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.
Our colleague Richard Braun, Financial Planner at Baird, discusses the costs and benefits of Medicare plans, as well as how to enroll. You will also learn more about how you can get the most out of your coverage and which choices make financial sense for you.
Today we go through the drill, we have a bundle of good and bad news to share. Most of it is unknowable but we prepare and most importantly, we prepare to not panic! How do you turn volatility into profits instead of being its victim? We drill and prepare.
The dollars are adding up fast. So here are some tips for pruning the subscriptions you no longer use.
Chase and Simon discuss the landscape and how opportunities for growth are still present, but more diversification away from what has worked so well the past few years may be necessary.
Forbes’ annual Best-In-State Wealth Advisors list has once again recognized advisors with The Wise Investor Group. Greg Smith, Simon Hamilton and Chris Aime were ranked in the elite group of top advisors across the country for their experience, quality advice and trusted client relationships.
Washington, DC, is home to some wonderfully talented and smart entrepreneurs and business leaders, who are moving their industries and this region forward. Simon Hamilton was recently featured as one of those leaders.
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.
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.
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.
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.
