The Wise Investor Show

On this week’s show, the Wise Investor Group compares and contrasts some of the most common investment account types, as well the investments that go in them. They discuss the similarities and differences between Traditional and Roth IRA's as well the basic differences between stocks and bonds. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, the Wise Investor Group discusses the need to remain cautious. It's not wages but input costs that will drive inflation and slow the global economy. Here's how it plays out and some ideas to own. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, the Wise Investor Group discusses the case for Pepsi and, to a lesser extent, Coca-Cola, amid the carnage that has been the Consumer Staples sector so far this year. They also follow up the previous Sunday radio show with some thoughts on fixed-income investing and how owning bonds may make sense even for long-term, patient investors. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, given the recent move higher in interest rates, the Wise Investor Group discuss what a bear market actually means and whether it is something to fear. They place the move in current and historical context and offer some thoughts as to how to best participate. They also answer some recent client questions about Gold, Consumer Staples and how grandparents should most effectively contribute financially to the education of their grandchildren. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group goes over finding out who your friends are when you're moving and also when you're investing. The group names your real friends when it comes to saving and investing: 1) Time 2) Patience 3) Risk Management 4) Financial Planning To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group goes over finding out who your friends are when you're moving and also when you're investing. The group names your real friends when it comes to saving and investing: 1) Time 2) Patience 3) Risk Management 4) Financial Planning To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discusses the current landscape and how it is easy to get enamored with a simplistic analysis of a complex environment. Basing one's opinion on the markets on just its positioning relative to historical norms or a current read of the economy will likely lead to the wrong conclusions. WIG then provides updates on their two largest portfolio holdings: Apple and Berkshire Hathaway. They also review the rationale for adding Walt Disney to portfolios and offer a favorable opinion on investing in European stocks. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group looks at the realities of today's market, where we've been and a good idea of where we're going. Also, why Disney offers a long term opportunity here and Wall Street is too lazy to notice. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group looks at why the conditions are right to power forward to new highs. Consolidation in prices with improving fundamentals should lead to good results. Then the WIG gives a review of earnings and guidance from Apple, Sherwin Williams, and others. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discusses how value stocks have outperformed growth stocks over the long-haul but not over the past decade. Timing sentiment shifts is challenging, but changing market and economic conditions argue for a shakeup in market leadership. They warn, though, that investors have to be careful to avoid "value traps". They also make the case for Merck at current prices. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discusses the broader market and economic backdrop. They stress how it is important to understand the broader trends in interest rates and earnings as well as the business fundamentals behind stock prices. Relatedly, the group takes a look at how the current backdrop is not suggestive of an impending recession. Also, they review earnings reports from ORAN, ABBV, V and SHW and reiterate WIG's favorable opinions. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discusses the market environment and how it is easy to get caught up in short-term movements. It is generally advisable to be wary of indicators suggesting to "get out' of the market and patient investors can find opportunities when others are rotating in and out of market sectors. They highlight the Financials and Energy as attractive and favor Alphabet shares after post-earnings release weakness. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group goes over 5 questions you can learn from looking at your 1040. 1) Filing status can matter if one of you has a big, big deduction. 2) Carrying too much cash? Not enough Cash? Interest Income can reveal that question. 3) Did you make a deductible IRA contribution? The above the line deduction will tell you. 4) Are you subject to RMDs and are you charitable? The Qualified Charitable Distribution may be a good move for you. If you did that last year, then box 15B (the taxable amount of your IRA distribution will be lower than box 15A (the gross total IRA distribution). 5) How to calculate your effective or average tax rate. And then -- are you a candidate for a Roth IRA conversion as a result? And you can keep more of your money in your family by comparing effective tax rates to those of your kids/grandkids. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group takes a look at why the odds of a recession within the next year are very low. Also, results are in from JNJ and Celanese. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discusses the interplay between risk and volatility - they're related but different and can mean different things to different people. They put it into perspective and then contextualize with a historical understanding of corrections and their predictive value. They also describe the current market backdrop heading into first quarter earnings release season and provides updates on GOOG, ABBV and ABB. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.