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.

What Are Legitimate Reasons to Sell?

October 19, 2020 Market Insights

Simon discusses how panic selling and never selling clearly are not good investment strategies, but there are legitimate reasons to sell.

Reimagining Gifting

October 14, 2020 Market Insights

Financial Planner Matt Anderson looks at gifting through a little different lens. He presents some ideas to gift in the most tax-efficient way to children/grandchildren.

Here's What's Going to Happen With the Election

October 11, 2020 Market Insights

We're in the final weeks before election day, with millions of votes already cast and many investors worried about what the markets will do.

Insufficient vs Inefficient: How Much Cash You Really Should Have on Hand

October 7, 2020 Market Insights

Not having enough cash on hand can prove costly too and force you to have to sell at inopportune times. How much cash do you need to have on hand to make sure your portfolio is running smoothly and efficiently while allowing you to sleep at night?

Keep Calm and Carry On

October 5, 2020 Market Insights

Simon encourages investors to not be as chaotic as the world around them. He makes the case that the earnings outlook for S&P 500 companies may not be anywhere near as bad as some might think in a Democratic sweep scenario.

Should We Fear Government Debt?

September 30, 2020 Market Insights

Simon examines the historical performance of stocks during periods of high government debt levels. He encourages investors to think of any potential risks over decades, not as reasons to anticipate sudden market crashes.

With Free Trading...You Get What You Pay For

September 29, 2020 Market Insights

Surprisingly, the discount brokerage quartet of Charles Schwab, E-Trade, Interactive Brokers, and TD Ameritrade increased their trading revenues by nearly 30% from 2Q2019 to 2Q2020 after offering free trades. How? From the hidden costs of free trading.

When Cash Is Not King

September 27, 2020 Market Insights

Financial Planner, Matt Anderson speaks to those investors currently stuck in cash and not knowing what to do.

Next Summer, the Consumer Is on the Beach

September 23, 2020 Market Insights

Corporate results and economic data is showing the resiliency of the consumer. Volatility is for the near term, but if we picture the consumer next summer, it's of them back on the beach.

What is on Everyone’s Minds

September 20, 2020 Market Insights

Simon shares some of the most common questions he is receiving from investors. He talks about the historical performance of stocks during Democratic and Republican administrations, what the market is currently telling us and how investors should not conflate political leanings with investment positioning.