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.

When Renting a Home Beats Buying One

January 14, 2020 Market Insights

Renting in retirement can provide the flexibility needed for older adults. By selling your property, you gain liquid assets and a source of income that you didn’t have before.

Half of Millennials Missed Out on a Record Year

January 9, 2020 Market Insights

According to the Los Angeles Times, in the last two years, an average of 49% of millennials (ages 23 to 38) held stock directly or through mutual funds, exchange-traded funds or retirement plans such as 401(k)s at any given time.

Is Retirement Now More "SECURE"?

January 6, 2020 Market Insights

While the SECURE Act is a comprehensive bill, we wanted to provide a high-level overview of some areas that we view as the most impactful components of the new legislation.

Majority of Americans Considering Resolutions to Improve Their Financial Situation

January 2, 2020 Market Insights

A recent survey from Fidelity Investments found that 67% of Americans are considering a New Year's resolution that relates to their finances. The most important factor for those who achieved their financial resolutions in 2019; set clear and specific goals.

A Value Investing Heretic

December 30, 2019 Market Insights

For this show, we thought we would be a bit provocative and focus on the bear case for Berkshire Hathaway. What would be the rationale for a value investor to sell?

FINRA National Financial Capability Study Shows Investor Knowledge is Low

December 13, 2019 Market Insights

A recent report by the FINRA Investor Education Foundation reveals that many U.S. investors are overconfident in their financial knowledge.

Thinking About Lending Your Child Money to Buy a Home?

December 13, 2019 Market Insights

Providing a financial loan for a child to buy a house can create complexities in family dynamics. If you are looking for ways to extend a helping hand and get your children into their first home, David shares where to start.

Optimists Aren't Just Naive

December 8, 2019 Market Insights

Simon discusses how an optimistic take is often considered superficial or naive, whereas critics come off as deep thinkers. This is certainly not apt and he provides a "laundry list" of reasons to feel good about the equity markets in 2020.

2019 Year-End Tax and Financial Planning Checklist

December 5, 2019 Market Insights

With the New Year fast approaching, the opportunity to optimize your 2019 finances ahead of next year’s tax filing is upon us. Here are six areas where thoughtful tax, investment, and financial planning can minimize what you’ll owe Uncle Sam in 2020.

Duck and Cover - It's a Cold Trade War

December 4, 2019 Market Insights

The economy looks good, the trade war with China is having a minor measurable impact, the market's at an all time high, why's everyone so nervous? Like the Cold War's mutually assured destruction, the trade war is keeping us stable yet uneasy. More of the same is expected so this is what you should buy today.