The Wise Investor Show

On this week’s show, The Wise Investor Group reviewed the earnings of Johnson & Johnson (JNJ), expectations for Verizon (VZ), and also discussed the long term trends in passive investing. 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 first 5 things to do before you retire. We advise you to prepare for the following: 1) Know what it is you're retiring to 2) Know your natural rhythm and pace of spending 2a) Know if there's going to be extra cost of activities beyond what you're doing while you're working 3) Make sure you have the right amount of cash to be able to pay the bills and invest the rest for long term 4) Have your portfolio of insurance positioned correctly to offset your risks 5) Be open to strategies that might open up for you due to temporary dislocations in your personal tax rates 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 expectations for this earnings season. Additionally, they reviewed the results announced for Pepsi and the downfall of Abercrombie's merger plans. 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 revisited most of the central questions that were asked at the beginning of the year. Additionally, they briefly talked about Cisco Systems and Gilead Sciences Company. 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 things to consider when thinking about moving in retirement. Also, talked about the benefits of senior move managers, estate sale companies, in home care companies and daily money managers and how they can help the transition. 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 the expectations for earnings season. Also, took a look at the results of the Fed's bank stress tests. 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 talked about considerations that will shape your decision-making: how you think about the taxes you pay on the amount of money you convert will likely shape whether or not you convert Traditional IRA money to the Roth IRA. Do you approach taxes from the Marginal (last dollar) standpoint, or Effective (average tax rate)? Which percentage is more salient to you? It matters! 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 discussed how Fed policy could be a much bigger factor in the second half of the year. Their tightening comes at a time when it may not be warranted. That conflict could inform stock and bond movement sooner than later. Also, talked about the rationale for investing overseas and the Financials. Made the case for Citigroup and also relayed encouraging quarterly results from Oracle and FedEx. 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 potential impacts of Amazon's proposed acquisition of Whole Foods. Talked about the benefits to Amazon itself as well as broader impacts on the grocery space and related industries. Also, talked about a few things that the market doesn't care about. Too many investors get caught up in mental exercises that the stock market doesn't consider important. 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 five most popular questions about financial 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 discussed the improved estimates for the healthcare sector. Are they reasonable and sustainable? Also, introduced a new name they discovered at a recent conference. 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 strong outperformance of growth over value so far in 2017. Mentioned the factors driving as well as why it's unlikely to be sustainable long-term given historical valuation and investor interest extremes. Also, the perils of investing in some companies that are too leveraged to a single customer. 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 the Fed has been out of mind for most investors recently. That may change soon as they'll be challenged with the decision to raise rates in a slowing economic environment with few signs of inflation. Also provided some updates on GILD and GE. 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 leading economic data and then a few companies to have researched and ready to buy should we get the opportunity. 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 growth is trouncing value this year - a reversal from last year. Much has to do with the slowdown in the economy that favors a narrow focus on growth stocks. Value may lie in sectors like the Financials in addition to the overseas markets. Also updated outlooks for DPS and ANF. 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 two seemingly paradoxical lines of current investor thinking: that passive index investing is the path to riches and that the market is expensive so maybe it's time to go to cash. Also, shared some quotes from the Berkshire Hathaway annual meeting and their relevance. 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 factors that could make retirement planning too conservative. 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.

There is a lot of uncertainty around planning out someone's future, but you don't need a crystal ball for everything. You don't have to be the NFL Swami, Carnac the Magnificent, the Amazing Kreskin, or the next Nostradamus to know a lot about your financial plan, even though you're forced to make decisions in the present. You can know with much predictability, for example, how often and when you'll rebalance your portfolio or when and why you'll be applying for Social Security benefits. 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 complex and opaque investments/approaches for various reasons are often considered superior to simpler solutions by many investors. The reality is sophisticated products can come with high fees, low liquidity and a lack of clarity on how they'll actually perform in different environments. Sometimes the best approach is the simple one. 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 near the end of first quarter earnings season and the market has delivered results ahead of expectations. What does this mean and should we worry? What are the right moves and how to avoid pitfalls? Also, a look at Amazon.com & Cisco, as well as value in foreign markets. 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.