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.

Here Comes the Rotation

November 22, 2020 Market Insights

Simon suggests short-term caution but notes the significant asset class/sector rotation and change in market leadership from the previous stock market peaks in August.

The Most Useless Financial Phrases

November 18, 2020 Market Insights

Simon shares some of the most useless, hackneyed financial phrases and explains how most provide no value to the investor.

A Vaccine for Steep Valuations

November 15, 2020 Market Insights

Chase looks under the hood of the major stock index at more compelling valuations and tries to make sense of the spin the market put on the vaccine news last week.

Tax Strategies for 2020

November 13, 2020 Market Insights

After the CARES Act and the SECURE Act, taxpayers have new tactics to consider this year

Don't Sleep on Open Enrollment

November 11, 2020 Market Insights

While many employees just check the same boxes on the enrollment form each year, there are a few areas worth spending a little time on, especially at a point when COVID-19 has disrupted so many of our lives.

Stocks Like Divided Government

November 9, 2020 Market Insights

Simon discusses how the market voted this week in what was an impressive post-election surge.

A Silver Lining This Holiday Season? 5 Holiday Expenses You Can Kiss Goodbye Due to COVID-19

November 9, 2020 Market Insights

In 2019 the average person planned on spending about $1,047.83 during the holiday season. A silver lining this year? You might spend much less due to COVID-19.

Don't Fear Short-Term Events

October 31, 2020 Market Insights

Simon discusses the current backdrop and encourages investors to not worry too much about events that will run their course in a matter of days or weeks.

Saving, Planning, and Investing for the Next Generation

October 25, 2020 Market Insights

Our next-generation advisor, Nick Sorden, describes ways to break through the emotional barriers to investing and identifies the importance of developing a strategy for your financial future.

Chances Are This Election Has You Worried

October 20, 2020 Market Insights

No matter where you are on the political spectrum, chances are this year has you worried. Remember: we're not investing for November, we're investing for the long-term.