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May 30, 2019

Simon discusses how Visa enjoys a highly defensible market position, secular tailwinds, strong profit margins and attractive new growth markets. It is worth considering even at a historically high valuation. Simon also discusses the current market weakness and how economic data, stock prices and bond yields...


May 28, 2019

Bill passed the House to Raise the RMD age to 72. What impact could that have on you? Why do Boomers, X'ers, and Millennials NOT have a written plan? The answers may surprise you. Reminder to take inventory of your DIGITAL AND ONLINE assets -- they matter too!


May 22, 2019

This week, on the Wise Investor Show, Leia told Lord Vader that the tighter he squeezed, the more systems that would slip through his grasp. However, it's important that we now get a grip on reality, as it relates to the markets and gain a bit of perspective on where we've been. Earnings estimates are far lower than...


May 20, 2019

This week, on the Wise Investor Show, Simons provides some backdrop around the emerging trade war with China and tries to ferret out what matters from what is noise and sensationalism. He then highlights the latest from some of the biggest and brightest Information Technology names - CSCO, AAPL and GOOGL - and...


May 15, 2019

This week, on the Wise Investor Show, Simon discusses how powerful compounding can be in the stock market, but that it is backend loaded. Only through an extensive time commitment and patience will the math really work in investors' favor. Investors relatedly underestimate the power of compounded shareholder...