The Wise Investor Show

This week on the Wise Investor Show, a discussion of the sharp selloff in the stock markets, they mention the market's response to the Fed's recent hike and how investors are pricing in a potentially changing environment. Also, a relay of what we are hearing from nervous clients and the perspective it can provide for others. Finally, an analyzation of the case for BKNG and an update on 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, the group reviews some year-end strategies like Qualified Charitable Distributions and prepaying of health care expenses. They lay out the new contributions limits for qualified plans and IRA's. Lastly, providing some ideas for financial New Year’s resolutions. 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. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax.

This week on the Wise Investor Show, the market does what it wants and we fill in the reasons. In the short term, the stock market may go up or down for reasons that aren't in the headlines, but that won’t stop them from trying. The market's still volatile but the fundamentals argue that it's oversold. 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 market continues to see extreme swings, and although the news tries to tell you why, ultimately the markets doing what it wants for now. The facts tell us it should be much stronger, so do you buy in? Also, a new twist on why some fixed income investments may be doomed to fail. 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 quickly stock investors have gone from blind optimism to losing all faith. They key on the relevance of the inverted yield curve narrative and how investors should think about the indicator. WIG spends most of the show discussing the theses behind WIG's top 13 equity holdings. Finally, a note on how we should not worry much about how they will do next week, and instead understand the long-term secular drivers behind their share 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.

This week on the Wise Investor Show, the best hitters in the American League and National League don't get a hit 6-7 times out of ten. The best shooters in the National Basketball Association miss more than half the time. It is likely that some of your investments may be trading at a loss. Here is encouragement to take advantage of that opportunity and pay a little less in taxes as a result. 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 uneasiness and uncertainty in the markets. They compare this period to the cyclical downturn in 2015-2016 and how they see more of a deceleration in growth than a recession-induced decline. They also bring us up to speed on the latest from Apple, Walt Disney, Cisco Systems and Northrop-Grumman. 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 the fundamentals remain strong the markets continue to struggle with uncertainty for next year. The majority of evidence points to strong results but the wild cards leave the market saying "I don't know" and that may create value opportunities.

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While intended to simplify, the new Federal Tax codes seems as nuanced and complicated as ever. Ann and Matt help to clarify some of the key changes for 2018, and provide some timely year-end tax and financial planning ideas for you to consider.

Simon comments on the current state of the market and how a stealth bear market has already unfolded for much of the S&P 500. He transitions to talk about so-called "free" investment management as well as high-priced boutique platforms. Most of the time, neither provide what is promised in terms of fee transparency or return. Professional advice is very valuable but investors should know exactly what they are paying for.

On this week’s show, the Wise Investor Group discusses some of the things one typically hears and reads every time the market turns down and how it is important to not get distracted from the long-term investment plan. They talk about how volatility in stock prices also distracts investors from understanding the underlying businesses. Finally, the group focuses on what is going on the latest from BRKB, CVX, SBUX, DWDP and AAPL. 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 conditions are set for the market to clear out the dead brush and start the 4th quarter rally. Risks are elevated but valuations and the business climate are compelling. We're likely to see a few catalysts on political scene the can lead us to a strong finish in 2018.

This week on the Wise Investor Show, Required Minimum Distributions: How they work and strategies for getting your money out of your IRA accounts, the when’s and how’s of taking out your Required Minimum distribution matters. The Wise Investor Group gives you a brief history on RMDs, how they work, and several strategies for taking out the money to be in compliance and maximize tax-deferred compounding. 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, October's the most volatile month of the year for the markets. This year did not disappoint. However, while pundits and analysts debate global growth, now may be a great time to consider some very cheap cyclical businesses. 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.