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.
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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.
We are excited to announce that Greg Smith and Simon Hamilton have been named to Barron’s 2019 list of Top 1,200 Financial Advisors. This marks the 11th straight year that The Wise Investor Group has been represented on the list!
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.
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.
We are excited to announce that three of our advisors have been named to Forbes' Best-In-State Wealth Advisors List. Managing Directors Simon Hamilton, Greg Smith and Chris Aime were recognized as top advisors in Virginia.
As the old saying goes, stock markets tend to “go up a staircase, down an elevator.” After almost six months of back and forth trading, U.S. stocks finally eclipsed their all-time highs, set back in January, only to be summarily pummeled during the fourth quarter to post their worst yearly performance since the Financial Crisis.
We are proud to inform you that Simon Hamilton and Greg Smith CFP®, were recognized on Forbes’ 2018 Top Wealth Advisors list, putting them in an elite group of the top advisors in the nation.
We all know what back to school means for parents of grade school children – buying new supplies, adjusting schedules and making sure your kids are prepared for success. Fall is the perfect time for employees to take stock and make sure they are set up for success as well.
There is a common misconception that millennials don’t save and instead spend a lot of their hard-earned cash on things like Starbucks or avocado toast. But in reality, millennials, who were raised in part during the Great Recession, are financially conservative. I have found that millennials do in fact save, but they don’t always use the best vehicle for savings.
