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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.

Matt Barthel: Gatekeeper of Barron’s Advisor Rankings Thumbnail

Matt Barthel: Gatekeeper of Barron’s Advisor Rankings

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.

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Two Wrongs Make a Right Thumbnail

Two Wrongs Make a Right

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.

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How Often Should I

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.

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