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Feb 27, 2019

This week, on the Wise Investor Show, David gives a brief week to date update on what the group is watching. He also discusses how best to maximize income on the cash in your emergency fund and shares a cautionary tale of elder financial abuse! To reach David Mount, call 571-203-1600. We manage investments for our...


Feb 25, 2019

This week, on the Wise Investor Show, Ann and Matt look at the changes in tax forms for 2018 and how to document QCDs and non-deductible IRA contributions. The second half of the show pivots to the value of working with a financial advisor looking at such things as time saved, financial planning, appropriate...


Feb 21, 2019

This week, on the Wise Investor Show, a slow snowy week in the Mid-Atlantic, Chase looks at how very cheap some of the market is and why we need to consider that we're buying companies that are trading at 6-8 times what they'll earn in a year or two. To reach Chase Hinderstein, call 571-203-1600. We manage investments...


Feb 19, 2019

This week, on the Wise Investor Show, Simon offers his current thoughts on the markets including how narratives have become more positive, but that caution is warranted. He also suggests several reasons why investing in real time is difficult. He discusses the difference between a good idea and a good investment as well...


Feb 13, 2019

This week, on the Wise Investor Show, Chase compares the earnings decline and a likely earnings recession with 2015. He contradicts some of his colleagues about retesting the lows, and pulls the sheet back on a recent sell in the portfolio. To reach Chase Hinderstein, call 571-203-1600. We manage investments for...