The Wise Investor Show

Simon examines what has changed and has not amid the significant pick up in market volatility. He discusses the outlook for the U.S. consumer, interest rates, the yield curve, valuations and earnings expectations. Simon also talks about how important dividends are in a low yield environment. He also updates the case for adding to AMZN and DIS.

1) Diversify your investment holdings 2) Have enough cash 3) Diversify your accounts across tax-treatments 4) Know WHY you're investing the way you're investing 5) Rebalance Regularly 6) Think Long Term 7) Delegate 8) Talk to specialists 9) Have the right insurance policies to address the right risks 10)Know where and WHY you're saving to or pulling from 11)Look for ways to get money into tax-free accounts 12)Readjust and update regularly

Ann and Matt discuss some items to check in on around the mid year point. Topics include: Retirement contributions, Roth and After Tax 401k Contributions, Portfolio Re-balancing, Tax Withholding and Quarterly Estimated Tax Payments, Health Plan Deductible, HSAs and FSAs, Credit Reports, Debt Reduction and Mortgage Refinancing, Budget, RMDs and QCDs. They also discuss the potential enactment of the SECURE Act and the TSP Modernization Act.

Simon discusses the escalation in the trade war with China and highlights five concerns to watch. It is too early to buy into recession calls but risks have risen. He also reviews the case for FDX and BWA and how they are sensible additions at current market prices for patient, long-term investors.

No, it's not 1967, but it is the Summer of Love in the stock Market. Simon discusses how, despite a multitude of global economic concerrns, the market continues to be buoyed by low interest rates and good enough earnings reports. He comments on the Fed's recent rate cut and what precedent has to say. He frames the larger macro-picture and cautions against being too tethered to the current momentum investments. Simon also highlights the recent quarterly reports from AMZN, AAPL, GOOGL and SPR.

Simon highlights some common investor mistakes that even the most educated make frequently. He also provides some background on how markets have responded to rate hikes over the past forty years. Simon then highlights the most recent quarters from SBUX and ABBV.

Simon discusses what we have learned so far from second quarter earnings reporting season. Things set up well for a market pause that refreshes rather than a sharp market downdraft. He talks about some of the regulatory and anti-trust scrutiny facing large cap technology stocks and how they might portend a market leadership shift. He then highlights the strong earnings reports from SHW, V and NOC and has a thought or two on how corporate debt is not as burdensome as has been reported.

Its 2nd quarter earnings season and so far the results have been better than expectations, as many American businesses are showing that they can justify the market's rally to new highs. Can it continue? We look at Sherwin Williams and Northrup Grumman, who delivered their results this week.

Simon discusses the market backdrop and how second quarter earnings reports are really the first referendum on the impact of the trade war. He also shares some observations on what has transpired over the ten-year (and counting) bull market and which trends are likely to continue or shift. He updates on the encouraging results from DHR, JPM and C.

Maybe it’s not THE question but it’s a good question all the same! How do you decide what you need to keep and what's ok to shred when it comes to your important documents? Ann discusses things to consider when downsizing.

This week, we look at FedEx and the market for their services, which don't include Amazon. Also, the natural gas market is broken and fixing it could be easy and a big investment win.

David discusses 7 key indicators that reveal the health of the U.S. economy such as trucking volumes, bank lending, capital spending, and unemployment.

This week, we review the results of the first half, where the markets stand now, and take a specific look on how these conditions are effecting the financial sector. Also, how did banks do during the stress test and what are their capital plans for the next year. Then, a deep dive into a big merger between Abbvie and Allergan.

Simon notes how some investors spend more time worrying about mildly impactful issues like individual stock holdings but neglect estate planning mistakes that can have major negative implications. He details some reasons why an estate plan may be out of date and needing of a refresh. He also discusses how financial headlines serve more to distract than educate. He gives a few examples and how little value they provide.

Simon discusses how the "stock market is not the economy and the economy is not the stock market". Investors often miss the mark when they conflate the two. Simon also examines the lost of art of patience from several perspectives and how important it is to achieve gains over the long haul. He updates the latest from ABBV, BWA and FDX.

David gets into the things to consider when contemplating a home renovation as well as an update on what the group is looking at from an economic perspective.

Matt delves into the essay "The Way to Wealth" by Benjamin Franklin to see what pearls of wisdom can be learned to help us in our wealth building endeavors. Matt draws 8 Wealth Lessons from the text: 1) Stop making excuses 2) Time is money 3) Don't procrastinate on making a change 4) wealth building requires deep motivation 5) Wealth building requires discipline and patience 6) You are the captain of your own ship and you need a plan to chart your course. 7) Pay yourself first and make savings a priority over spending 8) The little things count--remove frivolous spending from your life.

Simon discusses how this decade-long bull market has given rise to the narrative that "investing is easy". He notes fund flow data during the recent bout of market volatility and how investing certainly is much more difficult than advertised. He observes how the limited effectiveness of market timing, anchoring to artificial timeframes and benchmarks and dreaming of huge winners can all be injurious to investment success. Simon also reviews the current market backdrop and how risks are elevated with more questions than answers. He makes the case for JPM and C as standout values and what to think about the recent rise in anti-trust scrutiny of the technology behemoths.

In the film, My Cousin Vinny, Joe Pesci's character talks about if you look at evidence from only the right angles, then it looks pretty solid. Well, as a stock analyst, he might by a bit bearish, but the rest of the market analysts are looking at what may continue to drive us forward. So, this week we also consider the scenario, led by robust earnings growth in 2020, that may continue the bull market for many quarters to come.

Simon discusses how this decade-long bull market has given rise to the narrative that "investing is easy". He notes fund flow data during the recent bout of market volatility and how investing certainly is much more difficult than advertised. He observes how the limited effectiveness of market timing, anchoring to artificial timeframes and benchmarks and dreaming of huge winners can all be injurious to investment success. Simon also reviews the current market backdrop and how risks are elevated with more questions than answers. He makes the case for JPM and C as standout values and what to think about the recent rise in anti-trust scrutiny of the technology behemoths.