reality, it was almost impossible to time good opportunities to divest or invest and it was far from clear even years afterward that there was a clear recovery path. We can learn from this and also understand something about risk. They also present the main reason for optimism and a potential reason for caution in the current environment. Finally they provide updates on C and SPR. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group lays out the case for a major economic slowdown in 2020, that the markets will start to discount in 2019. Then, make the bull case for Spirit Aerosystems. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group provides a brief current market backdrop and discusses how large U.S. Growth stocks and some Small-Cap stocks have done well this year, but most other asset classes have produced flat-to-negative returns. They examine what historical precedent says about Gold, REITs and Emerging Markets in terms of correlation to U.S. stocks and how they should be considered as part of a long term investment portfolio. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group takes a look at a worsening situation in the emerging markets and then a comparison of the first 2 companies to reach 1 trillion dollars in market cap. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group gives advice on whether you should save into the Roth IRA/Roth 401(k) or Traditional IRA/Traditional 401(k)? What else goes into the decision for you beyond will your tax rates be higher or lower for you in the future? 1) Your income level 2) Plan Participation 3) Age restrictions 4) How do you feel about required distributions? 5) Your need for liquidity prior to age 59 1/2 6) Are charities your beneficiaries or people? 7) Who pays more in taxes, on average – you or your kids? 8) Do you worry about future tax rate fluctuations? 9) Do you worry about the Gov breaking the Roth IRA promise? 10) Do you wish you could effectively more for yourself? 11) Might you retire from a high income tax state to a low tax state? 12) Might you have Roth IRA conversion opportunities in the near future? Some or all of these might matter to you and help you formulate your decision on what type of account to save into. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group suggests that the main driving force of this extended bull market may be persistent investor skepticism that continues today. The fact that hedge fund positioning has grown increasingly cautious may be sending a contrarian signal that the markets have room to run. The Group also provides updates on ABB and ABBV. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group offers some things to think about when presented with an investment idea or pitch that may be "too good to be true". They also discuss how the duration of the bull market is of no predictive value. The length of the economic cycle is the determining factor. Finally, the group also talks about the current narrow leadership in the market and how there may be value in underperforming sectors. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group makes the case for a soft Brexit, where the Euro economy continues to work, as the more likely outcome. Or else. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group looks at the causes of the biggest current risks to the global market, the crisis in Turkey, the risks of further contagion, and why it matters. Also, stellar earnings from Cisco. To reach, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group updates the current market environment and then offers some reasonable expectations of forward looking returns. The Group also discusses how if bear market conditions do arise they will likely be different than what we have experienced in the past with different sectors and asset classes leading and lagging. One will have to be flexible and able to adapt rather than making sweeping buy and sell decisions. Finally, the Wise Investor Group also provides some updates on DWDP and FDX. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group provides some thoughts on the current market backdrop including second quarter earnings, tariffs, sector performance and possible mid-term election impacts. They refresh some thoughts once mentioned had back in January on what was expected this year in terms of investor behavior and general market character. They also provide some specific updates on Berkshire Hathaway, Apple, Sherwin-Williams, Molson-Coors and Cimarex Energy. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses how sometimes it's wise to think like a child and ask questions. You can learn a lot and improve your financial state by asking the right questions of the right people: 1) Does my Company offer an after-tax plan that is supplemental to my 401(k)? 2) It does? Can I convert it to the Roth while still in Service? 3) I can? Will you send me the form please? 4) Is my Company Match affected by HOW I contribute to my Retirement Plan? 5) Am I a candidate for the Roth IRA Conversion? To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the message from earnings reporting season and how the market has discounted both some good results and some troubling geopolitical news. They also highlight some valid reasons to sell a stock as well as some that do not generally make sense. Lastly, WIG makes the case for Starbuck's and explains why the group added as a portfolio position. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discuss that there are numerous companies that are having record results and trade at reasonable prices, because we're all scared of what may come next. Do you want to be a contrarian and buy them now, or wait longer? This week, the Wise Investor Group looks at a few options and talks about the importance of management guidance. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group takes a look at value overtaking growth per reports. It may or may not be a trend and that doesn’t matter because instead we’ll look at great companies that show up in both categories. They offer strong top line growth at reasonable prices. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discuss that there are numerous companies that are having record results and trade at reasonable prices, because we're all scared of what may come next. Do you want to be a contrarian and buy them now, or wait longer? This week, the Wise Investor Group looks at a few options and talks about the importance of management guidance. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses what to do with life insurance in retirement by analyzing: -Insurance Need -Policy Status -Alternatives To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the tug of war between appreciating great current fundamentals and worrying about an economic slowdown. They talk about the high bar for results this earnings reporting season. WIG also talks about the risk of recession versus an economic slowdown and how the latter doesn't have to mean a severe bear market. They also provide updates on reports from BRKB, JNJ, ABB, DHR and GS. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax, Johnson & Johnson (JNJ), Berkshire Hathaway Inc (BRKB), ABB Ltd (ABB), Danaher Corporation (DHR), Goldman Sachs Group Inc (GS).
On this week’s show, the Wise Investor Group takes a look at three opportunities after a review of expectations for the 2nd quarter earnings season. One worth buying now, one you should have bought yesterday, and one you might want to buy tomorrow. To reach Chase Hindertsein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses some of the narratives driving current market action and how changes should be monitored to properly manage risk going forward. They also examine the reasons for why value stocks have under formed growth stocks over the past decade to such an extent, and how signs likely point to a reversal. The group also provides an update on Johnson & Johnson and reviews Pepsi's second quarter results. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group goes over what fossils, fire, and financial planning have in common. Hint: It's not the letter "F". All have three required elements for wood to petrify, fire to continue, and proper financial planning to take place. We’ll tell you what they are. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group reminisce about their 20 years in the business and talk about the evolution of financial planning. The group also discuss common financial planning issues at different stages of life: Age of Majority, early 20's, Married with Children (late 20's and 30's), 40's and 50's, the 60's and then 70s and beyond. To reach Ann Summerson or Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group talks about the false security given from some traditionally defense sectors and the habits to avoid as we approach the ending stages of the business cycle. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group takes a look at new opportunities to start positions in the Defense sectors, while also looking at reasons the traditionally defensive sectors have struggled in this market, and look for value there as well. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the current fear of a global trade war and adds how stocks have historically been weak ahead of midterm elections. The good news is stocks have advanced over the 12 months following every mid-term election since 1946. They also provide the latest updates on FDX and ABBV. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the current global trade concerns and how, to a decent extent, they are already being discounted by recent market action. They also make the case for continued optimism amidst the "doom and gloom" headlines. The group opines on some proactive steps Berkshire Hathaway could employ to enhance transparency and shareholder confidence. The Wise Investor Group closes with updates on VZ, C and the financial space in general. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group looks at 4th quarter results from Oracle and FedEx and then a possible quick resolution in the fight to buy Fox by Disney. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses how, while the geopolitical news flow has been unsettling at times, U.S. stocks have been resilient given solid domestic fundamentals. They note how the market has been dominated by those sectors leveraged to economic strength, but that investors should still consider long-term outcomes and maintain portfolio balance. In the second half, the group relates how it is important to recognize and control our investing biases. They also provide updates on T, TAP, MRK, CVX, XEC and ABBV. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the current market backdrop and how the chief risk to the stock market appears to be a potentially overheating economy rather than one growing too slowly. They note three misconceptions about higher interest rates and how they are not as negatively impactful as common wisdom suggests, while also providing updates on SPR and DWDP. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses how being smart and educated about investing is less important to long-term success than controlling one's emotions. They describe some common pitfalls that almost always lead to underperformance. While also providing updates the status of some of the more reliable harbingers of an impending downturn and very few are flashing warning signs. Lastly, they deliver some updates from the Sherwin-Williams and Apple Investor Days. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses three difficult conversations can lead to learning for all: 1) Always saving money for later and missing out on enjoyment - takeaway: have balance and ask yourself if you're doing what you want to be doing to reduce risk of regret 2) Running out of money before running out of retirement - takeaway: A) Meet with a financial planner before retiring, B) save into various types of accounts and C) believe it or not, consider a reverse mortgage if all your money is in IRA accounts 3) Working Adults caring for children and elderly parents - takeaway: Have the hard conversation yourself. Discuss the process of sharing control and managing choices while you have plenty of choices and time. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group has a discussion while the signs are still generally positive; this week the group reviews the four most likely causes of the next recession. Why it will happen, when it may happen, and how bad might it be. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group compares and contrasts some of the most common investment account types, as well the investments that go in them. They discuss the similarities and differences between Traditional and Roth IRA's as well the basic differences between stocks and bonds. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the need to remain cautious. It's not wages but input costs that will drive inflation and slow the global economy. Here's how it plays out and some ideas to own. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, the Wise Investor Group discusses the case for Pepsi and, to a lesser extent, Coca-Cola, amid the carnage that has been the Consumer Staples sector so far this year. They also follow up the previous Sunday radio show with some thoughts on fixed-income investing and how owning bonds may make sense even for long-term, patient investors. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, given the recent move higher in interest rates, the Wise Investor Group discuss what a bear market actually means and whether it is something to fear. They place the move in current and historical context and offer some thoughts as to how to best participate. They also answer some recent client questions about Gold, Consumer Staples and how grandparents should most effectively contribute financially to the education of their grandchildren. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group goes over finding out who your friends are when you're moving and also when you're investing. The group names your real friends when it comes to saving and investing: 1) Time 2) Patience 3) Risk Management 4) Financial Planning To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group goes over finding out who your friends are when you're moving and also when you're investing. The group names your real friends when it comes to saving and investing: 1) Time 2) Patience 3) Risk Management 4) Financial Planning To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses the current landscape and how it is easy to get enamored with a simplistic analysis of a complex environment. Basing one's opinion on the markets on just its positioning relative to historical norms or a current read of the economy will likely lead to the wrong conclusions. WIG then provides updates on their two largest portfolio holdings: Apple and Berkshire Hathaway. They also review the rationale for adding Walt Disney to portfolios and offer a favorable opinion on investing in European stocks. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group looks at the realities of today's market, where we've been and a good idea of where we're going. Also, why Disney offers a long term opportunity here and Wall Street is too lazy to notice. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group looks at why the conditions are right to power forward to new highs. Consolidation in prices with improving fundamentals should lead to good results. Then the WIG gives a review of earnings and guidance from Apple, Sherwin Williams, and others. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses how value stocks have outperformed growth stocks over the long-haul but not over the past decade. Timing sentiment shifts is challenging, but changing market and economic conditions argue for a shakeup in market leadership. They warn, though, that investors have to be careful to avoid "value traps". They also make the case for Merck at current prices. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses the broader market and economic backdrop. They stress how it is important to understand the broader trends in interest rates and earnings as well as the business fundamentals behind stock prices. Relatedly, the group takes a look at how the current backdrop is not suggestive of an impending recession. Also, they review earnings reports from ORAN, ABBV, V and SHW and reiterate WIG's favorable opinions. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses the market environment and how it is easy to get caught up in short-term movements. It is generally advisable to be wary of indicators suggesting to "get out' of the market and patient investors can find opportunities when others are rotating in and out of market sectors. They highlight the Financials and Energy as attractive and favor Alphabet shares after post-earnings release weakness. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group goes over 5 questions you can learn from looking at your 1040. 1) Filing status can matter if one of you has a big, big deduction. 2) Carrying too much cash? Not enough Cash? Interest Income can reveal that question. 3) Did you make a deductible IRA contribution? The above the line deduction will tell you. 4) Are you subject to RMDs and are you charitable? The Qualified Charitable Distribution may be a good move for you. If you did that last year, then box 15B (the taxable amount of your IRA distribution will be lower than box 15A (the gross total IRA distribution). 5) How to calculate your effective or average tax rate. And then -- are you a candidate for a Roth IRA conversion as a result? And you can keep more of your money in your family by comparing effective tax rates to those of your kids/grandkids. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group takes a look at why the odds of a recession within the next year are very low. Also, results are in from JNJ and Celanese. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses the interplay between risk and volatility - they're related but different and can mean different things to different people. They put it into perspective and then contextualize with a historical understanding of corrections and their predictive value. They also describe the current market backdrop heading into first quarter earnings release season and provides updates on GOOG, ABBV and ABB. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group pulls back the curtain to disclose those areas WIG financial planners deem are important to understand and discuss with clients. Retirement analysis, Social Security, Health Insurance/Medicare, Tax Planning for Roth Conversion Opportunities, Capitals Gains planning, Standard Deduction and Charitable Giving (Qualified Charitable Distribution); Stress testing the Retirement Analysis for Death, Disability, Liability and LTC; Estate Planning: Wills, Trusts, Titling, Beneficiaries, Successor Trustees and Qualitative analysis; Family/Life Balance: Asking about kids and offering to help them, Missing out on anything or anything you're not doing? They also talk about feedback from clients on how they are doing and if the contact is enough. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses how stocks have gotten cheaper, which may allow for some tactical opportunity, but investors should be conservative with respect to longer term return expectations. They also provide updates on the current tariff/trade rhetoric and how it remains to be seen what can be negotiated. Lastly, they present eight reasons why an estate plan may be out of date or problematic and how investors should make a point of regular reviews. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group talks about what the expectations are for real returns for the next decade. Beyond the drama of today, how can you stay ahead of pretty modest assumptions? They also take a look at the real causes of the FAANG correction. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group goes over what signs to look out for and what to do when you suspect diminishing capacity in a loved one. They take a look at elder abuse, types of elder abuses, signs and what to do if you suspect it is happening. Also, they look into incapacity planning including POA, Advanced Medical Directives, Revocable Trust, and the organization of financial information and documents. To reach Matt Anderson and Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group goes over the fundamentals of the economy that are still strong. While some would raise the alert of a pending bear market, overall it still points to good times. They also update the valuations and prospects for Sherwin Williams and take a look at sales for Apple. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group looks at the stampede toward index funds and wonders if investors understand the risk with performance becoming increasingly concentrated in the top holdings. Index investing has its merits, but few seem to be considering what happens if inflows turn to outflows. They also offer some things to think about if one is a "socially conscious” investor. They provide updates on FDX, ORCL and DWDP. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group looks at the superiority of global sales versus domestic sales, but also the threat of a trade war. Additionally, they review of the results from both FedEx and Oracle. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group talks about threats to the economic growth rate and the end of the cycle drawing closer than expected. They also discuss trouble with MLPs, success at Chevron, and a new energy name for the portfolios. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show: The Wise Investor Group discussed how Consumer Staples have significantly underperformed the S&P 500 in recent months due to rising rates and other concerns. The selling may have gone too far in certain names and opportunities like TAP and CPB may be worth investigating. They also raise some investment questions to consider when the next bear market emerges. Markets are likely not in imminent danger, but things will inevitably change at some point and investors should be prepared. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show: The Wise Investor Group self-admittedly offers more questions than answers, but helps frame the backdrop as trade tariffs go into place. They discuss some of the potential negatives and what to watch for going forward. They also think about the differences between the current environment and early 2008, as some investors start to worry about a pending bear market. Lastly, they remind you how fundamentals and valuations influence stock prices differently and can often work against each other. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed great ways to make use of: 1. Dislocation in tax rates between last year and this year 2. Where we are in the calendar To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how the headlines describe stock and bond risk the same way - the potential for a "crash" in nominal terms. In reality, bonds have never had close to the downside that stocks have had in bear markets. They describe how the true risk of bonds is that they can lose purchasing power relative to inflation. Additionally, they capture some of the highlights of Warren Buffet's recent Berkshire Hathaway annual shareholder letter and also make a case for TAP as an attractive value story. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
Title: The Psychology of Saving Description: On this week’s show, The Wise Investor Group discussed how to overcome irrational saving behavior to ensure a successful retirement. They also clarify some of the tax law changes for 2018. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, savings, tax. Subtitle: The Psychology of Saving
On this week’s show, The Wise Investor Group discussed the valuation of the market and what we can expect based on the results from the 4th quarter of 2017 and projections for earnings growth this year. Through earnings growth, the stock market is less expensive than it has been in years. They also introduce a new stock into the discussion. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how the recent uptick in inflation is real and likely to continue. Markets will likely vacillate between seeing this as a positive referendum on growth and a potential drag. The key will be any impact on consumer spending and therefore corporate earnings. Additionally, they mention REITs as a sector to watch and also provides some names to consider as they have sold off in the expectation of higher interest rates. Can some of the risk already by priced in? To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how in an uncertain environment; the biggest enemy of smart investing is often one's own temperament. They advocate for having a well-crafted plan in place and warns how conscious inactivity is often more effective than portfolio action for the sake of action. The same also goes for risk hedging - where often the best hedge is not taking unnecessary risks in the first place. Additionally, they make the case for looking for opportunities overseas and how Visa is as an attractively-valued high quality name to consider here in the U.S. markets. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show: It's Valentine's Day -- Love is in the air. If you like taxable accounts, you'll love Traditional IRAs. If you like Traditional IRAs, you'll love Roth IRAs. If you liked converting money to the Roth last year, you'll LOVE it this year. If your spouse gets more attractive to you every year; Roth IRA Conversions just got more attractive as well. All else being equal, starting with a $0 taxable income, you'll be able to convert more to the Roth this year and pay less in tax to do it. Talk to us so we can see if we can help you figure out the relative attractiveness of Roth IRA conversions, and also help you facilitate the conversation of love and Roth IRA Conversions between you and your spouse. Happy Valentine's Day! To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how it's important to keep the recent rout in perspective given the macroeconomic backdrop, the fundamentals and market history. They also look at the psychological side of pullbacks - one can intellectually prepare, but it's hard to predict how one may "feel" when selling hits. Additionally, they make the case for Alphabet and Danaher as sensible, high quality buys amid the carnage. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed Monday's big selloff - one particular trade that made it so bad, what conditions led to it, where we are now, and how to take advantage of it with a new stock. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the conditions leading to elevated chances of recession, while staying positive overall on the underlying fundamentals. They also talked about earnings from Boeing, Spirit Aerosystems, and the FAANG stocks. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how, while most are aware of the main features of the new Federal tax code, there are some more nuanced tax strategies to consider in 2018. They also make the case for CE and SPR as emerging growth stocks still cloaked in relatively cheap valuations. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed investor sentiment and maintaining optimism but also reasons why that could shift later this year. They also made the case for Goldman-Sachs as a value in the financial sector and reviewed how TIPS may not provide that much protection in a rising rate environment. Additionally, they offered some floating rate preferred stocks as a credible alternative to consider. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the economy and corporate earnings. Earnings are strong, but big adjustments due to tax law changes are messing with the reported bottom line at times. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed eight(8) financial decisions to make to help you sleep better at night. 1) Make sure financial plan is current and congruent with your goals 2) Make sure your asset allocation is congruent with your financial plan 3) Reassess your life insurance policies and determine if they serving the purpose you wanted them to 4) Hold the right amount of cash 5) Make sure your holdings are simple and understandable 6) If you have a trust, make sure you have a corporate trustee as a backstop to all of your other successor trustees 7) Name beneficiaries where you have beneficiary designation opportunities, such as with IRAs, 401(k)s, Annuities, Life Insurance Policies, and POD/TOD accounts 8) Obtain Umbrella liability insurance To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed recession and the global economy. Chances of recession are low and the global economy continues to improve, so why are more people worried? Understanding the risks and odds of recession while having a strong portfolio help us ignore the guesswork. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed certain aspects of investor and market behavior that they know will unfold. They also touched on the differences between the backdrop now versus a year ago. Lastly, they talked about the cryptocurrency mania and how the second mouse often gets the cheese when it comes to new technologies. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the Lump Sum vs. Monthly Pension decision. They also analyzed IRR in relation to life expectancy probabilities, investment risk, the 4% rule and the worst 20 year return for a balanced 50/50 portfolio (5%). Additionally, they touched on the GATT Rate that is used as the discount rate in calculating lump sum balances for pensions and how the rate is at historical lows resulting in large lump sum balances and low lump sum pensions. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how we read confident, assertive headlines about the certainty of market outcomes, yet when we do some analysis often the data is far more inconclusive. Additionally, they discussed how market strength may be masking mistakes in managing family wealth and also offered some examples to think about. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how the markets continue to ignore global fears and ride the housing market's expansion. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed changes afoot that bear mentioning and watching: 1) No more Roth IRA recharacterizations, which mean waiting until the end of the year to make Roth IRA conversions for greater income and deduction visibility. 2) If you're charitable, there are 3 better ways to go about giving to charity than stroking a check. 3) Lumping/Bunching together deductions may look more attractive to more people in the new year. 4) Keep an eye on 529 plan legislation at the state level - see if proper utilization of 529 plans doesn’t have the potential to lessen your state income tax liability. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group makes use of a slow week in the markets to update listeners on allocation discipline and the outlook for oil prices in the coming year. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
After a year of incredible calm and unchecked upside, expect a much wider range of possible outcomes going forward. Despite the market strength, we're entering a period of ambivalence where much can be considered either a bullish indicator or harbinger of potentially weaker markets. Discussion of some of the tax reform impact on specific sectors. Also, a few year-end tax tips and the case for DowDuPont Inc (DWDP).
On this week’s show, The Wise Investor Group reviews the results from Oracle, looks at two chemical companies the team likes today, and thinks about one of the railroads. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group provides end of year planning ideas and discusses the potential changes to the tax code in 2018 Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed some basic ways to think about the vast volume of financial news and how to filter into what's usable. They also revisited the active vs. passive investing debate and how many investors are distorting by turning passive strategies into active ones. Additionally, they talked about some sector and asset class impacts from tax reform including a look at the municipal and corporate bond markets. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group talked about what Bitcoin is and whether it should be considered a currency or asset. With Bitcoin mania proliferating, it's important to separate out long-term potential from short-term speculation. They also discussed how difficult it is to value or model for and how the technology is promising, but the investment solution may not be. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the historical inaccuracy of predictions and how the analysis is typically more valuable than actual concrete expectations. They also discussed how what is perceived as "certain" today can easily morph and lead to a more volatile environment. Additionally, they identified some characteristics of Emerging Market investing that must be considered before leaping in at this point. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the expectations for the markets and the economy in 2018 and also what that means for your portfolio into 2019. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how the approach you take to the markets should be a conscious one. Blind passivity or caution are not strategies unto themselves; although they may be part of a conscious and deliberate plan. Additionally, they talked about how it's best not to mix politics with investing and also made the case for Celanese as an industrial stock to watch. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group took a quick look at the estimated increase in earnings for the S&P 500 (based on the current tax cut proposal), Spirit Aerosystems, Borg Warner, and also a search for decent sweet potato pie. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses how the economy continues to improve and drive earnings higher despite the market prices. Additionally, they review the results from some of our names, the debacle with both General Electric and AT&T, and also a new name to think about. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group reviewed Required Minimum Distributions (RMDs) from retirement accounts: what they are, when do they start, how are they calculated and also what happens when the retirement account owner dies. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed questions to ask if one is contemplating a major stock sale and how even the most conservative of investors could stand to benefit from some stock exposure. Additionally, they talked about how Morningstar rankings need to be taken with a grain of salt as should all backward-looking analyses. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group shares insights into the differences between having an estate plan and engaging in estate planning. Estate planning requires ongoing monitoring and amending, as your family composition, liquidity, assets, and relationships change over time. The following are several ways to make sure your estate plan is current and up to date: 1) Generate Legal Documents using online tools -- if you like giving yourself root canals and risking family relationships 2) JAG office legal assistance if you are Military or Military Dependent 3) LinkedIn contacts - see who you know in common and learn a lot about them before actually meeting them 4) Ask a friend or neighbor who they use 5) Ask a Professional you work with (CPA, Financial Advisor, other attorney) for recommendation Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how we should think about where bubbles actually lie and also place more stock in what is probable than not - too many make "Black Swans" their base case. They also discussed the risk of concentrated stock positions and provided post-earnings release updates on ABB, ABBV and ORAN. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group reviews the prospects for CVS in light of their attempt at buying Aetna and also why it's not enough to overcome their long term problems. Additionally, they take a look at Tesla and the wave of competition coming at them. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group took another look at why General Electric (GE) should continue to head even lower. They also did a quick review of the energy sector, oil and gas prices, and earnings results from both Chevron and Exxon. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed Dalbar's latest findings that continued to show how individual investors materially underperform the long-term track record of the investments themselves. They also talked about the dangers of human emotions and how we all must look in the mirror to properly address then fight destructive instincts. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed some things to contemplate and steps to take in portfolio management. Additionally, they provided a number of company specific updates on our Financial holdings (C and WFC), Healthcare (JNJ, MRK and ABBV) as well as NLSN. They also discussed why they added to ABB this week. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the situation that led to the Black Monday crash of 1987 and what's similar and different today. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how fundamentals are good, but everyone knows it and we must be careful with the bar set high. They also discussed how talk of a bond bubble may be apt, but may misrepresent what actual losses could be versus what we expect from stock crashes. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how to build and maintain a good credit profile while staying on track financially - includes information about credit bureaus, credit reporting and how to protect your credit history. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how sensationalist headlines and natural emotions can cause us to swing to investment extremes. In today's environment, there are reasons for optimism, while we must keep this optimism in check with high valuations. Staying grounded and prepared for all contingencies is the most successful strategy. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group reviewed various national trends and requirements for electric and hybrid vehicles, as well as what companies may benefit from these moves. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the earnings expectations as the quarter ends and expectations for disruptions from the hurricanes. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed potential hedges in your portfolio: diversification, owning cash and bonds in addition to stocks, possible inclusion of gold or precious metals. They also talked about a hedge against a downdraft in your credit score due to the Equifax hack and what they feel is the best hedge of all: TIME. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how investors may be concluding that investing is easy – given the strong post-financial crisis gains and low volatility in the recent months. They also walked through conditions "on the ground" over each of the past eight years to show that not only was there plenty of turbulence, but common wisdom was often wrong and steered undisciplined investors in the wrong direction. Additionally, they talked about how Health Savings Accounts work and how workers should be taking advantage of them. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how hurricane clouds continue to brew and impact the economy. They also talked about Oracle's cloud operations taking form and possible concern about JNJ’s high profile upgrade. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how we should think about risk. Investment risk should be a function of price versus fundamentals and, as it relates to our personal situations, should be calibrated to specific, customized goals. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
Chase discusses ways to protect yourself after the Equifax data breach. He takes a look at the effects of the natural disasters on the economy and earnings. Additionally, Chase reviews the rate wars in the telecom sectors.
On this week’s show, The Wise Investor Group discussed how we have to be careful not to buy into sensationalist headlines, especially when we're emotionally vulnerable. They also talked about the folly of forecasting and reviewed some simple truths about investing of which we constantly need to remind ourselves.
On this week’s show, The Wise Investor Group talked about how, while no one can consistently forecast economic and market downturns, there are indicators to watch. They also discussed how one can be prepared through diversification in terms of risk vs. risk-off and within the "risk" allocation of a portfolio. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the big picture of financial planning using the analogy of a house. The foundation is first, where the risks to the plan are discussed and insured against-death, disability, long term care, and casualty/liability-in order to protect wealth. After the foundation is secured, you can focus on wealth accumulation and the meat of planning objectives like retirement planning, education planning, investment planning and home ownership. The last stage of financial planning is wealth distribution; focusing on gifting, charitable giving and estate planning. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson and Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group shared some thoughts on the impact of Amazon's takeover of Whole Foods on grocery stocks. They also discussed the Canadian housing market and the threat it might eventually present to bank stocks there. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group identified some common mistakes they’ve seen made repeatedly over the years that almost always lead to underperformance. They also talked about how the intermediate-term outlook for stocks looks favorable, but short-term risks have risen. Additionally, they provided some things to think about if we do get turbulence. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group reviewed the earnings results from the US markets and also reflected on an article which discusses total global stock earnings. Is there a lot of leverage in the system? Yes and no. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed some of the ways you can get money into Tax-Free Roth IRAs: 1) Roth IRA Contributions 2) Roth 401(k) Contributions 3) Nondeductible Traditional IRA contributions, and subsequent Roth IRA Conversions 4) HEART Act of 2008 Roth IRA contributions, may they never be called upon for you 5) Voluntary/Supplemental Plan contributions and subsequent rolling out the basis to your Roth IRA 6) Large Voluntary Supplemental Contribution and tax-free conversion before retirement for CSRS employees 7) Strategic Roth IRA Conversions during temporary, low income tax rate years Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the current lay of the land. Earnings have been strong, but many stocks have stalled - an indication that the market is pricey and one should maintain discipline. They also offered some thoughts on industries that may compete well with Amazon or, in some cases, operate beyond its tentacles. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the current backdrop and how market strength has had more to do with improving fundamentals than expectations for government policy. They also cautioned against losing focus and chasing future results already embedded in current prices. Lastly, they touched on the active vs. passive management debate and offered some things to keep in mind if you've chosen the latter route. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the pension vs. lump sum decision making process which includes: 1. Calculation of the Internal Rate of Return 2. Understanding life expectancy and survival probabilities 3. Consistency of pension vs. portfolio fluctuations 4. Lump sum investment considerations such as asset allocation and risk tolerance 5. Other planning considerations 6. Pension default Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matthew Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group reviewed recent leading economic indicators and the effects of the weakening dollar. Additionally, they provided an update on the energy sector and the earnings from Chevron Corporation (CVX) and Exxon Mobil (XOM). Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group reviewed the third quarter results from Apple and looks at their results across their product release cycle. Additionally, they take a look at earnings from Hanes Brands. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how, while current conditions are favorable, some of what we're seeing reminds us of previous market peaks. They suggest that we must be careful not to think that current market trends, including the dominance of a select few technology stocks, will last forever. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group referenced two articles, one that detailed seven questions to ask before investing into an IPO and one that discussed the risk-reward proposition for commodities over the long-haul. Additionally, they suggested that Investors should be cautious and ask the right questions when considering either for their portfolios. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed why investors should be prepared mentally for more volatility and also looking for value from a portfolio perspective. Additionally, they talked about fixed income and how simple solutions, like bond laddering, are often more effective than complex ones. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group reviewed the earnings of Johnson & Johnson (JNJ), expectations for Verizon (VZ), and also discussed the long term trends in passive investing. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the first 5 things to do before you retire. We advise you to prepare for the following: 1) Know what it is you're retiring to 2) Know your natural rhythm and pace of spending 2a) Know if there's going to be extra cost of activities beyond what you're doing while you're working 3) Make sure you have the right amount of cash to be able to pay the bills and invest the rest for long term 4) Have your portfolio of insurance positioned correctly to offset your risks 5) Be open to strategies that might open up for you due to temporary dislocations in your personal tax rates Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the expectations for this earnings season. Additionally, they reviewed the results announced for Pepsi and the downfall of Abercrombie's merger plans. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group revisited most of the central questions that were asked at the beginning of the year. Additionally, they briefly talked about Cisco Systems and Gilead Sciences Company. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed things to consider when thinking about moving in retirement. Also, talked about the benefits of senior move managers, estate sale companies, in home care companies and daily money managers and how they can help the transition. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the expectations for earnings season. Also, took a look at the results of the Fed's bank stress tests. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group talked about considerations that will shape your decision-making: how you think about the taxes you pay on the amount of money you convert will likely shape whether or not you convert Traditional IRA money to the Roth IRA. Do you approach taxes from the Marginal (last dollar) standpoint, or Effective (average tax rate)? Which percentage is more salient to you? It matters! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor discussed how Fed policy could be a much bigger factor in the second half of the year. Their tightening comes at a time when it may not be warranted. That conflict could inform stock and bond movement sooner than later. Also, talked about the rationale for investing overseas and the Financials. Made the case for Citigroup and also relayed encouraging quarterly results from Oracle and FedEx. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the potential impacts of Amazon's proposed acquisition of Whole Foods. Talked about the benefits to Amazon itself as well as broader impacts on the grocery space and related industries. Also, talked about a few things that the market doesn't care about. Too many investors get caught up in mental exercises that the stock market doesn't consider important. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed five most popular questions about financial planning. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson and Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the improved estimates for the healthcare sector. Are they reasonable and sustainable? Also, introduced a new name they discovered at a recent conference. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the strong outperformance of growth over value so far in 2017. Mentioned the factors driving as well as why it's unlikely to be sustainable long-term given historical valuation and investor interest extremes. Also, the perils of investing in some companies that are too leveraged to a single customer. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how the Fed has been out of mind for most investors recently. That may change soon as they'll be challenged with the decision to raise rates in a slowing economic environment with few signs of inflation. Also provided some updates on GILD and GE. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group reviewed leading economic data and then a few companies to have researched and ready to buy should we get the opportunity. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how growth is trouncing value this year - a reversal from last year. Much has to do with the slowdown in the economy that favors a narrow focus on growth stocks. Value may lie in sectors like the Financials in addition to the overseas markets. Also updated outlooks for DPS and ANF. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the two seemingly paradoxical lines of current investor thinking: that passive index investing is the path to riches and that the market is expensive so maybe it's time to go to cash. Also, shared some quotes from the Berkshire Hathaway annual meeting and their relevance. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week's show, The Wise Investor Group discussed factors that could make retirement planning too conservative. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
There is a lot of uncertainty around planning out someone's future, but you don't need a crystal ball for everything. You don't have to be the NFL Swami, Carnac the Magnificent, the Amazing Kreskin, or the next Nostradamus to know a lot about your financial plan, even though you're forced to make decisions in the present. You can know with much predictability, for example, how often and when you'll rebalance your portfolio or when and why you'll be applying for Social Security benefits. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed near the end of first quarter earnings season and the market has delivered results ahead of expectations. What does this mean and should we worry? What are the right moves and how to avoid pitfalls? Also, a look at Amazon.com & Cisco, as well as value in foreign markets. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week's show, The Wise Investor Group discussed how complex and opaque investments/approaches for various reasons are often considered superior to simpler solutions by many investors. The reality is sophisticated products can come with high fees, low liquidity and a lack of clarity on how they'll actually perform in different environments. Sometimes the best approach is the simple one. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how investing in hindsight is useless and that it's easy to be rational and accurate in retrospect. Also, discussed having a game plan ahead of time grounded in conservative assumptions, as well as the short-term climate and dominance of the large, mega cap growth stocks. Have to be careful not to confuse momentum with safety. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, Chase reviews results from the engineering and construction sector, contrasting the results for both Chicago Bridge & Iron and Fluor Corporation. He also discusses the results from Disney and the rumors of a buyout from Abercrombie & Fitch. WIG Stocks: DIS ; ANF Non-WIG stocks: CBI Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how to think about earnings in boom and bust cycles. Earnings have detached from their relationship to GDP and we have to consider both mean reversion and what it means for valuations. Markets can stay cheap or expensive for extended periods of time, but they do inform forward looking returns. Better values may be had outside the U.S., particularly in Emerging Markets. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group looked at correlation or lack thereof between tax cuts and stock market performance. Also updated on earnings releases from Apple, Hanesbrands and AbbVie. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed what some companies had paid in taxes and how much a lowered rate would affect their bottom line. Also, the perils of investing in some companies that are too leveraged to a single customer. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how with enthusiasm for fiscal stimulus waning and a pausing economy earnings growth are of paramount importance. Talked about sectors that look attractive or not vs. current valuations and expectations. Additionally, they talked about the best combination of improving fundamentals and attractive valuations may be found in Emerging Markets. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how to spend your tax refund wisely. Also, with spring comes college acceptances. Now's the time to teach your kids some financial responsibility. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
Many of the trends being traded after the election have seen short reversals. Are the trends sustainable? Are valuations realistic? Also what are your rights on an airplane; let’s look at expectations for Harley Davidson, results from Wells Fargo and an update on Hanes brands. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed ways to reduce your taxes. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the current investment and economic climate. It's appropriate to be optimistic while still thinking about the next bear market and how to be positioned ahead of time. Discussed AMZN and how the real risk might be expectations and, ultimately, regulatory attention. Updated on ORCL and FDX. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group talked about how some management teams deliver value to shareholders and then examples of how some others don't act in the shareholders interest. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group talked about the current climate and how the Trump trade has ebbed. Additionally, they discussed why bad news attracts so many more headlines than good. Made the case gain for Europe and Emerging Markets based on valuations and improving fundamentals. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed lessons learned over the ensuing eight years since the financial crisis. (referenced to Morgan Housel). Also discussed the latest quarterly results from ORCL and FDX and why they’re both worth holding if not buying. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed concepts you should know about Medicare prior to age 65: 1. You'll have choices to make if you're 65 and still working and covered by a health plan at work. 2. You'll want to match your coverage up with your situation 3. Delaying taking Social Security (and thus Medicare) bumps your Social Security by 8% a year. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith and Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the lay of the land and how stocks are not responding well to encouraging news. Additionally, they talked about the headwinds and tailwinds currently affecting small caps. Provided some historical context for their performance vs. large caps. Talked about Apple and their service revenues specifically Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, AAPL (Apple Inc.), small cap stocks
On this week’s show, The Wise Investor Group discussed seven common portfolio mistakes or at least examples of faulty logic I've observed during meetings with clients and potential clients. Additionally, talked about the case for investing in Europe is strengthening and we took a new position in the Swiss industrial powerhouse, ABB. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group delved into safe retirement withdrawal rates with a discussion of the 4% Rule, its history, how safe it is and recent criticism based on current market valuations. Additionally, they discussed the impacts of investment fees, time horizon and asset allocation on the determination of a safe withdrawal rate. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group takes a deeper look at the positive economic surprises in Europe, the growth that’s appearing, the inflation that's showing up, the opportunities that it may provide, and the risks that could end it all. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstien, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed reasons to be optimistic while tempering enthusiasm. Additionally, they discussed the Fed, possibility of pro-business policy, valuations and investor sentiment. Also discussed the Snapchat IPO and how it's a case study of what investors should not do. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed Warren Buffet's annual shareholder letter and how he went after hedge funds. Meanwhile, the low-cost robo-advisers are now offering pricier, "human" solutions. The implication is advice is necessary as long as it's at a reasonable cost. Additionally, they talked about the current backdrop and how risks and rewards are probably now in balance. Discussed rationale behind Target and U.S. Bancorp sells as well as the buy case for Nestle and bonds. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how odd factoids from select periods of history may instill false confidence. Additionally, they talked about the purchase of Apple by Warren Buffett as well as updating results from some holdings, while introducing a new stock to the show. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group described the current landscape and why we're optimistic yet still exhibiting caution amidst stretched valuations. In particular, made the case for starting valuations being a bigger determinant of market success than presidential policy. Additionally, talked about how to read headlines and some tips on separating out worthless noise from true worth. Also, discussed the case for municipal bonds and some things to keep in mind. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed a departure from warnings about valuations, looked at reasons to be bullish, even at these levels. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed an article detailing seven simple things investors don't do. The idea is to control what you can control as that'll ultimately have a great effect on outcomes than the markets or macro backdrop. Additionally, they talked about the current environment and how real fundamentals are trumping rate and political concerns at this point. Offered a few reasons to be cautious as consensus gets more optimistic. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed why is it so important that you have a financial plan? Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, financial plan, savings.
On this week’s show, The Wise Investor Group discussed Trump trades, sentiment, the dollar and the difference between caution and market timing. Also, discussed the "good, the bad, and the ugly": earnings reports from AAPL, DIS, HBI and GILD. Additionally, talked in general about the dangers of chasing consensus thinking and, specifically, how consensus is positioned currently. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the outlook for the bond market and reviews earnings for Disney. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the outlook for the bond market and reviews earnings for Disney. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
Criminals want to access your information to put together the mosaic of your financial life. The more information you put out there, the more opportunities there are for do-badders to do fraudulent actions with your credit and your identity. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed: chaos and instability may act as a tax on U.S. growth by inhibiting decision making. There's a reason emerging markets trade at a discount to more developed ones. Investors have less confidence in their financial institutions and thus pay a lower multiple for growth. Also provided updates on HOG, T and CVX. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed: The lines between perception and reality or opinion and facts have always been blurred and are getting cloudier all the time. Whether to consider politics, the economy or the markets there may be a big difference between what to expect and what to get and that difference can lead to losses. Additionally, talked about GILD and updated the outlook for DFS and PG. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
Description: On this week’s show, The Wise Investor Group: Chase talks about an appearance by Sir John Templeton on Louis Rukeyser's Wall Street week in 1989, what that teaches us today. Then goes on to review the recent earnings and outlook for Discover Financial, Boeing, & United Technologies Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, DFS (Discover Financial Services) , UTX(United Technologies Corporation) , BA (Boeing Co), election
On this week’s show, The Wise Investor Group reviewed outlook for the energy sector in 2017. Additionally, they talked about 2 companies offering value opportunities in the biotech sector. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show: In this era of heightened regulation, it's important to be educated with respect to how much financial management costs as well as the limits of back-tested performance. You have to know the right questions to ask and factors to consider to be a wise consumer. Also touched on the current market backdrop including reasons to think value investing will continue to outperform. Updated on the outlook for the U.S. beverage stocks. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how value investors approach relative valuations. How a company more expensive than the market can be a value, while others are fooling themselves. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how market and economic forecasts are generally futile. Better to ask ten questions, the answers to which will present over the coming bonds and be determinant of market outcomes. Additionally, talked about how to think about what a financial advisor charges and the value for the money. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, NSRGY (Nestle SA)
On this week’s show, The Wise Investor Group discussed things you can still do this year, to affect last year's tax situation: 1) Make IRA contribution for last year 2) Recharacterize your Roth IRA conversion if something unexpected happened last year 3) Make SEP IRA contributions up to tax filing, even including extensions 4)… for more tune in to the Wise Investor Group midweek podcast. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the Emerging Markets and Europe in a general sense and how political and currency uncertainties are obfuscating value. Risk-reward tradeoff may tilt favorably in 2017. Additionally, reviewed FDX and ORCL quarters and made case for holding and potentially adding. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discusses three simple investing rules to remember amidst all the short-term market noise. Additionally, they revisit the buy case for Abercrombie & Fitch (ANF). Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the elevated valuation of the US stock market, the potential to discover value in the emerging markets, and then looks at the quarterly results from Fedex. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how if you filter out all the noise, valuations are the determinants of future market returns. Additionally, they discussed how the simple solution is often the best one and that intelligence is not necessarily correlated with investing prowess. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the three reasons or scenarios where a value investor might sell stocks. Additionally, they talked about one of the world’s best consumer brands and why it looks like a bargain. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, BRK-B (Berkshire Hathaway Inc. Class B), DIS (Walt Disney Co), PEP (PepsiCo, Inc.) , BBBY (Bed Bath & Beyond Inc.)
On this week’s show, The Wise Investor Group discussed how to determine a P/E, how to utilize it in investing and the importance of the Price to Earnings ratio. Additionally, they discussed ANF, AAPL, ABBV, and PEP Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group took a look at Barron's top ten stock picks for 2017 and reviewed a few we own and like as well as one we're sniffing around. Additionally, they talked about some interesting investor studies that teach some good lessons about pitfalls to avoid. The difference in returns between men and women investors is particularly telling. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group talked about the dangers of trying to chase momentum. It's a very tough game to win with any consistency. There is value emerging in the areas that have been left behind. Additionally, shared some observations about the exaggerated moves in healthcare and small caps. Discussed the challenging environment for mall-oriented retailers and made the case for ANF, and updated on the investment case for HBI. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed: the knee- jerk reaction in the markets is long term correct. The obvious conclusions are: that growth will accelerate, taxes are going down, interest rates and inflation are going higher, and bonds should be sold. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the post-election trading and how there might be more opportunity in what's been left behind than the momentum sectors. Also, discussed the over-exaggerated risk of a bond bear market and how it's likely, if it happens, to be much less severe than a stock bear market. Additionally, they talked about how conditions for emerging markets are challenging, but that there could be opportunity at some point. Highlighted Mexico specifically as a market to watch. As consumer staples sell off, watch Nestle as a potential buy as the valuation is getting more reasonable. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed several Top Myths that need dispelling: 1) That you should pay off debts and close down all your accounts 2) That you should unequivocally pay off your mortgage 3) That it hurts your credit score to check your credit 4) That your credit will take care of itself Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed: Everyone is curious about how the President -elect will affect the markets. Spent some time on the big picture - specifically the FED, the economic fundamentals and valuations. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group: interest rates have moved quite a bit in the week following the election. What do we know, what's speculation? What risk should we watch? Also, Target announces Q3 earnings! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the post-election reaction from three angles: what did we learn about the limited value of political and, by extension, economic/market forecasting?, 2) How do we make sense out of the tremendous rotation between market sectors this week, 3) Without trying to predict, what are a few potential big-picture outcomes? Additionally, they talked about the selloff in REITs that began last summer and has accelerated recently. Opportunity may be emerging with three names to consider. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group: Many Americans are surprised by the outcome of last night’s Presidential elections but the real issue for markets is valuation. Thus, being cautious, just plain- makes sense. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group: without knowing the outcome of the election or what that outcome will do to the markets, don't make trades based on the election. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group: what's dragging the SP500, third quarter, earnings higher? It may surprise you but it's the financials. Also, talked about two of the favorite lending stocks Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Eric Wightman, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed about how history may not repeat, but it can rhyme and it's important to keep a long-term perspective given all the short-term noise. Additionally, they talked about the case for AT&T and Time-Warner as well as some thoughts on proposed merger. Also talked about how sitting in cash and/or short-term bonds might sound safe, but actually works against returns. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed the 6 ways to pass on assets at death: Will, Titling, Beneficiary Designation, TOD/POD, Trust, and Intestacy. Discussed coordination of Titling, Wills/Trusts, and Beneficiary designations including issues that arise from misunderstanding the interplay of these concepts. Additionally, talked about incorrect beneficiaries designations and negative outcomes as well as specific issues surrounding blended families/second marriages. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how studies show investors are expecting outsized, unreasonable market returns, but still want to be conservative. Investors are saying they want risk management, but aren't practicing. This feeds into the active vs. passive management debate and how the latter is by definition a strategy that doesn't take risk into account. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group talked about the optimistic outlook of BP's CEO, the 3rd quarter earnings from Harley Davidson. Additionally, discussed why they would sell some of their Proctor & Gamble, while considering a purchase of Abercrombie & Fitch. Join The Wise Investor Group each week as we provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
On this week’s show, The Wise Investor Group discussed how, even though the broad market hasn't moved much, there's been volatility under the surface. Multiple industry groups have gone through internal bear markets. The most recent one may be unfolding in the defensive sectors with cyclicals looking more attractive. Additionally, they discussed the latest news flow around WFC and supported our buy on USB. Lastly, talked about how investors will reward companies with enough cash flow to cover both dividend growth and share buybacks. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. We manage investments for our clients. We'd be happy to help you plan your investment goals. To reach Simon Hamilton, call 571-203-1600.
On this week’s show, The Wise Investor Group discussed the impact that Samsung’s misfortune will have on Apple's future earnings. Additionally, they talked about Time Warner (TWX) Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. We manage investments for our clients. We'd be happy to help you plan your investment goals. To reach Eric Wightman, call 571-203-1600.
On this week’s show, The Wise Investor Group discussed five traits of the greatest investors. Additionally, they discussed Target (TGT), Time Warner (TWX), AT& T (T), PepsiCo (PEP), Walmart (WMT), Time Inc. (TIME) Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. We manage investments for our clients. We'd be happy to help you plan your investment goals. To reach Eric Wightman, call 571-203-1600.
On this week’s show, The Wise Investor Group discussed the multiple reasons why one should have a financial advisor. More specifically, in light of new regulations, why one should have a good advisor acting in clients' best interests. Additionally, they discussed some fixed income ideas including senior loans and both floating and fixed-to-floating preferreds. Talked about REITs as an overvalued industry group and biotechs as attractively priced. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week's show, The Wise Investor Group discussed how there's been a lot of talk over the last week about the FED not raising interest rates. Was holding off the right thing to do or should they have raised rates to start us down the path to normalization? Additionally, they discussed three stocks that look like interesting values: FedEx, Target, Time Warner. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how inaccurate most economic forecasting is and, even if it's reliable, the correlation between the economy and market performance is shaky at best. Additionally, they discussed several brutal truths about investing in retirement and how one needs to engage in customized financial planning to be successful. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week's show, The Wise Investor Group discussed why the FED should raise today along with three of portfolio stocks in the news. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group briefly discussed current market conditions and how an uptick in volatility was easily anticipated. Additionally, they discussed some historical precedent with respect to market performance and election outcomes. Updated recent news flow from Apple and Wells Fargo - reviewed the good, the bad and the ugly. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed seven portfolio manager sins that can lead to this permanent loss and should be paid attention to by individual investors. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the transport stocks and the financials. Additionally, they discussed that valuations are high but not as high as they’ve been in the past and if you ever see higher interest rates, then the multiples are going to contract. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the importance of naming several successor trustees, having a deep bench, and of naming a professional trust company as a backstop in the event that you are looking VERY long term with your trust accounts. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the case for caution given anxiety surrounding potential Fed action, overly bullish sentiment, and waning share buybacks. Additionally, they discussed how Consumer Discretionary stocks are looking interesting based on strong fundamental underpinnings and reasonable valuations. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the reasons why people say they don't use their vacation time, and covered the reasons why you really should be using your Paid Time Off (PTO) Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week's show, The Wise Investor Group discussed the importance of an investment philosophy, the allegory of the cave as it relates to Wall St research, and intelligence versus wisdom. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed 6 common investor misperceptions or unfortunate aspects of human behavior that can lead to suboptimal returns. Additionally, they discussed FDX and DFS. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week's show, The Wise Investor Group discussed DIS,TWX and to a lesser extent, SSP, and how they're evolving with their digital and internet streaming platforms. Additionally, they discussed the current lay of the land and how the markets may have corrected in time more so than price. Also,talked about some big investing lessons learned over the years and, in particular, highlighted how it pays to keep things simple. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week's Wise Investor Midweek Podcast: We are stuck in the uncomfortable position that's very reminiscent of the late 90's when stock continue to climb well beyond what the fundamentals warrant. What does a value investor do?
On this week’s show, The Wise Investor Group discuss the second quarter earnings and the results from their top 10 holdings. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
The Wise Investor Group discuss wild predictions by notable market pundits and their history of being incorrect. Additionally, they review the earnings announcements from Hanesbrands and Disney. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group talked about how roboadvisor programs make sense for some investors that won't get attention due to their portfolio asset size. But, wealthier clients need more steering, attention and nuanced planning to see them through up and down times. Additionally, talked about the current environment including the recent consolidation phase, recent GDP report and oil price conditions. Discussed case for Apple and Wells Fargo. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group: while we love a growing dividend, low interest rates also drive the markets higher by making future earnings even more valuable today. A review of second quarter earnings from P&G. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how defensive stocks may not be defensive. Utilities and staples both screen as very expensive relative to lowered yields and slow growth. Healthcare may be a better bet. Additionally, they updated the outlook for Harley-Davidson and Apple following their earnings releases. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed GE (General Electrics) and AAPL (Apple Inc.) earnings. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. GE (General Electric) and AAPL (Apple Inc.). Robert W. Baird & Co. Incorporated makes a market in the securities of these companies
On this week’s show, The Wise Investor Group shares ideas on ways to invest in tax – free accounts to help you further along with your financial goals. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed: Brand loyalty, shareholder loyalty and diversity are great qualities to look for in a core company for your portfolio. Two companies that consistently perform on those metrics are core holdings of ours. But don't forget you can sometimes find value in a company that has been shunned so a possible diamond in the rough. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed: In today’s difficult environment investors need to keep in mind that the only things they can really control is their investment philosophy and the investment process. Additionally, this week’s co-host Chase Hinderstein talked about the energy sector. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how the financials as a group are cheap and aren't getting enough credit for balance sheet strength. Although they may trade lower as analysts roll down estimates in face of lower rates, the time to buy may be soon with the bear case widely known. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed Brexit and impact here in U.S. Additionally, discussed rationale for recent purchases of Hanesbrands and Target. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed why both Harley-Davidson and Hanesbrands experienced big moves at the end of last week. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
Repeat (05/08/16) Our Core Philosphy- Being a value investor. We share what things you should be doing as well as the things you shouldn't be doing. It's criticial that you have an investment philosphy that you believe in.
On this week’s show, The Wise Investor Group discussed the impact the Brexit vote is expected to have on the economies of Britain, Europe and the rest of the world. As well as how will this impact the earnings of companies in the US and what should you do in the portfolio. Additionally, they talked about the investment implications of renewed dollar strength, including a better environment for financials vs. oil/commodities. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s Wise Investor Show: First, look at the companies you want to own. Identify the sectors that are likely to become attractive. Determine the valuation you feel gives you a margin of safety with potential upside, and don't forget the dividend yield with a focus on its payout ratio. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the outperformance of the highest dividend paying stocks, but looked at the concurrent slowing of dividend growth. Additionally, they talked about rising payout ratios and how the golden era of dividend growth may be over, also discussed Oracle's earnings and how it's still a buy in the high-thirties. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group talked about the current landscape and how low bond yields are correlating with lower stock prices. Additionally, they looked at the Consumer Discretionary space and sub-sectors that offer both risk and reward. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed: big box retailing appears interesting after three long years of deflation rocking the sector maybe the worst is over and these businesses may be worth a look. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the Healthcare stocks mentioned at this year’s annual seminar: Abbvie, Johnson and Johnson and Merck. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the steps to do before meeting with your estate planning attorney. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how we keep reading about a pending market crash, but what does that actually mean? What does the historical precedent suggest about necessary conditions for a crash and are they present today? Additionally, they talked about how both politics and economics are local and how people can have different perspectives on the economy without being wrong. Lastly, made a brief case for Apple and how some of their future innovation and opportunities are underappreciated. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s Wise Investor Show: Welcome June! Kids are graduating; decisions are being made on how to pay for college. Mortgages, equity lines, college loans and more! Let's not jeopardize your future by leveraging your resources too much. Also, briefly talked about Medicare. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the latest trends in earnings, valuations and rates/Fed policy: the 3 factors most determining of market outcomes. Additionally, they talked about why retail stocks, particularly apparel retailers, have been sliding and what areas are still worth considering for investment. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed interest rates, Wells Fargo & Co., and US Bank. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed high quality bonds and if you should own them. Additionally, they talked about Cisco Systems, Johnson & Johnson, and Fluor. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how the weakness in the U.S. dollar that has helped to drive the market's recovery since early February may not be sustainable. Additionally, they talked about the investment implications of renewed dollar strength, including a better environment for financials vs. oil/commodities.
On this week’s show, The Wise Investor Group discussed 8 portfolio mistakes. Additionally, they briefly talked a little bit about market history and low losses are an inevitable part of every cycle - the market spends most of the time below its highs. Reviewed Disney's quarter and made the case for it to remain as a hold for patient investors. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
The answer seems to be yes even though they didn't meet everyone's expectations. Sometimes you find an opportunity when everyone else is disappointed. If you don't own Walt Disney Co. then you may have a chance to start buying it. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, Our Core Philosophy- Being a value investor. We share which things you should be doing as well as the things you shouldn't be doing. It's critical that you have an investment philosophy that you believe in. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. ***No stocks discussed.
On this week’s show, The Wise Investor Group reviewed the earnings of HanesBrands and T Rowe Price, while taking a look at what's happening with oil prices and the energy sector. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed observations and takeaways from the 2016 Retirement Confidence Survey. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed three things you should be doing to protect your portfolio as well as some things you shouldn't be doing. Additionally, they briefly talked about two core holdings as well as one you might want to research for yourself. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how buying into superficial headlines and analyst ratings as well as being impatient almost always lead to subpar returns over time. Additionally, they talked about the current market climate and how we should still be wary in the face of stretched multiples, declining cash flow and reduced share buybacks. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
Globally the multinationals felt the burn of currency and economic concerns across China, Russia and South America. Might be time to look abroad while consumers are feeling better about spending here in the US. Some positives coming out of consumer spending but still concerns regarding recreational bikes. Do we have an opportunity for an inexpensive company in this relatively expensive market? Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed earnings season and what to expect. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed Apple and why it's long-term value is underappreciated. Focused on the service side of their business which is growing and could lead to a higher valuation multiple. Additionally, they examined what the weight of the evidence suggests about the current market climate. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how there've been several noticeable contrarian moves: the dollar, gold, bonds and emerging markets. Talked about the backdrop for the media stocks and highlighted Time Warner as attractive given high growth rate and low valuation. Additionally, they briefly talked about what happened in the 1st quarter including outperformance of value. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss interest rates and earnings. Whatever the current daily outlook on these two is where the market headed. Additionally, they discuss newest addition to the portfolio - USB Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group answer listeners questions regarding specific companies as well as dissected the terribly erratic first quarter. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the seven deadly sins as they relate to investing. Additionally, they discuss the market landscape including some encouraging trends in the dollar and transportation stocks. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
Hindsight is a great tool to remind us what obstacles we get hung up on when investing. We control the majority of our investing outcomes by staying the course when everything is in question. Remember that because you will be tested again and again Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
The first quarter saw the markets correct for the 2nd time in 6 months, then once again recovering very quickly. Rarely has the market been down 10% in a year to finish back positive, 8 times so far in 90 years. So, you must stop guessing what comes next. Take comfort in understanding the fundamentals of what you own, and get rid of the bits you don't understand. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss Ibbotson charts and how it's instructive to look at what sectors and asset classes have done well or lagged in previous years. Additionally, they discuss what the European Central Bank is doing as well as Oracle and Fed-ex earnings. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss market fears, free cash flow and dividends and what you can do with it. Additionally, they discuss Johnson & Johnson and Merck & Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. MRK – Merck & Co Inc New. Robert W. Baird & Co. Incorporated makes a market in the securities of this company.
On this week’s show, The Wise Investor Group discuss the differences between pro forma earnings and GAAP. Additionally, they discuss the intrinsic value of Berkshire Hathaway. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss some of the tenets that apply to wrestling alligator may also apply to investing: know why you're wrestling the alligator, get proper training and education, start out small and learn from your mistakes, know how much risk you're willing to take AND how much risk is necessary to accomplish the challenge, stack the odds in your favor if you can, stick to your plan Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss Buffet's annual shareholder letter. Focused on how Berkshire's book value and intrinsic value are understated and ultimately should drive the share price higher. Additionally, they briefly discuss Harley Davidson and Time Warner. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss recent events in the markets. Additionally, they discus two companies that have received some bad press but are now back in good graces with investors. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss how there are lots of assumptions in the media and current investor thinking that may not be valid: we’re going into recession, China will drag us down, it’s better to stay short with fixed income money and etc. Reviewed the landscape for all and how these appear off base. Additionally, they briefly discuss the rails as being too early to buy although CNI stands out. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
Most tax strategies had to be executed by December 31st but there are still a few to consider. As well as a few opportunities for your tax refund. Also our thoughts on two companies that several people have asked about through our "contact us" button.
On this week’s show, The Wise Investor Group discuss companies to buy since earnings season is over. Additionally, they talk about the importance of having a financial plan. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group talked about 9 signs that indicate you’re not ready to retire. Additionally, they briefly talked about the market climate. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group talked about takeaways from recent volatility. Additionally, they discussed HBI, CSCO, MRK and DIS positively in light of earnings reports. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss where to look for good value in the market today. Additionally, they discuss Apple Inc., Cisco Systems Inc., Wells Fargo & Co., and Berkshire Hathaway Inc. Class B. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the logical way to invest and four important tools that you can use when doing your research. Additionally, they discussed Apple Inc., Merck & Co., and Berkshire Hathaway. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discusses how the US may avoid recession and see improvement in manufacturing. Additionally, they discuss Harley Davidson, T Rowe Price, & Discover Financial. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the reasons why it's a bad idea to go to cash and liquidate. Additionally, they talk about fears of recession and briefly discuss Apple. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the current market and earnings announcements. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss ways to make better use of compounding for your kids and grandkids. Additionally, they discuss 529 plans, Roth IRA for your child or grandchild who works and earns as a teenager saving and investing by changing their custodial savings account into a custodial investment account. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week's show, The Wise Investor Group discussed the Fed tightening and slowing earnings growth. Additionally, they discussed if there are any opportunities in today's market as well as what companies to pay attention to. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed four basic concepts for successful investing. Additionally, they discussed their core holdings. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed some of the sign posts to watch that may inform stock prices: the dollar and oil. Additionally, they discussed why the life insurance space has sold off and some of the backdrop. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the current landscape and state of the markets, earnings outlook and corporate profit margins as signposts to focus on amidst the chaos and noise. Additionally, they discussed the current backdrop for oil and how bad news may be close to priced in. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed three New Year’s resolutions to help make you a wiser investor. Additionally, they discussed the value in Discover Financial Services. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed inflation, index, and dollar predictions for 2016. Additionally, they discussed Berkshire Hathaway Inc., Walt Disney Co., Time Warner Inc., and Exxon Mobile Corporation . Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed US earnings outlook. Additionally, they mentioned Metlife Inc., Wells Fargo & Co., and Discover Financials. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the year-end money saving ideas: ways to reduce taxes, make use of the rare do-overs. Additionally, they discussed qualified charitable distribution strategy going forward. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week's show, The Wise Investor Group discussed a company to own, last minute tax law update and how to handle the volatility in the markets. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the Fed raised interest rates, economic forecasts, where consensus is and what could change. Additionally, they reviewed FedEx Corporation, Oracle Corporation, Apple Inc. and Walt Disney & Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed that the Fed is raising interest rates and you should be more disciplined on pricing and maintaining your margin of safety. Additionally, they discussed the quality of earnings and the increasing use of adjusted figures. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed three keys to successful value investing and a company for each challenge. Additionally, they discussed Harley-Davidson Inc., Procter & Gamble Co., Wells Fargo & Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
Knowledge is king, not cash, so when the markets shun your company you will be able to evaluate if you were wrongor if there is an opportunity to buy while the herd is looking away. Time Horizon, its time you face the actuarial tables. Lastly understand how and why we act the way we do in the face of risk so you can control your own reactions and recognize the value of diversification. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed a check list of things to consider when analyzing retail stocks. Selectivity and attention to company specific valuations and fundamentals will matter in 2016. Additionally, they discussed Foot Locker, Inc. (FL), Dicks Sporting Goods Inc. (DKS), and Plantronics Inc. (PLNT). Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the recent Congressional Action, what you can do and factors you need to consider before you apply for your Social Security. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
Corporate free cash flow has drop and stock buy backs should follow. Poor earnings quality and declining free cash flow should mean more volatility and pressure on valuations. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed three specific companies that will benefit from this holiday season. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed that typically when interest rates rise investors buy cyclical stocks and why this time around that may not be the thing to do. Additionally, they discussed the telecoms and healthcare. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed negative revenue growth and how valuations don't support paying up for it. Additionally, they mentioned Metlife Inc., T. Rowe Price Group Inc., and Discover Financial Services. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed value investing as an area that is out of favor in a momentum market and may be likely to outperform going forward. Additionally, they discussed the case for telecommunications as a washed out sector to consider.
On this week’s show, The Wise Investor Group discussed how bad news for great companies can bring good opportunities for great investors. Additionally, they mentioned Apple Inc., Berkshire Hathaway Inc., MetLife. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed some market truisms and lessons that we were reminded of during the downturn and recovery including how sectors that are under owned often rally, that markets rally when sentiment is extremely low and that the time to invest is often not when the coast looks clear. Additionally, discussed performance chasing and how top managers often will underperform at points. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group talked about 10 things that make a person a more successful wise investor. Additionally, they mentioned Apple Inc., Harley - Davidson Inc., and T. Rowe Price Group Inc. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed General Electric as the infrastructure developer, powering the "Industrial Internet" has room to increase earnings and widen yields once the price pulls back after recent events. Additionally, they mentioned Berkshire Hathaway Inc., Synchrony Financial and Wells Fargo & Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed Apple earnings. Additionally, they mentioned Nike Inc., Coach Inc, Gap Inc., as well as how to determine what is truly happening in China and how that is going to impact the rest of the world Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how the market has surged, but how one has to be careful. Potentially contracting earnings, PE ratios and revenue growth significantly reduce the margin of safety. Have to be selective and find stocks where risks are adequately discounted. Additionally, they discussed rationale for buying more HOG, earnings reports from DFS, PG and NLSN. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
Not everyone is or should be a candidate for a Roth IRA conversion. But it could be a huge difference maker in your retirement to find out IF you should be talking to your advisor about a Roth IRA conversion. Here are some of the conditions you might be experiencing that present an opportunity for you to discuss the idea of the Roth IRA conversion further.
On this week’s show, The Wise Investor Group discussed growth and that it has outperformed value over the last 5 years but all indications are that value will re-emerge and continue its long history of outperforming. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed some of the current economic and corporate fundamental backdrop, specifically slippage in company profit margins. Additionally, they mentioned PepsiCo and General Electric. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how the Silver Generation will be growing at a rapid pace over the next couple decades, and what to own to benefit from what they are going to need. Additionally, they discussed companies to watch that are already and will continue to benefit from the aging population. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how value investors are different from momentum investors. Additionally, they discussed the market movements over the past few weeks and what you might want to consider going forward. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the lay of the land: what happened during the quarter as well what we might expect. Additionally, they mentioned some misconceptions about investing worth revisiting, and briefly discussed BWA in wake of Volkswagen fallout. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group talk about why don't investors achieve their goals? Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed the current landscape including why the Fed didn't raise rates. Might we be evolving to a market where we care more about fundamentals? Additionally, they talked about first level vs. second level thinking: the difference between herdlike, superficial work and probing analysis. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed two questions to ask before investing. Additionally, they discussed that investors should focus less on what and when the Fed will raise interest rates and focus more on earnings growth or the lack thereof. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed three companies that benefit from the rise of these categories: education advancement (tech), ever-changing environment (health), and Financial. Additionally, they mentioned the Fed and how the markets have responded to it. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed a few of the reasons this period isn't reminiscent of 2008. Additionally, they discussed Apple's new lease program, and mentioned the case for Procter & Gamble Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how weak credit growth has limited companies’ ability to grow and with margins near a peak earnings will be challenged. Additionally, they mentioned Apple Inc., Walt Disney and Co, Cisco Systems, Procter & Gamble Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
The case for stocks rest more on a comparison of relative rather than absolute returns against a back drop of unusually low interest rates so, more than ever you want to focus on financially strong companies that pay a reliable and increasing dividend. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed market environment and how the late nineties Asian crisis looks similar. Additionally, they discussed Walt Disney Company and EMC Corporation. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
When you develop a financial plan, most of the elements that go into a financial plan are complete unknowns. Guesses. Conjecture. But if you look at the elements in certain ways, you can glean information out of them, though they, by all rights, should otherwise be complete unknowns. Today Greg Smith discussed how to view the inflation rate in a financial plan, and how to view the rate of return number to make sure you're getting more meaning and purpose out of your financial plan.
On this week’s show, The Wise Investor Group discusses four basic concepts for successful investing. Additionally, they mention five core stocks: PepsiCo, General Electric, Berkshire Hathaway, Wells Fargo & Co, and Johnson & Johnson. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed how the markets finally reached the correction. Additionally, they mentioned Walt Disney, Berkshire Hathaway, PepsiCo and Wells Fargo & Co. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discussed China slow down and Yuan devaluation and who is at risk from that the most and, specifically, impacts on emerging markets and US. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discusses why there's been such volatility in the markets in just the last couple weeks. Additionally, they mentioned EMC and that it has a nice catalyst and a strong margin of safety at this point. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discusses how to be strategic with Roth IRA conversions, and offers ideas around ways to reduce your income tax. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discusses the China Yuan devaluation. They also review the case for FedEx. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discusses how the market is weaker than it appears. Additionally, they mentioned that there are opportunities in more cyclical sectors but patience and discipline is warranted. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discusses dividends and what makes up the total return of a stock. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discusses periods of underperformance. Additionally, they discuss ABBV, HOG, FDX, AAPL, AIG, UPS, ABT. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
We have had a number of earnings reports come out that are worth digging in to a bit deeper and so far they’re looking good. While the Fed is assumed to be pushing towards a rate hike, you might want to take a look at your bond portfolio’s sensitivity to a rate increase. We also discuss a great company with a solid plan for improved margins and the right environment for to thrive. Join, The Wise Investor Group, each week as they provide current market commentary, and delve into timely investment topics.
This week we discuss how herd behavior can create market risks in large cap technology and healthcare companies. We also discuss current topics in gold and throw out a couple of mining stocks for speculators. We’ll briefly discuss GE, AAPL, and HOG. Join the Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
The Wise Investor Group discusses recent earnings releases from Harley Davidson and Apple. We dive into the numbers for Harley and Apple and share our notes from the analyst calls. Join, The Wise Investor Group each week, as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group reviews the insurance sector, discussing where to find value, the impact of interest rates in the industry and an overview of the fundamentals. They also discuss the recent developments regarding the Iran Nuclear Deal and its potential impact on the oil and energy industry. Join, The Wise Investor Group each week, as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss what to expect in upcoming earnings season in terms of expectations. Additionally, they discuss lack of breadth in the market and how growth is outperforming value. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss recent events in and around Greece and China and what is noise vs. real economic impact. Additionally, they discuss five reasons for recent oil price decline. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the composition of a P/E multiple and why it's important. Additionally, they discuss Harley - Davidson, Apple and AbbVie. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the lack of safety that bonds have historically had. Stocks have been in a historic bull market over the last 7 years but bonds too have been in a bull market for the past 30 years. Additionally, they discuss the energy sector and what to expect. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss how do parents distribute their assets to their children who may have very different financial circumstances: evenly across the board or according to each child's need? Additionally, they discuss what the local estate planning attorneys see in their practice when it comes to parents of children with different sets of financial means and needs. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss how Apple has become ironically almost overlooked, and investors doubt sustainability of growth starting with Iphone sales and skepticism over Iwatch. Additionally, they discuss Oracle and Cisco. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss ways to give to charity: write a check, donate property, donate appreciated securities, charitable reminder trusts, donor advised funds, and etc. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss latest updates with Fed and Greece, three Greek red flags that if all present would signal danger for stocks. Additionally, they discuss some sectors that look attractive: energy, transports and financials although patience is warranted. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss how having a plan will help to stay on track. Additionally, they discuss DALBAR survey numbers. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the ten steps to being a successful investor. Additionally, they discuss their favorite stocks. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the current landscape and factors driving current market conditions. Specifically, focused on rise in bond yields and some of the broader implications including lack of liquidity in capital markets, impact on valuations, etc. Additionally, they discuss how negative impact on bond investors is overblown given historical precedent. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss what stocks to own if the tide turns against the market. Additionally, they discuss that Nielsen's may be losing some market share but its market is growing. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss how, when and why to sell. Additionally, they discuss their favorites. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss some of the important points regarding individual bond investing as well as some popular misperceptions. Additionally, they discuss the check list for new college grads to review to make sure they're properly focused financially. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss their investment philosophy. Additionally, they discuss the two sectors trailing the markets significantly and one that may be worthy of taking a look into further. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss the results of the 2015 annual retirement confidence survey. Additionally, they discuss the importance of having a retirement savings plan. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss how you can develop your own core set of beliefs in investing and what you need to do to become a successful investor. Additionally, they discuss value vs. growth and the list of things not to do. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.
On this week’s show, The Wise Investor Group discuss mistakes investors make in times of market turmoil or stress - things to keep in mind if the markets ever get more difficult. Additionally, they discuss cautious yet potentially encouraging outlooks for KO and MCD, as well as solid reports and trajectory updates from T, JCI and NLSN. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.