The Wise Investor Show

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 93:13:30
  • More information

Informações:

Synopsis

In addition to providing perspective on today’s economy, The Wise Investor Show Midweek Update delves into the topics that matter most to achieving long-term financial security. With a deep commitment to value investing, The Wise Investor Group provides the tools listeners need to become better investors, including an understanding of the way the markets move and the ability to analyze stocks and bonds. The hosts straight-talking, common sense approach comes from over 20 years’ experience advising clients in the conservative, long-term growth of their assets. The Wise Investor Group are part of Robert W. Baird & Co. Member SIPC.

Episodes

  • Will the Galaxy Note Ignite Apples Earnings?

    12/10/2016

    On this week’s show, The Wise Investor Group discussed the impact that Samsung’s misfortune will have on Apple's future earnings. Additionally, they talked about Time Warner (TWX) Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. We manage investments for our clients. We'd be happy to help you plan your investment goals. To reach Eric Wightman, call 571-203-1600.

  • 5 Traits of the World’s Greatest Investors

    10/10/2016

    On this week’s show, The Wise Investor Group discussed five traits of the greatest investors. Additionally, they discussed Target (TGT), Time Warner (TWX), AT& T (T), PepsiCo (PEP), Walmart (WMT), Time Inc. (TIME) Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. We manage investments for our clients. We'd be happy to help you plan your investment goals. To reach Eric Wightman, call 571-203-1600.

  • Required Minimum Distributions

    05/10/2016

    Default Description for Episode

  • Reasons Why You Should Have a Financial Advisor

    03/10/2016

    On this week’s show, The Wise Investor Group discussed the multiple reasons why one should have a financial advisor. More specifically, in light of new regulations, why one should have a good advisor acting in clients' best interests. Additionally, they discussed some fixed income ideas including senior loans and both floating and fixed-to-floating preferreds. Talked about REITs as an overvalued industry group and biotechs as attractively priced. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Was Holding off the Right Thing to do or Should the FED have Raised Rates?

    28/09/2016

    On this week's show, The Wise Investor Group discussed how there's been a lot of talk over the last week about the FED not raising interest rates. Was holding off the right thing to do or should they have raised rates to start us down the path to normalization? Additionally, they discussed three stocks that look like interesting values: FedEx, Target, Time Warner. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Better to Focus on Fundamentals and Valuations

    26/09/2016

    On this week’s show, The Wise Investor Group discussed how inaccurate most economic forecasting is and, even if it's reliable, the correlation between the economy and market performance is shaky at best. Additionally, they discussed several brutal truths about investing in retirement and how one needs to engage in customized financial planning to be successful. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Why the FED Should Raise Today

    21/09/2016

    On this week's show, The Wise Investor Group discussed why the FED should raise today along with three of portfolio stocks in the news. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Where the Value Lies Evolves

    19/09/2016

    On this week’s show, The Wise Investor Group briefly discussed current market conditions and how an uptick in volatility was easily anticipated. Additionally, they discussed some historical precedent with respect to market performance and election outcomes. Updated recent news flow from Apple and Wells Fargo - reviewed the good, the bad and the ugly. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Don't Succumb to These Portfolio Manager Sins!

    14/09/2016

    On this week’s show, The Wise Investor Group discussed seven portfolio manager sins that can lead to this permanent loss and should be paid attention to by individual investors. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Finding Value in the Transports and Consumer Finance

    12/09/2016

    On this week’s show, The Wise Investor Group discussed the transport stocks and the financials. Additionally, they discussed that valuations are high but not as high as they’ve been in the past and if you ever see higher interest rates, then the multiples are going to contract. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Who's On Your Lineup to Step Into Your Shoes?

    07/09/2016

    On this week’s show, The Wise Investor Group discussed the importance of naming several successor trustees, having a deep bench, and of naming a professional trust company as a backstop in the event that you are looking VERY long term with your trust accounts. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • It's Time to Be Cautious Not Pessimistic

    06/09/2016

    On this week’s show, The Wise Investor Group discussed the case for caution given anxiety surrounding potential Fed action, overly bullish sentiment, and waning share buybacks. Additionally, they discussed how Consumer Discretionary stocks are looking interesting based on strong fundamental underpinnings and reasonable valuations. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • The Importance of Taking Your PTO

    31/08/2016

    On this week’s show, The Wise Investor Group discussed the reasons why people say they don't use their vacation time, and covered the reasons why you really should be using your Paid Time Off (PTO) Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Plato the Value Investor

    29/08/2016

    On this week's show, The Wise Investor Group discussed the importance of an investment philosophy, the allegory of the cave as it relates to Wall St research, and intelligence versus wisdom. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Look in the Mirror: 6 Common Investor Misperceptions

    29/08/2016

    On this week’s show, The Wise Investor Group discussed 6 common investor misperceptions or unfortunate aspects of human behavior that can lead to suboptimal returns. Additionally, they discussed FDX and DFS. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Media Companies Are Getting It!

    24/08/2016

    On this week's show, The Wise Investor Group discussed DIS,TWX and to a lesser extent, SSP, and how they're evolving with their digital and internet streaming platforms. Additionally, they discussed the current lay of the land and how the markets may have corrected in time more so than price. Also,talked about some big investing lessons learned over the years and, in particular, highlighted how it pays to keep things simple. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Feeling like it's the '90's

    17/08/2016

    On this week's Wise Investor Midweek Podcast: We are stuck in the uncomfortable position that's very reminiscent of the late 90's when stock continue to climb well beyond what the fundamentals warrant. What does a value investor do?

  • Earnings Review of Our Top Names.

    15/08/2016

    On this week’s show, The Wise Investor Group discuss the second quarter earnings and the results from their top 10 holdings. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Market Pundits are wrong, always

    10/08/2016

    The Wise Investor Group discuss wild predictions by notable market pundits and their history of being incorrect. Additionally, they review the earnings announcements from Hanesbrands and Disney. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

  • Robo is a "No Go"

    08/08/2016

    On this week’s show, The Wise Investor Group talked about how roboadvisor programs make sense for some investors that won't get attention due to their portfolio asset size. But, wealthier clients need more steering, attention and nuanced planning to see them through up and down times. Additionally, talked about the current environment including the recent consolidation phase, recent GDP report and oil price conditions. Discussed case for Apple and Wells Fargo. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.

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