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.
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.
As we wind up 2019 we thought it would be a good time to review some year-end financial planning check list items and strategies.
We have promoted Nick Sorden, a trusted member of our team, to work with the "next generation," the adult children, grandchildren, and other relatives of our clients.
One of our analysts proposed that we run a show on 10 companies to own for the next 10 years, and we think that has some merit. So we started thinking about which companies might be on that list.
Simon discusses how market timing is incredibly difficult to execute successfully. It is just as hard to predict when to sell as it is to know when to reposition.
Few people know more about what makes a great financial advisor than Matt Barthel. As the head of Barron’s advisor-ranking franchise, Barthel is instrumental in identifying the best of the best -- and in helping to promote high standards throughout the industry. Barthel explains exactly how advisors make it onto the lists, what gets some dropped, and how the elite are different.
Tariffs may not have the impact that investors think, and if the relief that resolutions bring is also underappreciated, we have more upside. Tariffs are affecting impressions more than outcomes, and relief may release a lot of capital.
One of the most often questions at the Wise Investor Group is "How often should I..?" Financial Planner Greg Smith seeks to answer some of the most often asked questions as to timing intervals for important facets of your financial life.
According to the American Time Use Survey, people spend about 95 times as much time watching TV (two hours 50 minutes) as they do managing their household finances (less than two minutes).
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, Director and Portfolio Manager David Mount shares where to start.
