The Wise Investor Show

On this week’s show, The Wise Investor Group makes use of a slow week in the markets to update listeners on allocation discipline and the outlook for oil prices in the coming year. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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.

After a year of incredible calm and unchecked upside, expect a much wider range of possible outcomes going forward. Despite the market strength, we're entering a period of ambivalence where much can be considered either a bullish indicator or harbinger of potentially weaker markets. Discussion of some of the tax reform impact on specific sectors. Also, a few year-end tax tips and the case for DowDuPont Inc (DWDP).

Chase reviews the recent results from FedEx and a major acquisition by Oracle.

On this week’s show, The Wise Investor Group reviews the results from Oracle, looks at two chemical companies the team likes today, and thinks about one of the railroads. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 provides end of year planning ideas and discusses the potential changes to the tax code in 2018 Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 discussed some basic ways to think about the vast volume of financial news and how to filter into what's usable. They also revisited the active vs. passive investing debate and how many investors are distorting by turning passive strategies into active ones. Additionally, they talked about some sector and asset class impacts from tax reform including a look at the municipal and corporate bond markets. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 talked about what Bitcoin is and whether it should be considered a currency or asset. With Bitcoin mania proliferating, it's important to separate out long-term potential from short-term speculation. They also discussed how difficult it is to value or model for and how the technology is promising, but the investment solution may not be. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 discussed the historical inaccuracy of predictions and how the analysis is typically more valuable than actual concrete expectations. They also discussed how what is perceived as "certain" today can easily morph and lead to a more volatile environment. Additionally, they identified some characteristics of Emerging Market investing that must be considered before leaping in at this point. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 discussed the expectations for the markets and the economy in 2018 and also what that means for your portfolio into 2019. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 discussed how the approach you take to the markets should be a conscious one. Blind passivity or caution are not strategies unto themselves; although they may be part of a conscious and deliberate plan. Additionally, they talked about how it's best not to mix politics with investing and also made the case for Celanese as an industrial stock to watch. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 took a quick look at the estimated increase in earnings for the S&P 500 (based on the current tax cut proposal), Spirit Aerosystems, Borg Warner, and also a search for decent sweet potato pie. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 the economy continues to improve and drive earnings higher despite the market prices. Additionally, they review the results from some of our names, the debacle with both General Electric and AT&T, and also a new name to think about. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 reviewed Required Minimum Distributions (RMDs) from retirement accounts: what they are, when do they start, how are they calculated and also what happens when the retirement account owner dies. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matt Anderson, 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 discussed questions to ask if one is contemplating a major stock sale and how even the most conservative of investors could stand to benefit from some stock exposure. Additionally, they talked about how Morningstar rankings need to be taken with a grain of salt as should all backward-looking analyses. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 shares insights into the differences between having an estate plan and engaging in estate planning. Estate planning requires ongoing monitoring and amending, as your family composition, liquidity, assets, and relationships change over time. The following are several ways to make sure your estate plan is current and up to date: 1) Generate Legal Documents using online tools -- if you like giving yourself root canals and risking family relationships 2) JAG office legal assistance if you are Military or Military Dependent 3) LinkedIn contacts - see who you know in common and learn a lot about them before actually meeting them 4) Ask a friend or neighbor who they use 5) Ask a Professional you work with (CPA, Financial Advisor, other attorney) for recommendation Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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.