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Financial Education and Advice

In-depth insight into investment best practices and more.

After tuning in to The Wise Investor Show®, read our latest posts — written by some of the top advisors in the country — where we’ll uncover common investing myths, strategic secrets and the trends worth paying attention to.

Whether you’re just starting to invest or have been generating returns for years, our content is here to connect the dots between our radio show and services so you acquire the skills and knowledge you need to effectively manage your finances.

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Reimagining Gifting

Financial Planner Matt Anderson looks at gifting through a little different lens. He presents some ideas to gift in the most tax-efficient way to children/grandchildren.

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Keep Calm and Carry On

Simon encourages investors to not be as chaotic as the world around them. He makes the case that the earnings outlook for S&P 500 companies may not be anywhere near as bad as some might think in a Democratic sweep scenario.

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Should We Fear Government Debt?

Simon examines the historical performance of stocks during periods of high government debt levels. He encourages investors to think of any potential risks over decades, not as reasons to anticipate sudden market crashes.

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