The Wise Investor Show

This week, on the Wise Investor Show, Simon discusses how "retests" of recent stock market lows are not only natural but necessary for the markets to move sustainably higher. He looks at the current interest rate, trade and overall economic environment and suggests that the case for optimism is still very valid. He also updates on the latest quarterly reports from CVX, AAPL, GOOGL and DWDP. 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 looks at the 14%+ bounce off the Christmas Eve lows and wonders whether stocks have come too far, too fast. Some "retesting" might be necessary for the markets to form a stronger base from which to move forward more sustainably. Meanwhile, corporate earnings reports on balance have been favorable and he updates the latest from SPR, NOC and GOOGL. 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, the need to be prepared in advance; while things are going well, a la when is the best time to repair your roof? In the middle of a hailstorm, or when the sun is shining? 1) 3-6 Month Supply of Cash 2) Have an open Home Equity Line of Credit 3) Make sure you have proper disability insurance protection 4) You might be able to borrow against your permanent life insurance policy 5) You can distribute money from a previous employer's 401(k) plan penalty-free (though not tax-free) at age 55 Act of Last Resort) borrow against your current 401(k)

This week, on the Wise Investor Show, the volatility and challenges of the 2017 4th quarter may have brought on a more reasonable approach and better valuations for the markets in 2019. While not doing lasting damage, the struggles at the end of last year may have boosted the bull market to continue its run through 2019. 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, the need to be prepared in advance; while things are going well, a la when is the best time to repair your roof? In the middle of a hailstorm, or when the sun is shining? 1) 3-6 Month Supply of Cash 2) Have an open Home Equity Line of Credit 3) Make sure you have proper disability insurance protection 4) You might be able to borrow against your permanent life insurance policy 5) You can distribute money from a previous employer's 401(k) plan penalty-free (though not tax-free) at age 55 Act of Last Resort) borrow against your current 401(k) 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, Simon discusses how shaky strategies and, in some cases, luck can work over shorter periods of time, while having a strong, disciplined prices almost always prevails over the long-haul. He provides some historical performance data as examples of the long-term merits of bonds, international stocks and value stocks. Some of the more attractive values may be among the cyclical stocks. He highlights BWA and AVGO as having attractive risk-reward tradeoffs. Simon also updates on the latest from SBUX and JNJ. 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, we've bounced off the lows of December, right back to the levels that the initial correction formed in October. There's reason for optimism, especially because pessimism is still strong, but there's also a sector that's exposed to higher risk, and it's not being discussed. Found out what it is and why in this episode, plus a review of a stock everyone hates but is turning some heads. 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 from multiple perspectives the stock selloff late last year has already discounted a fair amount of macroeconomic and corporate earnings slowing. They also share some timeless pearls of wisdom from Jack Bogle, the legendary founder of Vanguard who passed away this week. The Group provides the latest from the Financials, who almost all reported earnings this week as well as updates on T, VZ, NOC, SHW and FDX. 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 order of Tax-Preferenced Accounts from best to worst for those looking to maximize the benefit of their savings: 1. Triple Tax Free HSAs 2. Double Tax Preferenced Accounts (Traditional 401k, Deferred Compensation plans. and 529 Savings Accounts) 3. Tax Free Roth IRAs (backdoor Roth IRAs for higher net worth) 4. Mega Back Door Roth IRAs 5. Single Tax Deferred Accounts (Annuities, buy and hold growth stocks) 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, the group orients listeners by putting last year's selloff as well as the prevailing volatility in general into some historical context . They also discusses asset class performance, sector returns and the sharp valuation contraction and some of what to expect going forward. The Group makes the case for considering the Financials that were one of the worst performing sectors in 2018 as well as secular growers such as DHR, DIS 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, value investors will feast in 2019, as they're the ones who can look past the headlines and take advantage of volatility and short-term issues to buy great companies at good prices. 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, when the market's overly optimistic, value is hard to find. If we can look through today's short term troubles, even discounting worse outcomes, we can see through the cycle and see that today we're better compensated for the risks than in recent years. 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, the group discusses how too many investors get caught up in the daily noise of their portfolio performance and market happenings and lose sight of more important big picture estate and planning-related issues. They highlight a client who recently passed away leaving behind a tangled mess for his heirs. They also offer some myths in retirement for retirees and those near retirement to consider. 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, the group discusses Year-End Actions to Consider: Still have one full trading day left in the year for: Harvesting Losses, harvesting gains, where appropriate; Roth IRA conversions if you're going to do them, especially if you think your investments have been treated unfairly by the market. Early 2019 Recommendations: (1) Increase your 401(k) contributions, based on 2019's increased contribution limits; (2) find out if your company match is tied to HOW you contribute, and if so, adjust accordingly to not leave any free money on the table; (3) Put together or Update your financial plan so you can answer all of the questions I posed in the show; (4) consider having a family meeting between you, your adult children, and your financial advisor, sharing only what you're comfortable sharing, using this is as an opportunity to pass along your family values. 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, the group discusses how the median performance of S&P 500 stocks since the late summer highs has been much worse than the broad market average. With such a landscape, it makes sense to be on the best quality, mostly reasonably priced names going forward. He makes the case for AAPL, GOOGL, DHR and SBUX. He also discusses some psychological pitfalls that investors have to avoid falling into in tough 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.