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Jan 31, 2018

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...


Jan 29, 2018

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...


Jan 24, 2018

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...


Jan 22, 2018

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...


Jan 17, 2018

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...