The Wise Investor Show

On this week’s show, the Wise Investor Group provides a brief current market backdrop and discusses how large U.S. Growth stocks and some Small-Cap stocks have done well this year, but most other asset classes have produced flat-to-negative returns. They examine what historical precedent says about Gold, REITs and Emerging Markets in terms of correlation to U.S. stocks and how they should be considered as part of a long term investment portfolio. 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 takes a look at a worsening situation in the emerging markets and then a comparison of the first 2 companies to reach 1 trillion dollars in market cap. 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 gives advice on whether you should save into the Roth IRA/Roth 401(k) or Traditional IRA/Traditional 401(k)? What else goes into the decision for you beyond will your tax rates be higher or lower for you in the future? 1) Your income level 2) Plan Participation 3) Age restrictions 4) How do you feel about required distributions? 5) Your need for liquidity prior to age 59 1/2 6) Are charities your beneficiaries or people? 7) Who pays more in taxes, on average – you or your kids? 8) Do you worry about future tax rate fluctuations? 9) Do you worry about the Gov breaking the Roth IRA promise? 10) Do you wish you could effectively more for yourself? 11) Might you retire from a high income tax state to a low tax state? 12) Might you have Roth IRA conversion opportunities in the near future? Some or all of these might matter to you and help you formulate your decision on what type of account to save into. 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 suggests that the main driving force of this extended bull market may be persistent investor skepticism that continues today. The fact that hedge fund positioning has grown increasingly cautious may be sending a contrarian signal that the markets have room to run. The Group also provides updates on ABB and ABBV. 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 offers some things to think about when presented with an investment idea or pitch that may be "too good to be true". They also discuss how the duration of the bull market is of no predictive value. The length of the economic cycle is the determining factor. Finally, the group also talks about the current narrow leadership in the market and how there may be value in underperforming sectors. 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 makes the case for a soft Brexit, where the Euro economy continues to work, as the more likely outcome. Or else. 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 causes of the biggest current risks to the global market, the crisis in Turkey, the risks of further contagion, and why it matters. Also, stellar earnings from Cisco. To reach, 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 current market environment and then offers some reasonable expectations of forward looking returns. The Group also discusses how if bear market conditions do arise they will likely be different than what we have experienced in the past with different sectors and asset classes leading and lagging. One will have to be flexible and able to adapt rather than making sweeping buy and sell decisions. Finally, the Wise Investor Group also provides some updates on DWDP 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 provides some thoughts on the current market backdrop including second quarter earnings, tariffs, sector performance and possible mid-term election impacts. They refresh some thoughts once mentioned had back in January on what was expected this year in terms of investor behavior and general market character. They also provide some specific updates on Berkshire Hathaway, Apple, Sherwin-Williams, Molson-Coors and Cimarex Energy. 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 how sometimes it's wise to think like a child and ask questions. You can learn a lot and improve your financial state by asking the right questions of the right people: 1) Does my Company offer an after-tax plan that is supplemental to my 401(k)? 2) It does? Can I convert it to the Roth while still in Service? 3) I can? Will you send me the form please? 4) Is my Company Match affected by HOW I contribute to my Retirement Plan? 5) Am I a candidate for the Roth IRA Conversion? 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 message from earnings reporting season and how the market has discounted both some good results and some troubling geopolitical news. They also highlight some valid reasons to sell a stock as well as some that do not generally make sense. Lastly, WIG makes the case for Starbuck's and explains why the group added as a portfolio position. 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 discuss that there are numerous companies that are having record results and trade at reasonable prices, because we're all scared of what may come next. Do you want to be a contrarian and buy them now, or wait longer? This week, the Wise Investor Group looks at a few options and talks about the importance of management guidance. 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 takes a look at value overtaking growth per reports. It may or may not be a trend and that doesn’t matter because instead we’ll look at great companies that show up in both categories. They offer strong top line growth at reasonable 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.

On this week’s show, the Wise Investor Group discuss that there are numerous companies that are having record results and trade at reasonable prices, because we're all scared of what may come next. Do you want to be a contrarian and buy them now, or wait longer? This week, the Wise Investor Group looks at a few options and talks about the importance of management guidance. 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 to do with life insurance in retirement by analyzing: -Insurance Need -Policy Status -Alternatives 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.