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Annual Seminar


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The Wise Investor Show

Broadcast Live Every Sunday:

The Wise Investor Show

Our team shares their common sense approach to investing.

Market Insight

Market Insight From the Investment Analysis Team

Protecting Yourself From
Tax Identity Fraud

It's Here! Annual Seminar 2017

We are excited to announce that our Annual Seminar Video is now available!

To view an online recording of the Seminar Click Here 


Questions to Ask Before You Buy a Second Home

By David Mount, Senior Vice President and Portfolio Manager

With today’s current low interest rates, homeowners are looking to buy. But they’re not always looking to sell too. According to the National Association of Realtors®, over 2 million vacation and investment properties were purchased nationwide last year. Buying a second home comes with unique financial considerations. Before you purchase a vacation home or investment property, there are a few questions you should ask yourself and discuss with your financial advisor....Read More


Market Insight

Contributed by The Wise Investor Group

Tax identity fraud commonly refers to the practice of using a stolen Social Security number to file a false tax return and claim a fraudulent refund... Read More


The Wise Investor Show

The hosts of the Sunday radio broadcast “The Wise Investor Show,” provide listeners with the market insight and tools they need to become better investors. They also deliver a Midweek Update on the topics vital to achieving long-term financial security.

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