The Wise Investor Show
Summary: In addition to providing perspective on today’s economy, The Wise Investor Show Midweek Update delves into the topics that matter most to achieving long-term financial security. With a deep commitment to value investing, The Wise Investor Group provides the tools listeners need to become better investors, including an understanding of the way the markets move and the ability to analyze stocks and bonds. The hosts straight-talking, common sense approach comes from over 20 years’ experience advising clients in the conservative, long-term growth of their assets. The Wise Investor Group are part of Robert W. Baird & Co. Member SIPC.
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Podcasts:
On this week’s show, the Wise Investor Group discusses how changes at the margins matter more to the markets in the short-term than absolutes. Investors are selling stocks anticipating a deceleration in global growth and corporate earnings that may be more severe than what is actually likely to unfold. Bargains are emerging now that the average stock in the S&P 500 is off over 20% from 52-week highs. They make the case for ABB, NOC and SHW, all of which have sold off after their third quarter earnings reports. 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 examines the current treacherous market backdrop. In particular, they look at the relationship between earnings, valuation multiples and stock prices and how some recalibration may be necessary to preserve a margin of safety. They also examine how stock selloffs are not reliable predictors of recessions. WIG then examines the short-term and long-term risks of bonds and how they are much different from stocks. Finally, the group provides updates on VZ, NOC and CE. 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 puts some perspective on the recent markets but looking at what's really happening. Overall, it's not that dramatic, if you bought into the hot stuff, you're getting burnt. The Group takes a look at areas that could hold up better and pay the investors if the markets suffer for longer. 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.
Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax, Citigroup Inc (C), Goldman Sachs Group Inc (GS).
On this week’s show, the Wise Investor Group looks at what it means to be a trustee. In particular, the adherence to specific fiduciary duties and responsibilities including: 1. Duty to Administer Trust by Its Terms 2. Duty of Skill and Care 3. Duty to Provide Notices 4. Duty to Furnish Information and to Communicate 5. Duty to Account 6. Duty Not to Delegate 7. Duty of Loyalty 8. Duty to Avoid Conflict of Interest 9. Duty to Segregate Trust Property 10. Duty of Impartiality 11. Duty to Invest 12. Duty of Confidentiality 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, after a wild week in the market, they give a common sense balanced look at what led to this and what it means. Is this the start of the next bear or do we have time? You want to buy a dip? Here's what to consider buying and what to avoid. 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, valuations are attractive and signs point to continued earnings growth, they are focusing on challenges that are giving the markets a taste of what the next bear market will look like. 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 what history says about October and mid-term election year performance. They then look at the narrow leadership in the market and, specifically, the performance divergence between growth and value stocks. They examine how market classifications are problematic and what could turn the tide going forward. They also share the #1 mistake investors make with IRAs and the easy fix. 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 updates the trends in the energy sector and discusses the reasons it’s likely to continue. They offer favorite names in the sector and later discuss one of the least favorite stocks. 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 compares one of this year’s hottest stocks with a competitor that has superior fundamentals. Also, a review of our top pick in the defense sector and a leader in robotics. 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 looks at the historical interplay between U.S. stocks and interest rates to see what patterns have emerged. Importantly, rising rates are typically no reason to flee the market. Some look the allocation decisions of institutional investors for signals, but they tend more to follow markets than lead them. The group also briefly updates the case for NOC. 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.
Despite the stock market's recent strength, skepticism seems to be on the rise. On this week’s show, the Wise Investor Group discusses the geopolitical, fundamental and economic underpinnings for the potential sustainability of the current bull market. They also highlight "Pot Stocks" as the next mania suckering in investors. Finally, they share some data regarding the financial and investing perspectives of the millennial generation and how it might influence their behavior, as well as that of their parents and grandparents. 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 findings of the latest College Savings Foundation's survey. They also talk about the FAFSA and CSS Profile process. They finish with a new benefit that might be widely available to individuals paying back student loans. 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 discusses how investment entry and exit points during the Great Financial Crisis look obvious in retrospect. In reality, it was almost impossible to time good opportunities to divest or invest and it was far from clear even years afterward that there was a clear recovery path. We can learn from this and also understand something about risk. They also present the main reason for optimism and a potential reason for caution in the current environment. Finally they provide updates on C and SPR. 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 lays out the case for a major economic slowdown in 2020, that the markets will start to discount in 2019. Then, make the bull case for Spirit Aerosystems. 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.
