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Nov 27, 2019

It's the time of the year when Wall Street rolls out the predictions for next year. Chase looks at a couple of the early entries and what they think the election will mean. Then, he tells you why this stock, one of your favorites, isn't on our "hold for 10 years list". Also, you'll be thanking us for giving you...


Nov 22, 2019

Simon discusses how market timing is incredibly difficult to execute successfully. It is just as hard to predict when to sell as it is to know when to reposition. He also talks about the recent pause in the rotation towards value as well as the treachery of conflating political leanings with investment positioning....


Nov 20, 2019

Tariffs may not have the impact that investors think, and if the relief that resolutions bring is also underappreciated, we have more upside. Tariffs are affecting impressions more than outcomes, and relief may release a lot of capital.


Nov 18, 2019

Simon discusses the recent market rotation into value stocks and whether it is likely to be sustainable. He also identifies four current investor concerns and to what degree they are warranted. He updates the latest news from DIS and talks about CSCO's recent earnings report. Also covered: DIS, ABBV, CSCO,...


Nov 13, 2019

One of the most often questions at the Wise Investor Group is "How often should I..?"  Financial Planner Greg Smith seeks to answer some of the most often asked questions as to timing intervals for important facets of your financial life.

How often should I...
1) Meet with my estate planning attorney
2) Meet with my...