The Wise Investor Show

On this week’s show, The Wise Investor Group talked about what Bitcoin is and whether it should be considered a currency or asset. With Bitcoin mania proliferating, it's important to separate out long-term potential from short-term speculation. They also discussed how difficult it is to value or model for and how the technology is promising, but the investment solution may not be. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed the historical inaccuracy of predictions and how the analysis is typically more valuable than actual concrete expectations. They also discussed how what is perceived as "certain" today can easily morph and lead to a more volatile environment. Additionally, they identified some characteristics of Emerging Market investing that must be considered before leaping in at this point. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed the expectations for the markets and the economy in 2018 and also what that means for your portfolio into 2019. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed how the approach you take to the markets should be a conscious one. Blind passivity or caution are not strategies unto themselves; although they may be part of a conscious and deliberate plan. Additionally, they talked about how it's best not to mix politics with investing and also made the case for Celanese as an industrial stock to watch. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group took a quick look at the estimated increase in earnings for the S&P 500 (based on the current tax cut proposal), Spirit Aerosystems, Borg Warner, and also a search for decent sweet potato pie. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discusses how the economy continues to improve and drive earnings higher despite the market prices. Additionally, they review the results from some of our names, the debacle with both General Electric and AT&T, and also a new name to think about. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group reviewed Required Minimum Distributions (RMDs) from retirement accounts: what they are, when do they start, how are they calculated and also what happens when the retirement account owner dies. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed questions to ask if one is contemplating a major stock sale and how even the most conservative of investors could stand to benefit from some stock exposure. Additionally, they talked about how Morningstar rankings need to be taken with a grain of salt as should all backward-looking analyses. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group shares insights into the differences between having an estate plan and engaging in estate planning. Estate planning requires ongoing monitoring and amending, as your family composition, liquidity, assets, and relationships change over time. The following are several ways to make sure your estate plan is current and up to date: 1) Generate Legal Documents using online tools -- if you like giving yourself root canals and risking family relationships 2) JAG office legal assistance if you are Military or Military Dependent 3) LinkedIn contacts - see who you know in common and learn a lot about them before actually meeting them 4) Ask a friend or neighbor who they use 5) Ask a Professional you work with (CPA, Financial Advisor, other attorney) for recommendation Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd

On this week’s show, The Wise Investor Group discussed how we should think about where bubbles actually lie and also place more stock in what is probable than not - too many make "Black Swans" their base case. They also discussed the risk of concentrated stock positions and provided post-earnings release updates on ABB, ABBV and ORAN. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group reviews the prospects for CVS in light of their attempt at buying Aetna and also why it's not enough to overcome their long term problems. Additionally, they take a look at Tesla and the wave of competition coming at them. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group took another look at why General Electric (GE) should continue to head even lower. They also did a quick review of the energy sector, oil and gas prices, and earnings results from both Chevron and Exxon. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed Dalbar's latest findings that continued to show how individual investors materially underperform the long-term track record of the investments themselves. They also talked about the dangers of human emotions and how we all must look in the mirror to properly address then fight destructive instincts. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed some things to contemplate and steps to take in portfolio management. Additionally, they provided a number of company specific updates on our Financial holdings (C and WFC), Healthcare (JNJ, MRK and ABBV) as well as NLSN. They also discussed why they added to ABB this week. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed the situation that led to the Black Monday crash of 1987 and what's similar and different today. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed how fundamentals are good, but everyone knows it and we must be careful with the bar set high. They also discussed how talk of a bond bubble may be apt, but may misrepresent what actual losses could be versus what we expect from stock crashes. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed how to build and maintain a good credit profile while staying on track financially - includes information about credit bureaus, credit reporting and how to protect your credit history. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed how sensationalist headlines and natural emotions can cause us to swing to investment extremes. In today's environment, there are reasons for optimism, while we must keep this optimism in check with high valuations. Staying grounded and prepared for all contingencies is the most successful strategy. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group reviewed various national trends and requirements for electric and hybrid vehicles, as well as what companies may benefit from these moves. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed the earnings expectations as the quarter ends and expectations for disruptions from the hurricanes. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.