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.

The World Beyond Large Cap Technology

August 14, 2020 Market Insights

Simon looks at several asset classes that are not getting as much attention with the Tech behemoths so dominant in the headlines.

The Rich Get Richer

August 10, 2020 Market Insights

Simon examines the continued concentration of performance in a handful of (commonly considered) Technology behemoths.

Fundamentals Taking a Backseat

August 3, 2020 Market Insights

Simon discusses how broad narratives are currently much more impactful on stock prices than fundamentals. He highlights the chasing of growth at any price, the weakening U.S. dollar, and pre-election positioning as themes to watch.

Is the 60/40 Model Dead?

July 29, 2020 Market Insights

For decades, a straight-forward portfolio allocation of 60% stocks and 40% bonds has been incredibly successful from both a return and risk management perspective. Simon looks at the same model in light of today's all-time lows in bond yields and stretched stock valuations to see if it is still likely to work.

Financial Advertising Increasing as Financial Literacy Declines

July 28, 2020 Market Insights

Companies spend more than $14 billion in financial services advertising each year. While the avalanche of financial content may raise awareness of products and services, there is little evidence it truly helps to increase financial literacy or improve individual outcomes.

There’s Rarely a Time for Market Timing

July 26, 2020 Market Insights

Every investor has likely dreamed of being a successful market timer. Unfortunately, not only is such timing very difficult to execute, but it is rarely a repeatable process.

Managing Portfolio Risks in a Volatile Market

July 25, 2020 Market Insights

With the recent market volatility, the average investor may feel paralyzed when it comes to their portfolio. A common question many advisors hear from their clients is “what should we do now?”

A Turning Point for Sustainable Investing?

July 24, 2020 Market Insights

The crisis has exposed unsustainable practices and caused us to question the resilience of our markets. This widespread reassessment of the way we live our lives will undoubtedly have implications for the way we invest.

Unstable Times Call for a Higher Quality Investment Experience

July 23, 2020 Recognition

Unstable times call for a higher quality investment experience. Speak to one of our advisors today to experience the best. Give us a call and find out why so many publications have listed us among the top financial service providers of 2020.

Every Investor Has a Fear of Missing Out

July 15, 2020 Market Insights

More money comes into the markets, as investors confront their fears of missing out. However, we're also getting encouraging signs from science and the banks. Pay your taxes today and invest for tomorrow (or next year's earnings).