The Wise Investor Show

On this week’s show, The Wise Investor Group discusses the market environment and how it is easy to get caught up in short-term movements. It is generally advisable to be wary of indicators suggesting to "get out' of the market and patient investors can find opportunities when others are rotating in and out of market sectors. They highlight the Financials and Energy as attractive and favor Alphabet shares after post-earnings release weakness. 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 5 questions you can learn from looking at your 1040. 1) Filing status can matter if one of you has a big, big deduction. 2) Carrying too much cash? Not enough Cash? Interest Income can reveal that question. 3) Did you make a deductible IRA contribution? The above the line deduction will tell you. 4) Are you subject to RMDs and are you charitable? The Qualified Charitable Distribution may be a good move for you. If you did that last year, then box 15B (the taxable amount of your IRA distribution will be lower than box 15A (the gross total IRA distribution). 5) How to calculate your effective or average tax rate. And then -- are you a candidate for a Roth IRA conversion as a result? And you can keep more of your money in your family by comparing effective tax rates to those of your kids/grandkids. 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 takes a look at why the odds of a recession within the next year are very low. Also, results are in from JNJ and Celanese. 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 interplay between risk and volatility - they're related but different and can mean different things to different people. They put it into perspective and then contextualize with a historical understanding of corrections and their predictive value. They also describe the current market backdrop heading into first quarter earnings release season and provides updates on GOOG, ABBV and ABB. 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 pulls back the curtain to disclose those areas WIG financial planners deem are important to understand and discuss with clients. Retirement analysis, Social Security, Health Insurance/Medicare, Tax Planning for Roth Conversion Opportunities, Capitals Gains planning, Standard Deduction and Charitable Giving (Qualified Charitable Distribution); Stress testing the Retirement Analysis for Death, Disability, Liability and LTC; Estate Planning: Wills, Trusts, Titling, Beneficiaries, Successor Trustees and Qualitative analysis; Family/Life Balance: Asking about kids and offering to help them, Missing out on anything or anything you're not doing? They also talk about feedback from clients on how they are doing and if the contact is enough. 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.

On this week’s show, The Wise Investor Group discusses how stocks have gotten cheaper, which may allow for some tactical opportunity, but investors should be conservative with respect to longer term return expectations. They also provide updates on the current tariff/trade rhetoric and how it remains to be seen what can be negotiated. Lastly, they present eight reasons why an estate plan may be out of date or problematic and how investors should make a point of regular reviews. 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 talks about what the expectations are for real returns for the next decade. Beyond the drama of today, how can you stay ahead of pretty modest assumptions? They also take a look at the real causes of the FAANG correction. 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 goes over what signs to look out for and what to do when you suspect diminishing capacity in a loved one. They take a look at elder abuse, types of elder abuses, signs and what to do if you suspect it is happening. Also, they look into incapacity planning including POA, Advanced Medical Directives, Revocable Trust, and the organization of financial information and documents. To reach Matt Anderson and 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 goes over the fundamentals of the economy that are still strong. While some would raise the alert of a pending bear market, overall it still points to good times. They also update the valuations and prospects for Sherwin Williams and take a look at sales for Apple. 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 stampede toward index funds and wonders if investors understand the risk with performance becoming increasingly concentrated in the top holdings. Index investing has its merits, but few seem to be considering what happens if inflows turn to outflows. They also offer some things to think about if one is a "socially conscious” investor. They provide updates on FDX, ORCL 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 looks at the superiority of global sales versus domestic sales, but also the threat of a trade war. Additionally, they review of the results from both FedEx and Oracle. 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 talks about threats to the economic growth rate and the end of the cycle drawing closer than expected. They also discuss trouble with MLPs, success at Chevron, and a new energy name for the portfolios. 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 Consumer Staples have significantly underperformed the S&P 500 in recent months due to rising rates and other concerns. The selling may have gone too far in certain names and opportunities like TAP and CPB may be worth investigating. They also raise some investment questions to consider when the next bear market emerges. Markets are likely not in imminent danger, but things will inevitably change at some point and investors should be prepared. 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 self-admittedly offers more questions than answers, but helps frame the backdrop as trade tariffs go into place. They discuss some of the potential negatives and what to watch for going forward. They also think about the differences between the current environment and early 2008, as some investors start to worry about a pending bear market. Lastly, they remind you how fundamentals and valuations influence stock prices differently and can often work against each other. 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 great ways to make use of: 1. Dislocation in tax rates between last year and this year 2. Where we are in the calendar 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 how the headlines describe stock and bond risk the same way - the potential for a "crash" in nominal terms. In reality, bonds have never had close to the downside that stocks have had in bear markets. They describe how the true risk of bonds is that they can lose purchasing power relative to inflation. Additionally, they capture some of the highlights of Warren Buffet's recent Berkshire Hathaway annual shareholder letter and also make a case for TAP as an attractive value story. 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.

Title: The Psychology of Saving Description: On this week’s show, The Wise Investor Group discussed how to overcome irrational saving behavior to ensure a successful retirement. They also clarify some of the tax law changes for 2018. 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, savings, tax. Subtitle: The Psychology of Saving

On this week’s show, The Wise Investor Group discussed the valuation of the market and what we can expect based on the results from the 4th quarter of 2017 and projections for earnings growth this year. Through earnings growth, the stock market is less expensive than it has been in years. They also introduce a new stock into the discussion. 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 the recent uptick in inflation is real and likely to continue. Markets will likely vacillate between seeing this as a positive referendum on growth and a potential drag. The key will be any impact on consumer spending and therefore corporate earnings. Additionally, they mention REITs as a sector to watch and also provides some names to consider as they have sold off in the expectation of higher interest rates. Can some of the risk already by priced in? 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 in an uncertain environment; the biggest enemy of smart investing is often one's own temperament. They advocate for having a well-crafted plan in place and warns how conscious inactivity is often more effective than portfolio action for the sake of action. The same also goes for risk hedging - where often the best hedge is not taking unnecessary risks in the first place. Additionally, they make the case for looking for opportunities overseas and how Visa is as an attractively-valued high quality name to consider here in the U.S. 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.