The Wise Investor Show

On this week’s show, The Wise Investor Group discussed how investing in hindsight is useless and that it's easy to be rational and accurate in retrospect. Also, discussed having a game plan ahead of time grounded in conservative assumptions, as well as the short-term climate and dominance of the large, mega cap growth stocks. Have to be careful not to confuse momentum with safety. 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, Chase reviews results from the engineering and construction sector, contrasting the results for both Chicago Bridge & Iron and Fluor Corporation. He also discusses the results from Disney and the rumors of a buyout from Abercrombie & Fitch. WIG Stocks: DIS ; ANF Non-WIG stocks: CBI Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

On this week’s show, The Wise Investor Group discussed how to think about earnings in boom and bust cycles. Earnings have detached from their relationship to GDP and we have to consider both mean reversion and what it means for valuations. Markets can stay cheap or expensive for extended periods of time, but they do inform forward looking returns. Better values may be had outside the U.S., particularly in Emerging Markets. 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 looked at correlation or lack thereof between tax cuts and stock market performance. Also updated on earnings releases from Apple, Hanesbrands and AbbVie. 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 what some companies had paid in taxes and how much a lowered rate would affect their bottom line. 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 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 with enthusiasm for fiscal stimulus waning and a pausing economy earnings growth are of paramount importance. Talked about sectors that look attractive or not vs. current valuations and expectations. Additionally, they talked about the best combination of improving fundamentals and attractive valuations may be found in Emerging Markets. 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 spend your tax refund wisely. Also, with spring comes college acceptances. Now's the time to teach your kids some financial responsibility. 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.

Many of the trends being traded after the election have seen short reversals. Are the trends sustainable? Are valuations realistic? Also what are your rights on an airplane; let’s look at expectations for Harley Davidson, results from Wells Fargo and an update on 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 ways to reduce your taxes. 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 investment and economic climate. It's appropriate to be optimistic while still thinking about the next bear market and how to be positioned ahead of time. Discussed AMZN and how the real risk might be expectations and, ultimately, regulatory attention. Updated on ORCL and FDX. 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 talked about how some management teams deliver value to shareholders and then examples of how some others don't act in the shareholders interest. 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 the current climate and how the Trump trade has ebbed. Additionally, they discussed why bad news attracts so many more headlines than good. Made the case gain for Europe and Emerging Markets based on valuations and improving fundamentals. 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 lessons learned over the ensuing eight years since the financial crisis. (referenced to Morgan Housel). Also discussed the latest quarterly results from ORCL and FDX and why they’re both worth holding if not buying. 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 concepts you should know about Medicare prior to age 65: 1. You'll have choices to make if you're 65 and still working and covered by a health plan at work. 2. You'll want to match your coverage up with your situation 3. Delaying taking Social Security (and thus Medicare) bumps your Social Security by 8% a year. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith and 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 lay of the land and how stocks are not responding well to encouraging news. Additionally, they talked about the headwinds and tailwinds currently affecting small caps. Provided some historical context for their performance vs. large caps. Talked about Apple and their service revenues specifically 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. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, AAPL (Apple Inc.), small cap stocks

On this week’s show, The Wise Investor Group discussed seven common portfolio mistakes or at least examples of faulty logic I've observed during meetings with clients and potential clients. Additionally, talked about the case for investing in Europe is strengthening and we took a new position in the Swiss industrial powerhouse, ABB. 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 delved into safe retirement withdrawal rates with a discussion of the 4% Rule, its history, how safe it is and recent criticism based on current market valuations. Additionally, they discussed the impacts of investment fees, time horizon and asset allocation on the determination of a safe withdrawal rate. 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 takes a deeper look at the positive economic surprises in Europe, the growth that’s appearing, the inflation that's showing up, the opportunities that it may provide, and the risks that could end it all. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstien, 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 reasons to be optimistic while tempering enthusiasm. Additionally, they discussed the Fed, possibility of pro-business policy, valuations and investor sentiment. Also discussed the Snapchat IPO and how it's a case study of what investors should not do. 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 Warren Buffet's annual shareholder letter and how he went after hedge funds. Meanwhile, the low-cost robo-advisers are now offering pricier, "human" solutions. The implication is advice is necessary as long as it's at a reasonable cost. Additionally, they talked about the current backdrop and how risks and rewards are probably now in balance. Discussed rationale behind Target and U.S. Bancorp sells as well as the buy case for Nestle and bonds. 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.