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Dec 30, 2019

This week we put the year in perspective and look at the odds of the rally continuing for another year. Then, we break with convention and talk about the bear case for Berkshire Hathaway. Is it time to sell Warren Buffett? Also, reviews of Booking Holdings and Occidental Petroleum.


Dec 24, 2019

Simon discusses how in the current era of free trading investors should be aware of hidden costs. Given some misperceptions about costs and investor overconfidence in what has been a great market, many could be overly discounting the merits of paying for financial advice. He also looks at the market backdrop and that we...


Dec 23, 2019

There is plenty to be cautious about, but Simon makes the case that risks for 2020 are still skewed to the upside given the tailwinds of Fed policy and thawing trade tensions. He also talks about what it means to consider a company a "quality" investment. He updates the thesis on FDX, LHX, and MPC. 


Dec 18, 2019

It is not inconceivable to have a more thorough grasp of the concept of risk.  In this episode of the Wise Investor Show podcast, financial planner, Matt Anderson attempts to clarify the definition of risk by discussing 3 important concepts: Unsystematic vs. Systematic Risk, Asset Allocation and Time Horizon.


Dec 16, 2019

Greg provides year-end ideas for ways you can keep more of your money in your pocket.  Different ways to be charitable can make a big difference to your bottom line, both in tax savings, as well as if you're paying Medicare Part B premiums.  Greg also describes how to determine the benefits of realizing gains...