The Wise Investor Show

On this week’s show, The Wise Investor Group discussed potential hedges in your portfolio: diversification, owning cash and bonds in addition to stocks, possible inclusion of gold or precious metals. They also talked about a hedge against a downdraft in your credit score due to the Equifax hack and what they feel is the best hedge of all: TIME. 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 be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed how investors may be concluding that investing is easy – given the strong post-financial crisis gains and low volatility in the recent months. They also walked through conditions "on the ground" over each of the past eight years to show that not only was there plenty of turbulence, but common wisdom was often wrong and steered undisciplined investors in the wrong direction. Additionally, they talked about how Health Savings Accounts work and how workers should be taking advantage of them. 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 hurricane clouds continue to brew and impact the economy. They also talked about Oracle's cloud operations taking form and possible concern about JNJ’s high profile upgrade. 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 we should think about risk. Investment risk should be a function of price versus fundamentals and, as it relates to our personal situations, should be calibrated to specific, customized goals. 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.

Chase discusses ways to protect yourself after the Equifax data breach. He takes a look at the effects of the natural disasters on the economy and earnings. Additionally, Chase reviews the rate wars in the telecom sectors.

On this week’s show, The Wise Investor Group discussed how we have to be careful not to buy into sensationalist headlines, especially when we're emotionally vulnerable. They also talked about the folly of forecasting and reviewed some simple truths about investing of which we constantly need to remind ourselves.

On this week’s show, The Wise Investor Group talked about how, while no one can consistently forecast economic and market downturns, there are indicators to watch. They also discussed how one can be prepared through diversification in terms of risk vs. risk-off and within the "risk" allocation of a portfolio. 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 big picture of financial planning using the analogy of a house. The foundation is first, where the risks to the plan are discussed and insured against-death, disability, long term care, and casualty/liability-in order to protect wealth. After the foundation is secured, you can focus on wealth accumulation and the meat of planning objectives like retirement planning, education planning, investment planning and home ownership. The last stage of financial planning is wealth distribution; focusing on gifting, charitable giving and estate planning. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Ann Summerson and 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 shared some thoughts on the impact of Amazon's takeover of Whole Foods on grocery stocks. They also discussed the Canadian housing market and the threat it might eventually present to bank stocks there. 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 identified some common mistakes they’ve seen made repeatedly over the years that almost always lead to underperformance. They also talked about how the intermediate-term outlook for stocks looks favorable, but short-term risks have risen. Additionally, they provided some things to think about if we do get turbulence. 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 the earnings results from the US markets and also reflected on an article which discusses total global stock earnings. Is there a lot of leverage in the system? Yes and no. 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 some of the ways you can get money into Tax-Free Roth IRAs: 1) Roth IRA Contributions 2) Roth 401(k) Contributions 3) Nondeductible Traditional IRA contributions, and subsequent Roth IRA Conversions 4) HEART Act of 2008 Roth IRA contributions, may they never be called upon for you 5) Voluntary/Supplemental Plan contributions and subsequent rolling out the basis to your Roth IRA 6) Large Voluntary Supplemental Contribution and tax-free conversion before retirement for CSRS employees 7) Strategic Roth IRA Conversions during temporary, low income tax rate years 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 be happy to help you plan your investment goals.

On this week’s show, The Wise Investor Group discussed the current lay of the land. Earnings have been strong, but many stocks have stalled - an indication that the market is pricey and one should maintain discipline. They also offered some thoughts on industries that may compete well with Amazon or, in some cases, operate beyond its tentacles. 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 current backdrop and how market strength has had more to do with improving fundamentals than expectations for government policy. They also cautioned against losing focus and chasing future results already embedded in current prices. Lastly, they touched on the active vs. passive management debate and offered some things to keep in mind if you've chosen the latter route. 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 pension vs. lump sum decision making process which includes: 1. Calculation of the Internal Rate of Return 2. Understanding life expectancy and survival probabilities 3. Consistency of pension vs. portfolio fluctuations 4. Lump sum investment considerations such as asset allocation and risk tolerance 5. Other planning considerations 6. Pension default Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matthew 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 reviewed recent leading economic indicators and the effects of the weakening dollar. Additionally, they provided an update on the energy sector and the earnings from Chevron Corporation (CVX) and Exxon Mobil (XOM). 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 the third quarter results from Apple and looks at their results across their product release cycle. Additionally, they take a look at earnings from Hanes Brands. 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, while current conditions are favorable, some of what we're seeing reminds us of previous market peaks. They suggest that we must be careful not to think that current market trends, including the dominance of a select few technology stocks, will last forever. 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 referenced two articles, one that detailed seven questions to ask before investing into an IPO and one that discussed the risk-reward proposition for commodities over the long-haul. Additionally, they suggested that Investors should be cautious and ask the right questions when considering either for their portfolios. 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 why investors should be prepared mentally for more volatility and also looking for value from a portfolio perspective. Additionally, they talked about fixed income and how simple solutions, like bond laddering, are often more effective than complex ones. 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.