The Wise Investor Show

This week, on the Wise Investor Show, we've bounced off the lows of December, right back to the levels that the initial correction formed in October. There's reason for optimism, especially because pessimism is still strong, but there's also a sector that's exposed to higher risk, and it's not being discussed. Found out what it is and why in this episode, plus a review of a stock everyone hates but is turning some heads. 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 discusses how from multiple perspectives the stock selloff late last year has already discounted a fair amount of macroeconomic and corporate earnings slowing. They also share some timeless pearls of wisdom from Jack Bogle, the legendary founder of Vanguard who passed away this week. The Group provides the latest from the Financials, who almost all reported earnings this week as well as updates on T, VZ, NOC, SHW and FDX. 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 the order of Tax-Preferenced Accounts from best to worst for those looking to maximize the benefit of their savings: 1. Triple Tax Free HSAs 2. Double Tax Preferenced Accounts (Traditional 401k, Deferred Compensation plans. and 529 Savings Accounts) 3. Tax Free Roth IRAs (backdoor Roth IRAs for higher net worth) 4. Mega Back Door Roth IRAs 5. Single Tax Deferred Accounts (Annuities, buy and hold growth stocks) 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.

This week on the Wise Investor Show, the group orients listeners by putting last year's selloff as well as the prevailing volatility in general into some historical context . They also discusses asset class performance, sector returns and the sharp valuation contraction and some of what to expect going forward. The Group makes the case for considering the Financials that were one of the worst performing sectors in 2018 as well as secular growers such as DHR, DIS and BKNG 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.

This week on the Wise Investor Show, value investors will feast in 2019, as they're the ones who can look past the headlines and take advantage of volatility and short-term issues to buy great companies at good prices. 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.

This week on the Wise Investor Show, when the market's overly optimistic, value is hard to find. If we can look through today's short term troubles, even discounting worse outcomes, we can see through the cycle and see that today we're better compensated for the risks than in recent years. 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.

This week on the Wise Investor Show, the group discusses how too many investors get caught up in the daily noise of their portfolio performance and market happenings and lose sight of more important big picture estate and planning-related issues. They highlight a client who recently passed away leaving behind a tangled mess for his heirs. They also offer some myths in retirement for retirees and those near retirement to consider. 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.

This week on the Wise Investor Show, the group discusses Year-End Actions to Consider: Still have one full trading day left in the year for: Harvesting Losses, harvesting gains, where appropriate; Roth IRA conversions if you're going to do them, especially if you think your investments have been treated unfairly by the market. Early 2019 Recommendations: (1) Increase your 401(k) contributions, based on 2019's increased contribution limits; (2) find out if your company match is tied to HOW you contribute, and if so, adjust accordingly to not leave any free money on the table; (3) Put together or Update your financial plan so you can answer all of the questions I posed in the show; (4) consider having a family meeting between you, your adult children, and your financial advisor, sharing only what you're comfortable sharing, using this is as an opportunity to pass along your family values. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your inve

This week on the Wise Investor Show, the group discusses how the median performance of S&P 500 stocks since the late summer highs has been much worse than the broad market average. With such a landscape, it makes sense to be on the best quality, mostly reasonably priced names going forward. He makes the case for AAPL, GOOGL, DHR and SBUX. He also discusses some psychological pitfalls that investors have to avoid falling into in tough markets. 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.

This week on the Wise Investor Show, a discussion of the sharp selloff in the stock markets, they mention the market's response to the Fed's recent hike and how investors are pricing in a potentially changing environment. Also, a relay of what we are hearing from nervous clients and the perspective it can provide for others. Finally, an analyzation of the case for BKNG and an update on JNJ. 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.

This week on the Wise Investor Show, the group reviews some year-end strategies like Qualified Charitable Distributions and prepaying of health care expenses. They lay out the new contributions limits for qualified plans and IRA's. Lastly, providing some ideas for financial New Year’s resolutions. 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. Keywords: Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax.

This week on the Wise Investor Show, the market does what it wants and we fill in the reasons. In the short term, the stock market may go up or down for reasons that aren't in the headlines, but that won’t stop them from trying. The market's still volatile but the fundamentals argue that it's oversold. 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.

This week on the Wise Investor Show, the market continues to see extreme swings, and although the news tries to tell you why, ultimately the markets doing what it wants for now. The facts tell us it should be much stronger, so do you buy in? Also, a new twist on why some fixed income investments may be doomed to fail. 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.

This week on the Wise Investor Show, the group discusses how quickly stock investors have gone from blind optimism to losing all faith. They key on the relevance of the inverted yield curve narrative and how investors should think about the indicator. WIG spends most of the show discussing the theses behind WIG's top 13 equity holdings. Finally, a note on how we should not worry much about how they will do next week, and instead understand the long-term secular drivers behind their share prices. 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.

This week on the Wise Investor Show, the best hitters in the American League and National League don't get a hit 6-7 times out of ten. The best shooters in the National Basketball Association miss more than half the time. It is likely that some of your investments may be trading at a loss. Here is encouragement to take advantage of that opportunity and pay a little less in taxes as a result. 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 discusses the current uneasiness and uncertainty in the markets. They compare this period to the cyclical downturn in 2015-2016 and how they see more of a deceleration in growth than a recession-induced decline. They also bring us up to speed on the latest from Apple, Walt Disney, Cisco Systems and Northrop-Grumman. 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.

This week on the Wise Investor Show, while the fundamentals remain strong the markets continue to struggle with uncertainty for next year. The majority of evidence points to strong results but the wild cards leave the market saying "I don't know" and that may create value opportunities.

Default Description for Episode

While intended to simplify, the new Federal Tax codes seems as nuanced and complicated as ever. Ann and Matt help to clarify some of the key changes for 2018, and provide some timely year-end tax and financial planning ideas for you to consider.

Simon comments on the current state of the market and how a stealth bear market has already unfolded for much of the S&P 500. He transitions to talk about so-called "free" investment management as well as high-priced boutique platforms. Most of the time, neither provide what is promised in terms of fee transparency or return. Professional advice is very valuable but investors should know exactly what they are paying for.