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Nov 28, 2018

This week on the Wise Investor Show, while the fundamentals remain strong the markets continue to struggle with uncertainty for next year. The majority of evidence points to strong results but the wild cards leave the market saying "I don't know" and that may create value opportunities.


Nov 27, 2018

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Nov 26, 2018

While intended to simplify, the new Federal Tax codes seems as nuanced and complicated as ever. Ann and Matt help to clarify some of the key changes for 2018, and provide some timely year-end tax and financial planning ideas for you to consider.


Nov 23, 2018

Simon comments on the current state of the market and how a stealth bear market has already unfolded for much of the S&P 500. He transitions to talk about so-called "free" investment management as well as high-priced boutique platforms. Most of the time, neither provide what is promised in terms of fee transparency or...


Nov 14, 2018

On this week’s show, the Wise Investor Group discusses some of the things one typically hears and reads every time the market turns down and how it is important to not get distracted from the long-term investment plan. They talk about how volatility in stock prices also distracts investors from understanding the...