The Wise Investor Show

On this week’s show, the Wise Investor Group takes a look at new opportunities to start positions in the Defense sectors, while also looking at reasons the traditionally defensive sectors have struggled in this market, and look for value there as well. 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 the current fear of a global trade war and adds how stocks have historically been weak ahead of midterm elections. The good news is stocks have advanced over the 12 months following every mid-term election since 1946. They also provide the latest updates on FDX and ABBV. 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 current global trade concerns and how, to a decent extent, they are already being discounted by recent market action. They also make the case for continued optimism amidst the "doom and gloom" headlines. The group opines on some proactive steps Berkshire Hathaway could employ to enhance transparency and shareholder confidence. The Wise Investor Group closes with updates on VZ, C and the financial space in general. 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 looks at 4th quarter results from Oracle and FedEx and then a possible quick resolution in the fight to buy Fox by Disney. 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, while the geopolitical news flow has been unsettling at times, U.S. stocks have been resilient given solid domestic fundamentals. They note how the market has been dominated by those sectors leveraged to economic strength, but that investors should still consider long-term outcomes and maintain portfolio balance. In the second half, the group relates how it is important to recognize and control our investing biases. They also provide updates on T, TAP, MRK, CVX, XEC and ABBV. 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 current market backdrop and how the chief risk to the stock market appears to be a potentially overheating economy rather than one growing too slowly. They note three misconceptions about higher interest rates and how they are not as negatively impactful as common wisdom suggests, while also providing updates on SPR and DWDP. 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 how being smart and educated about investing is less important to long-term success than controlling one's emotions. They describe some common pitfalls that almost always lead to underperformance. While also providing updates the status of some of the more reliable harbingers of an impending downturn and very few are flashing warning signs. Lastly, they deliver some updates from the Sherwin-Williams and Apple Investor Days. 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 difficult conversations can lead to learning for all: 1) Always saving money for later and missing out on enjoyment - takeaway: have balance and ask yourself if you're doing what you want to be doing to reduce risk of regret 2) Running out of money before running out of retirement - takeaway: A) Meet with a financial planner before retiring, B) save into various types of accounts and C) believe it or not, consider a reverse mortgage if all your money is in IRA accounts 3) Working Adults caring for children and elderly parents - takeaway: Have the hard conversation yourself. Discuss the process of sharing control and managing choices while you have plenty of choices and time. 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 has a discussion while the signs are still generally positive; this week the group reviews the four most likely causes of the next recession. Why it will happen, when it may happen, and how bad might it be. 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 and contrasts some of the most common investment account types, as well the investments that go in them. They discuss the similarities and differences between Traditional and Roth IRA's as well the basic differences between stocks and bonds. 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 the need to remain cautious. It's not wages but input costs that will drive inflation and slow the global economy. Here's how it plays out and some ideas to own. 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 the case for Pepsi and, to a lesser extent, Coca-Cola, amid the carnage that has been the Consumer Staples sector so far this year. They also follow up the previous Sunday radio show with some thoughts on fixed-income investing and how owning bonds may make sense even for long-term, patient investors. 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, given the recent move higher in interest rates, the Wise Investor Group discuss what a bear market actually means and whether it is something to fear. They place the move in current and historical context and offer some thoughts as to how to best participate. They also answer some recent client questions about Gold, Consumer Staples and how grandparents should most effectively contribute financially to the education of their grandchildren. 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 goes over finding out who your friends are when you're moving and also when you're investing. The group names your real friends when it comes to saving and investing: 1) Time 2) Patience 3) Risk Management 4) Financial Planning 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 goes over finding out who your friends are when you're moving and also when you're investing. The group names your real friends when it comes to saving and investing: 1) Time 2) Patience 3) Risk Management 4) Financial Planning 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 landscape and how it is easy to get enamored with a simplistic analysis of a complex environment. Basing one's opinion on the markets on just its positioning relative to historical norms or a current read of the economy will likely lead to the wrong conclusions. WIG then provides updates on their two largest portfolio holdings: Apple and Berkshire Hathaway. They also review the rationale for adding Walt Disney to portfolios and offer a favorable opinion on investing in European stocks. 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 looks at the realities of today's market, where we've been and a good idea of where we're going. Also, why Disney offers a long term opportunity here and Wall Street is too lazy to notice. 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 why the conditions are right to power forward to new highs. Consolidation in prices with improving fundamentals should lead to good results. Then the WIG gives a review of earnings and guidance from Apple, Sherwin Williams, and others. 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 value stocks have outperformed growth stocks over the long-haul but not over the past decade. Timing sentiment shifts is challenging, but changing market and economic conditions argue for a shakeup in market leadership. They warn, though, that investors have to be careful to avoid "value traps". They also make the case for Merck at current 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.

On this week’s show, The Wise Investor Group discusses the broader market and economic backdrop. They stress how it is important to understand the broader trends in interest rates and earnings as well as the business fundamentals behind stock prices. Relatedly, the group takes a look at how the current backdrop is not suggestive of an impending recession. Also, they review earnings reports from ORAN, ABBV, V and SHW and reiterate WIG's favorable opinions. 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.