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Mar 27, 2019

This week on the Wise Investor Show, it is always dangerous to say that things are different this time, but Simon discusses how some of the traditionally negative signals an inverted yield curve send about the economy may not be as valid this time around. Simon also puts last year's "failure" of portfolio...


Mar 25, 2019

This week on the Wise Investor Show, after a review of the recent markets, Chase looks at a major capital investment happening in the US and abroad and some ways to take advantage of it from a value perspective. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help...


Mar 20, 2019

This week, on the Wise Investor Show, Ann discusses how investing in new Qualified Opportunity Funds can allow investors to defer capital gain recognition and provide a significant tax benefit. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your...


Mar 18, 2019

This week, on the Wise Investor Show, Simon discusses how earnings growth has been the largest driver by far of the ten-year bull market in U.S. stocks. He will be watching earnings specifically from the most economically sensitive, downtrodden sectors for a better read on the outlook for the overall market this year....


Mar 13, 2019

This week, on the Wise Investor Show, while updating the reality of the effects of a China deal and the Brexit mess, today we also look at two new names that may be great to own right now. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment...