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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.

Fundamentals Taking a Backseat Thumbnail

Fundamentals Taking a Backseat

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.

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Is the 60/40 Model Dead? Thumbnail

Is the 60/40 Model Dead?

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.

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