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Dec 31, 2018

This week on the Wise Investor Show, the group discusses Year-End Actions to Consider: Still have one full trading day left in the year for: Harvesting Losses, harvesting gains, where appropriate; Roth IRA conversions if you're going to do them, especially if you think your investments have been treated unfairly by the...


Dec 26, 2018

This week on the Wise Investor Show, the group discusses how the median performance of S&P 500 stocks since the late summer highs has been much worse than the broad market average. With such a landscape, it makes sense to be on the best quality, mostly reasonably priced names going forward. He makes the case for...


Dec 24, 2018

This week on the Wise Investor Show, a discussion of the sharp selloff in the stock markets, they mention the market's response to the Fed's recent hike and how investors are pricing in a potentially changing environment. Also, a relay of what we are hearing from nervous clients and the perspective it can provide...


Dec 19, 2018

This week on the Wise Investor Show, the group reviews some year-end strategies like Qualified Charitable Distributions and prepaying of health care expenses. They lay out the new contributions limits for qualified plans and IRA's. Lastly, providing some ideas for financial New Year’s resolutions. To reach Ann...


Dec 17, 2018

This week on the Wise Investor Show, the market does what it wants and we fill in the reasons. In the short term, the stock market may go up or down for reasons that aren't in the headlines, but that won’t stop them from trying. The market's still volatile but the fundamentals argue that it's oversold. To reach Chase...