The Wise Investor Show

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!

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 they were, but the markets are approaching its highs. Why is that? We'll look at it in this week's podcast. 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.

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 provides the rationale for the Group's recent addition of AMZN to the portfolio. Simon also establishes CVX as a core Energy name to own. 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.

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 earnings distributed through dividends and share buybacks. Simon also relays the latest news from BKNG and CVX. 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.

This week, on the Wise Investor Show, Simon provides a "laundry list" of things he consistently hears from clients and in the financial media that are misguided, not supported by facts or, worse, can often lead to poor investment outcomes. He also looks at this week's market pullback and details some key indicators to monitor going forward. 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.

Ann discusses options for senior living including Continuing Care Retirement Communities and multi generation living and how long term care policies can factor in.

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This week, on the Wise Investor Show, Simon shares some interesting, in some cases surprising, investment facts from the past 100 years of U.S. market history. Sometimes a step back and look at some of the long-term realities can help to orient thinking amidst the daily noise. Simon also shares the quarterly updates from SHW, CE and VZ. 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.

This week, on the Wise Investor Show, Simon discusses some reasons for continued optimism, but also some that give him pause in a market that seems a bit "overcooked" in the short-term. He also discusses the numerous advantages that smart, disciplined amateur investors have over professionals and thus reframes the whole "smart money vs. dumb money" debate. Later, he comments on the most recent quarterly reports from NOC and BWA. 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.

This week, on the Wise Investor Show, Chase explores a major and lasting threat to the economy that he thinks is being ignored, then provides a reaction to the first quarter earnings on a couple of the names in the portfolio. 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.

This week, on the Wise Investor Show, Chase reviews a recent survey that predicts the coming recession, which has been postponed. Also does a deeper look into the auto industry, which the team seems to like, but not most of names in it; also an update on a couple of core holdings. 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.

This week, on the Wise Investor Show, Simon pinpoints reasons why Disney+, their forthcoming streaming service, will likely be successful. He also offers positive takeaways from Chevron's proposed acquisition of Anadarko Petroleum and the recent earnings report from J.P. Morgan. 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.

This week, on the Wise Investor Show, Simon wonders what news is already baked into current stock prices and what potential outcomes might surprise. Is it possible the risks are skewed to the upside? Value stock outperformance, a "good" trade deal and recovering earnings are not consensus base cases. Simon also looks at the DowDuPont divestiture and the new streaming platform to be launched by Disney. 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.

This week, on the Wise Investor Show, Matt talks about how not to be derailed by saving for children's college and spending to support adult children. Recommendations include: 1. Do a financial plan. 2. Start Saving early. 3. Set up an automatic savings plan. 4. Instill good money habits in your children early. 5. Communicate with your children 6. Treat college like an investment. 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.

This week, on the Wise Investor Show, President Clinton's campaign slogan could just as easily been applied to current market conditions. Simon discusses how the current stock market rally is the result of global slowdown fears being well-understood and discounted and the perceptions that "green shoots" are emerging. Optimism is appropriate, but so is caution as there is no certainty of a second half recovery. Simon also helps listeners think about individual bonds and to know what to look for when evaluating. He makes the case for DOW and DWDP after the company divestiture and examines the landscape for AT&T and Verizon. 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.