The Wise Investor Show

On this week’s show, The Wise Investor Group discussed how odd factoids from select periods of history may instill false confidence. Additionally, they talked about the purchase of Apple by Warren Buffett as well as updating results from some holdings, while introducing a new stock to the show. 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 described the current landscape and why we're optimistic yet still exhibiting caution amidst stretched valuations. In particular, made the case for starting valuations being a bigger determinant of market success than presidential policy. Additionally, talked about how to read headlines and some tips on separating out worthless noise from true worth. Also, discussed the case for municipal bonds and some things to keep in mind. 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 a departure from warnings about valuations, looked at reasons to be bullish, even at these levels. 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 an article detailing seven simple things investors don't do. The idea is to control what you can control as that'll ultimately have a great effect on outcomes than the markets or macro backdrop. Additionally, they talked about the current environment and how real fundamentals are trumping rate and political concerns at this point. Offered a few reasons to be cautious as consensus gets more optimistic. 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 is it so important that you have a financial plan? 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. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, financial plan, savings.

On this week’s show, The Wise Investor Group discussed Trump trades, sentiment, the dollar and the difference between caution and market timing. Also, discussed the "good, the bad, and the ugly": earnings reports from AAPL, DIS, HBI and GILD. Additionally, talked in general about the dangers of chasing consensus thinking and, specifically, how consensus is positioned currently. 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 outlook for the bond market and reviews earnings for Disney. 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 outlook for the bond market and reviews earnings for Disney. 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.

Criminals want to access your information to put together the mosaic of your financial life. The more information you put out there, the more opportunities there are for do-badders to do fraudulent actions with your credit and your identity. 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: chaos and instability may act as a tax on U.S. growth by inhibiting decision making. There's a reason emerging markets trade at a discount to more developed ones. Investors have less confidence in their financial institutions and thus pay a lower multiple for growth. Also provided updates on HOG, T and CVX. 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 lines between perception and reality or opinion and facts have always been blurred and are getting cloudier all the time. Whether to consider politics, the economy or the markets there may be a big difference between what to expect and what to get and that difference can lead to losses. Additionally, talked about GILD and updated the outlook for DFS and PG. 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.

Description: On this week’s show, The Wise Investor Group: Chase talks about an appearance by Sir John Templeton on Louis Rukeyser's Wall Street week in 1989, what that teaches us today. Then goes on to review the recent earnings and outlook for Discover Financial, Boeing, & United Technologies 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. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, return, dividend, fixed income, earnings, DFS (Discover Financial Services) , UTX(United Technologies Corporation) , BA (Boeing Co), election

On this week’s show, The Wise Investor Group reviewed outlook for the energy sector in 2017. Additionally, they talked about 2 companies offering value opportunities in the biotech sector. 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.

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On this week’s show: In this era of heightened regulation, it's important to be educated with respect to how much financial management costs as well as the limits of back-tested performance. You have to know the right questions to ask and factors to consider to be a wise consumer. Also touched on the current market backdrop including reasons to think value investing will continue to outperform. Updated on the outlook for the U.S. beverage stocks. 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 value investors approach relative valuations. How a company more expensive than the market can be a value, while others are fooling themselves. 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 market and economic forecasts are generally futile. Better to ask ten questions, the answers to which will present over the coming bonds and be determinant of market outcomes. Additionally, talked about how to think about what a financial advisor charges and the value for the money. 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, NSRGY (Nestle SA)

On this week’s show, The Wise Investor Group discussed things you can still do this year, to affect last year's tax situation: 1) Make IRA contribution for last year 2) Recharacterize your Roth IRA conversion if something unexpected happened last year 3) Make SEP IRA contributions up to tax filing, even including extensions 4)… for more tune in to the Wise Investor Group midweek podcast. 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 Emerging Markets and Europe in a general sense and how political and currency uncertainties are obfuscating value. Risk-reward tradeoff may tilt favorably in 2017. Additionally, reviewed FDX and ORCL quarters and made case for holding and potentially adding. 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 discusses three simple investing rules to remember amidst all the short-term market noise. Additionally, they revisit the buy case for Abercrombie & Fitch (ANF). Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.