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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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Markets Are Never Easy or Certain!

Spring this year brought a lot more than April showers and May flowers! U.S. stocks built on their strong first quarter surge with a very respectable advance in the second quarter. This was no easy task considering the challenging investing environment, outsized market performance contribution from a relatively small stable of growth stocks, and our focus on valuation discipline.

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Why Financial Advisors Should Review Tax Returns

Yearly tax returns can benefit individuals financially, well beyond the refund check they may get in the mail. Tax forms can reveal a lot about someone’s financial situation, which can help structure financial decisions year-round. With the aid of a qualified financial advisor, tax return information can be used as a tool to help increase long-term wealth.

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Financial Factors in Home Renovations

If you’re renovating to upgrade your home, you’ll want to invest in amenities that you can enjoy long-term. If you’re renovating to sell a home or improve an investment property, you’ll want to focus on minimizing costs while increasing value. The expense needs to be balanced against your goals.

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We Respect the Message of the Markets

Not too many expected the worst December for the U.S. stock markets since 1930 to give way to the strongest overall first quarter performance in almost three decades! Corporate fundamentals such as earnings and revenue growth rates inform long-term investment outcomes, but over shorter periods of time, investor sentiment usually determines market direction.

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Don’t Panic: Why You Should Ride Out the Waves of Market Volatility

If you look at the New York Stock Exchange’s advance/decline line between December 2018 and February 2019, you’ll see a dramatic V shape. In periods of volatility like this, it’s a challenge not to react to the short-term market swings and remain true to your long-term investment goals. But if investors want greater returns, risk is a part of the process — the fleas that come with the dog, if you will. Here are some recommendations for riding out the waves of a volatile market.

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