The Wise Investor Show

On this week’s show, the Wise Investor Group discusses some of the things one typically hears and reads every time the market turns down and how it is important to not get distracted from the long-term investment plan. They talk about how volatility in stock prices also distracts investors from understanding the underlying businesses. Finally, the group focuses on what is going on the latest from BRKB, CVX, SBUX, DWDP and AAPL. 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 conditions are set for the market to clear out the dead brush and start the 4th quarter rally. Risks are elevated but valuations and the business climate are compelling. We're likely to see a few catalysts on political scene the can lead us to a strong finish in 2018.

This week on the Wise Investor Show, Required Minimum Distributions: How they work and strategies for getting your money out of your IRA accounts, the when’s and how’s of taking out your Required Minimum distribution matters. The Wise Investor Group gives you a brief history on RMDs, how they work, and several strategies for taking out the money to be in compliance and maximize tax-deferred compounding. 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.

This week on the Wise Investor Show, October's the most volatile month of the year for the markets. This year did not disappoint. However, while pundits and analysts debate global growth, now may be a great time to consider some very cheap cyclical businesses. 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 changes at the margins matter more to the markets in the short-term than absolutes. Investors are selling stocks anticipating a deceleration in global growth and corporate earnings that may be more severe than what is actually likely to unfold. Bargains are emerging now that the average stock in the S&P 500 is off over 20% from 52-week highs. They make the case for ABB, NOC and SHW, all of which have sold off after their third quarter earnings reports. 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 examines the current treacherous market backdrop. In particular, they look at the relationship between earnings, valuation multiples and stock prices and how some recalibration may be necessary to preserve a margin of safety. They also examine how stock selloffs are not reliable predictors of recessions. WIG then examines the short-term and long-term risks of bonds and how they are much different from stocks. Finally, the group provides updates on VZ, NOC and CE. 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 puts some perspective on the recent markets but looking at what's really happening. Overall, it's not that dramatic, if you bought into the hot stuff, you're getting burnt. The Group takes a look at areas that could hold up better and pay the investors if the markets suffer for longer. 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.

Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax, Citigroup Inc (C), Goldman Sachs Group Inc (GS).

On this week’s show, the Wise Investor Group looks at what it means to be a trustee. In particular, the adherence to specific fiduciary duties and responsibilities including: 1. Duty to Administer Trust by Its Terms 2. Duty of Skill and Care 3. Duty to Provide Notices 4. Duty to Furnish Information and to Communicate 5. Duty to Account 6. Duty Not to Delegate 7. Duty of Loyalty 8. Duty to Avoid Conflict of Interest 9. Duty to Segregate Trust Property 10. Duty of Impartiality 11. Duty to Invest 12. Duty of Confidentiality 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, after a wild week in the market, they give a common sense balanced look at what led to this and what it means. Is this the start of the next bear or do we have time? You want to buy a dip? Here's what to consider buying and what to avoid. 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, valuations are attractive and signs point to continued earnings growth, they are focusing on challenges that are giving the markets a taste of what the next bear market will look like. 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 what history says about October and mid-term election year performance. They then look at the narrow leadership in the market and, specifically, the performance divergence between growth and value stocks. They examine how market classifications are problematic and what could turn the tide going forward. They also share the #1 mistake investors make with IRAs and the easy fix. 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 updates the trends in the energy sector and discusses the reasons it’s likely to continue. They offer favorite names in the sector and later discuss one of the least favorite stocks. 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 compares one of this year’s hottest stocks with a competitor that has superior fundamentals. Also, a review of our top pick in the defense sector and a leader in robotics. 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 looks at the historical interplay between U.S. stocks and interest rates to see what patterns have emerged. Importantly, rising rates are typically no reason to flee the market. Some look the allocation decisions of institutional investors for signals, but they tend more to follow markets than lead them. The group also briefly updates the case for NOC. 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.

Despite the stock market's recent strength, skepticism seems to be on the rise. On this week’s show, the Wise Investor Group discusses the geopolitical, fundamental and economic underpinnings for the potential sustainability of the current bull market. They also highlight "Pot Stocks" as the next mania suckering in investors. Finally, they share some data regarding the financial and investing perspectives of the millennial generation and how it might influence their behavior, as well as that of their parents and grandparents. 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 findings of the latest College Savings Foundation's survey. They also talk about the FAFSA and CSS Profile process. They finish with a new benefit that might be widely available to individuals paying back student loans. 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 discusses how investment entry and exit points during the Great Financial Crisis look obvious in retrospect. In reality, it was almost impossible to time good opportunities to divest or invest and it was far from clear even years afterward that there was a clear recovery path. We can learn from this and also understand something about risk. They also present the main reason for optimism and a potential reason for caution in the current environment. Finally they provide updates on C and SPR. 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 lays out the case for a major economic slowdown in 2020, that the markets will start to discount in 2019. Then, make the bull case for Spirit Aerosystems. 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 provides a brief current market backdrop and discusses how large U.S. Growth stocks and some Small-Cap stocks have done well this year, but most other asset classes have produced flat-to-negative returns. They examine what historical precedent says about Gold, REITs and Emerging Markets in terms of correlation to U.S. stocks and how they should be considered as part of a long term investment portfolio. 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.