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Feb 28, 2018

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....


Feb 26, 2018

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...


Feb 22, 2018

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....


Feb 20, 2018

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...


Feb 14, 2018

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...