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Mar 29, 2017

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...


Mar 27, 2017

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...


Mar 22, 2017

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...


Mar 20, 2017

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...


Mar 15, 2017

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...