Our Experts in the News

The Wise Investor Group is often featured in trade, regional, and national publications and broadcasts, including the following recent examples:

July 17th, 2017

U.S. News & World Report: "Value Investing Isn't Dead, But You Need to Adapt"

Simon Hamilton describes how patience, as well as embracing foreign stocks and rising rates, will keep value investors in the game.

July 10th, 2017

Virginia Business: "Is the 4 percent retirement rule still relevant in today’s market?"

Matt Anderson discusses safety and risks of retirement withdrawal rates.

June 29th, 2017

The Wall Street Journal: "Value Investing: It Can Pay to Find Your Price and Strike"

Simon Hamilton explains how true value investing is about understanding the fundamentals of a company and why a downturn may be an opportunity.

May 25th, 2017

Reston Connection: "Investing in the Community"

The Wise Investor Group supports Embry Rucker Shelter during Baird Gives Back Week.

March 31st, 2017

D.C. CityBizList: "The Wise Investor Group Named to Barron's 2017 Top 1,200 Financial Advisors"

For the 9th year in a row The Wise Investor Group has been named to Barron's  2017 Top 1200 Financial Advisors.

March 6th, 2017

The Washington Post: "Why downsizing your home may not necessarily downsize your costs"

David Mount shares tips for downsizing in retirement, without breaking your budget.

February 13th, 2017

U.S. News & World Report: "5 Things to Know About College Financial Aid and Spending"

Ann Summerson shares tips for spending college financial aid 

December 12th, 2016

U.S. News & World Report: "Rethinking a Mortgage While Retired"

David Mount shares what homeowners need to consider if they are retiring before paying off their mortgage. 

October 31st, 2016

The Washington Post: "What to Consider Before Buying a Second Home for Investment"

David Mount shares the 4 questions you should ask before buying a second property in The Washington Post.

October 18th, 2016

The Washington Post: "Five Signs You’re Ready to Buy Your First Home"

If you're considering moving out of the rental market, make sure you're able to take care of maintenance and unexpected repairs. Greg Smith shares these and other signs that you're ready to buy your first home.

September 16th, 2016

Virginia Business: "Eight Portfolio Mistakes You Don’t Want to Make"

Don’t make these 8 portfolio mistakes. Simon Hamilton shares the most common investor mistakes in Virginia Business. 

June 27th, 2016

Investopedia: " How to Use Active and Passive Investing for Retirement."

A strong active manager is disciplined and follows a long-term philosophy, not just the present conditions. Read more from our Simon Hamilton in Investopedia on using active and passive investing for retirement. 

May 20th, 2016

Main Street: "Target Date Funds Offer Major Advantages But Also Setbacks." *

Target date funds are gaining interest among investors, especially in the younger generation. Simon Hamilton shared a few snags those of all ages should be aware of. 

*Investors should consider the investment objectives, risks, charges and expenses of the fund carefully before investing. This and other information can be found in the prospectus or summary prospectus. A prospectus or summary prospectus may be obtained by contacting your financial professional. Please read the prospectus or summary prospectus carefully before you invest or send money. 

The target date may be a useful starting point in selecting a fund, but you should not rely solely on the date when choosing a fund or deciding to remain invested in one.  You should consider the fund’s asset allocation over the whole life of the fund and at its most conservative investment mix, as well as the fund’s risk level, performance, and fees. Further, there are no guarantees that the fund will meet its investment goals by the date specified.

March 28th, 2016

Reston Patch: "Gregory S. Smith and Eric Wightman Named to Barron's 2016 Top 1200 Financial Advisors"

For the 8th year in a row The Wise Investor Group has been named to Barron's  2016 Top 1200 Financial Advisors.

March 14th, 2016

Reston Patch: "The Wise Investor Group Donates More than $14,000 to RESET"

The Wise Investor Group donated all of the 2016 Annual Seminar registration money to RESET to help introduce students to the joys of STEM.

February 23d, 2016

Bankrate: "Top 7 Senior Housing Options to Consider"

Could a CCRC be the right fit for you or your parents? Ann Summerson provided her insight on what to consider before making a commitment.

January 27th, 2016

Northern Virginia Magazine: "10 years in the School of Hard Knocks"

David Mount tells Northern Virginia Magazine readers to take their emotions out of the equation by having an investment plan.

January 22nd, 2016

Yahoo! Finance: "9 Signs You Shouldn’t Let Your Parents Help You Financially"

It can be easy to accept money from parents, but is it the best option? Greg Smith shares a few signs you shouldn't accept the help.

January 20th, 2016

Yahoo! Finance: "5 Ways to Protect Yourself From Wall Street Volatility"

Chase Hinderstein shared his ideas about the ways to protect yourself during the volatility. 

November 24h, 2015

Fairfax County Times: "Reston Town Center Thanksgiving Parade turns 25"

The Wise Investor Group one of the sponsors.

November 19th, 2015

Yahoo Finance: "5 Estate Planning Strategies to Keep Your Money in the Family"

Matt Anderson shared strategies to keep your inheritance money in the family. 

November 18th, 2015

U.S. News & World Report: "Know When It's Time to Tweak Your 401(k)"

There's good news on the retirement-investing front: Younger workers are taking things more seriously than their predecessors did. Simon Hamilton quoted in this article.

November 13th, 2015

Yahoo Finance: "Should You Invest in a 401(k) If You Don't Get a Match?"

Ann Summerson provided her insight on why you may want to put your money in an IRA.

October 6th, 2015

MainStreet.com: "Americans Feel Insecure About Their Social Security Knowledge"

"One of the most important thing for anyone to remember when it comes to Social Security is that retiring and claiming benefits are two completely different things". Greg Smith 

September 28th, 2015

New Retirement:"55+ Communities: What are Continuing Care Retirement Communities"

Ann Summerson was quoted in the article: Will your finances allow you to consider a CCRC?

September 13th, 2015

Fox Business: "10 Money Mistakes a Financial Planner Can Find in 10 Minutes"

Greg Smith advised Fox Business readers to take advantage of their employer's 401(k) match to better prepare for financial independence. 

May 4th, 2015

Healthy Aging Magazine, "Are You (Or Your Parents) Ready for a Continuing Care Retirement Community?

Continuing care retirement communities (CCRCs) are becoming more and more popular. How do you know when it's time for you - or your parents - to make the move? By Ann Summerson

March 4th, 2015

WJLA, "Let's Talk Live"

In this segment, Managing Director and Certified Financial Planner® Gregory S. Smith de-bunks four of the most common misperceptions about retirement and offers tips on how to prepare for a successful retirement--both financially and personally.

February 25th, 2015

Connection Newspapers, "Wise Investor Group Raises More than $21,000 for Hopecam"
The Wise Investor Group at Robert W. Baird & Co, announced that their Annual Seminar raised more than $21,000 for Reston - based nonprofit Hopecam. 

January 1st, 2015

SmartCEO, "It's Not All About The Money"
Greg Smith quoted in their article on Building Company Value.

January 1st, 2015

MainStreet.com, "Money Resolutions for 2015: How Folks Plan to Improve Their Finances in the New Year"
Greg Smith quoted in their article on money resolutions for 2015.

December 29th, 2014

Monster Personal Finance, "Last - Minute Money Moves For 2014"
Greg Smith quoted in their article on the end of the year money tips.

December 19th, 2014

The Daily Record, "Mistakes to Avoid During Estate Planning"
Greg Smith provided expert insight on how to avoid the most common mistakes people make during the estate planning process, which is so important for protecting and preserving your family.

December 1st, 2014

Virginia Business Magazine, " Waiting for Godot (er, Yellen)"
With the Fed still reluctant to raise rates, this article featuring Simon Hamilton focuses on why investors should remain calm and cautious in making changes to their portfolios.

November 17th, 2014

Forbes, "5 Ways To Make The Most of a Holiday Savings Account"
Greg Smith provided his take on how a holiday savings account can help you manage your budget and stay on track with your financial plan during the holidays.

September 12th, 2014

The Daily Record, “Wealth Advisers 'Not Just for the Uber-Rich’”
Simon Hamilton provided his take for The Daily Record’s look at the role of wealth advisers, and why you don’t necessarily need to be wealthy to need one.

August 21st, 2014

USA Today, “Debt: The Big Threat to a Happy Retirement”
USA Today personal finance reporter Rodney Brooks spoke with Greg Smith on the major threats debt can place on your ability to retire happily. Read the full article here: 

June 26th, 2014

Governing, “Manufacturing Is Coming Back. Factory Jobs Aren’t.”
Drawing on recent industry examples, Chase Hinderstein discusses the current direction of the manufacturing industry in the United States. Chase also highlights the correlation of U.S.-based manufacturing and a decrease in job creation for lower-skilled workers. 

March 19th, 2014

Reston Connection, “A Tribute to Bob Simon”
Part of The Wise Investor Group’s mission is to give back to the community. In the Reston Connection’s cover article, Vice President and Financial Planner Ann Summerson is highlighted for her involvement with the Reston Symphony Orchestra.  

March 4th, 2014

WJLA NewsChannel 8, “Smart Spending for Your Tax Refund”
Many Americans see a tax refund as an opportunity to buy the latest gadget or a down payment for their next vacation. Greg Smith appeared on NewsChannel 8 to discuss smarter ways to spend your tax refund.

"I would like to talk to
The Wise Investor Group"

Get the help you need to build your wealth management strategy

Talk to a Financial Advisor


Connect with us:

Get The Wise Investor Show and 
The Midweek Update on your

Sign Up for Our Insight
Download iPhone app
Download Android app
Visit Our Mobile Website
  Find us on iTunes
Follow us on Twitter
Request an Appointment


© The Wise Investor Group
One Freedom Square, 10th Floor, 11951 Freedom Drive
Reston, VA 20190
(866) 758-9473

© Robert W. Baird & Co. Incorporated.

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.