The Wise Investor Show

On the Wise Investor Show, 3 months removed from a violent selloff, the markets deliver one of their best 1st quarters ever, yet people still seem focused on a looming recession. This week, Chase looks at what's changed in 3 months, talks about that 15% rally, and what's to come. 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, after twenty years of seeing what works and yields better outcomes for clients, here's what works: 1) Collaborative Meetings with multiple professionals at same time 2) Updating your estate plan regularly no matter the estate tax rules 3) Plan conservatively, have cash to help maintain Long Term investment horizon 4) Getting money into tax-free accounts as early as possible 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.

This week on the Wise Investor Show, it is always dangerous to say that things are different this time, but Simon discusses how some of the traditionally negative signals an inverted yield curve send about the economy may not be as valid this time around. Simon also puts last year's "failure" of portfolio diversification into context and how the landscape could easily make other asset classes beyond large U.S. growth stocks attractive in the years ahead. 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, after a review of the recent markets, Chase looks at a major capital investment happening in the US and abroad and some ways to take advantage of it from a value perspective. 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, Ann discusses how investing in new Qualified Opportunity Funds can allow investors to defer capital gain recognition and provide a significant tax benefit. 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.

This week, on the Wise Investor Show, Simon discusses how earnings growth has been the largest driver by far of the ten-year bull market in U.S. stocks. He will be watching earnings specifically from the most economically sensitive, downtrodden sectors for a better read on the outlook for the overall market this year. This read will also tell to what degree market leadership may shift from Healthcare and Information Technology. Simon also makes the case for owning AVGO and offers updates on FDX and Emerging Markets. 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, while updating the reality of the effects of a China deal and the Brexit mess, today we also look at two new names that may be great to own right now. 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, it is the bull market's 10th birthday and Simon reviews how mutual fund flows, sentiment data and anecdotal experience point to how consistently unloved it has been. The lack of exuberance may actually extend its life. Simon also discusses reasons to stay optimistic in the midst of the expected consolidation of the early 2019 market gains. He offers some takeaways from the Berkshire Hathaway annual shareholder letter and the latest from CVX, AAPL, ORAN and BKNG. 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 frames the current market backdrop and what potential outcomes both the selloff and subsequent rally in stocks have been discounting. He frames earnings growth and interest rates as the two most important variables to monitor. He then discusses why just about everyone should own stocks in some weighting, even retirees. He also updates on DHR's major acquisition and why to be positive on the Financials and JPM specifically. 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, Greg goes over five items to discuss with your advisor in early March: 1) COORDINATING your Qualified Charitable Distributions (Charitable Giving from your IRA) with how much you're distributing each month from your IRA. 2) Examining if your Traditional IRAs have basis and are worth converting to the Roth 3) Super Turbo your savings to IRAs by contributing up to this year's AND last year's limits, for as much as $13,500 if you were above age 50 last year. Possibly as much as $27,000 to your IRAs if you're married. 4) Consider the Backdoor Roth IRA concept if you earn too much to qualify for a Roth IRA contribution outright and you don't otherwise have any money in a Traditional IRA. 5) Consider your Asset Allocation and Asset LOCATION. If you're converting money to the Roth IRA, should it have the same time horizon as it did when it was a Traditional IRA? 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.

This week, on the Wise Investor Show, David gives a brief week to date update on what the group is watching. He also discusses how best to maximize income on the cash in your emergency fund and shares a cautionary tale of elder financial abuse! To reach David Mount, 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, Ann and Matt look at the changes in tax forms for 2018 and how to document QCDs and non-deductible IRA contributions. The second half of the show pivots to the value of working with a financial advisor looking at such things as time saved, financial planning, appropriate asset allocation and diversification, behavioral coaching and tax management. To reach Ann Summerson or 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, a slow snowy week in the Mid-Atlantic, Chase looks at how very cheap some of the market is and why we need to consider that we're buying companies that are trading at 6-8 times what they'll earn in a year or two. 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 offers his current thoughts on the markets including how narratives have become more positive, but that caution is warranted. He also suggests several reasons why investing in real time is difficult. He discusses the difference between a good idea and a good investment as well as how results versus expectations often matter more than the results themselves. He updates the latest from BWA and CSCO. 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 compares the earnings decline and a likely earnings recession with 2015. He contradicts some of his colleagues about retesting the lows, and pulls the sheet back on a recent sell 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.