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Jun 28, 2017

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...


Jun 26, 2017

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...


Jun 21, 2017

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...


Jun 19, 2017

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...


Jun 14, 2017

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...