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.

How Much Can You Really Afford In Your Next Home Purchase

March 25, 2020 Market Insights

David reviews the latest economic news after the historic market bounce and stimulus package. Also, he discusses points to consider when looking for that next house.

Things We Still Know in Uncertain Times

March 20, 2020 Market Insights

Simon discusses how, despite the uncertainty and unprecedented nature of a simultaneous health and financial crisis, there are certain aspects of investor behavior that are timeless.

Should You Join the Rush and Refinance Your Mortgage Now?

March 19, 2020 Market Insights

Homeowners across the country are refinancing their homes amid the global coronavirus pandemic. With the 10-year Treasury falling below 1 percent, refinancing can potentially save homeowners thousands of dollars a year in interest. In The Washington Post, financial planner Matt Anderson explains what you need to know before refinancing.

Some Things That Will Always Be True

March 18, 2020 Market Insights

Simon discusses investor behavior and some things that will always be true such as the value of financial advisors, the difficulty of market timing and the challenges associated with being "all in" or "all-out".

Mixed Metaphors - Time to Buy a Little

March 11, 2020 Market Insights

Most people think this pandemic gets worse before it gets better, you're not alone. The market is working to price that in, however, it's also at the whim of other effects besides investor decisions. Today we look at what's really moving prices, why some securities are caught up in someone else's fight, and what to nibble at right now.

Patience Is a Virtue

March 9, 2020 Market Insights

Simon discussed things that will not help during a correction such as headlines, what your neighbor is doing, monitoring valuations, etc. He stresses that the big advantage individual investors have is patience and that it makes sense to sit on dry powder right now.

Once in a Lifetime Opportunity to Refinance, but Should You Do It?

March 4, 2020 Market Insights

Financial Planner Matt Anderson takes you through the mortgage refinance decision where he helps you understand the breakeven point--the point at which your refinance starts saving you money.

Coronavirus Fears, Extreme Volatility…Where Do We Go From Here?

March 2, 2020 Market Insights

Financial Planner Greg Smith brings on Portfolio Manager Chase Hinderstein for an interview to dissect last week's market volatility and how to invest going forward. Greg also brings in other experts' opinions to help you formulate your own investment thesis.

Everyone Has a Plan Until They Get Punched in the Mouth

February 27, 2020 Market Insights

Bullish long term investors suddenly started to question their allocations this week, because although we talk about risk all the time, we make allocations based on long term financial goals, when the market drops 1800 pts in two days, the plans are forgotten.

What Does the Weight of the Evidence Suggest Now?

February 24, 2020 Market Insights

Simon examines how the weight of the evidence suggests investors should still be optimistic about the stock market and helps to explain current market strength even in the face of discouraging headlines.