facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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.

%POST_TITLE% Thumbnail

Know When to Fold ’Em

Simon comments on the healthy percentage of investors who, according to recent data, sold all their stock at the lows in March. While such sweeping sell decisions rarely make sense, he offers some reasons when selling is rational at both the portfolio and individual security level.

Read More
%POST_TITLE% Thumbnail

The Stock Market is Not a Barometer

Volatility is picking up in the markets again, just in time for summer. The recovery from the spring lows may have been overdone but there are reasons the selloffs are so sharp, and they're not ones to be afraid of. This week we talk about how to buy into them and a few ideas that may be worth using.

Read More
%POST_TITLE% Thumbnail

You Don't Have to Stick the Landing

Simon puts the tremendous market swings to numbers and explains how timing the trough is not necessary for long-term success. Simple strategies such as buying and holding or dollar cost averaging often outperform frequent trading. Simon also makes the case for Aptiv (APTV) and Constellation Brands (STZ) in this environment.

Read More
%POST_TITLE% Thumbnail

This Market Is a Race Car

Managing speed in a car is similar to managing a roaring stock market. Today we talk about how that's done and the perspective required to reconcile what the market's done with a huge rally off March lows and the expectations for the economy.

Read More