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.

Staying Steadfast Amid the Headlines

July 6, 2020 Market Insights

Simon talks about the recent splash of cold water on the "V-shaped" recovery concept, but there are still numerous reasons for optimism amid the rising gloom.

Know When to Fold ’Em

June 30, 2020 Market Insights

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.

Ignore Today’s News, Not Tomorrow's

June 24, 2020 Market Insights

The market goes up and we're given reasons why. Then it turns lower and we're given new reasons. Usually, those stories aren't relevant but there's a big story brewing that may create opportunities.

Why the Recovery May Face-plant in the 3rd Quarter

June 22, 2020 Market Insights

We're getting lots of encouraging economic trends but they're mixed with some steps backward regarding the pandemic. However, it's the end of this bit of stimulus in July that may derail a V-shaped recovery.

The Stock Market is Not a Barometer

June 14, 2020 Market Insights

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.

What to Know Before Deciding on a Continuing Care Center

June 11, 2020 Market Insights

With many people spending well over 20 years in retirement, it's important to start planning early. In The Washington Post, Ann Summerson shares what you need to know about retirement communities to plan ahead now so that you can determine your resources for the style of living you envision.

You Don't Have to Stick the Landing

June 10, 2020 Market Insights

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.

This Market Is a Race Car

June 3, 2020 Market Insights

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.

Ann Summerson Named to Forbes’ Top Women Wealth Advisors

May 26, 2020 Market Insights Recognition

We are pleased to announce that financial planner Ann Summerson has been named to Forbes’ Top Women Wealth Advisors. The list highlights top female advisors across the country who are leading the way in providing a high-quality experience for clients.

Light at the End of the Tunnel

May 20, 2020 Market Insights

A common question today is: why does the market seem so disconnected from the economy? On today's show, we look at why that is, what a timeline and some light at the end of the tunnel means for stocks today.