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May 30, 2018

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,...


May 29, 2018

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...


May 23, 2018

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...


May 21, 2018

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...


May 16, 2018

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....