The Wise Investor Show

On this week’s show: It's Valentine's Day -- Love is in the air. If you like taxable accounts, you'll love Traditional IRAs. If you like Traditional IRAs, you'll love Roth IRAs. If you liked converting money to the Roth last year, you'll LOVE it this year. If your spouse gets more attractive to you every year; Roth IRA Conversions just got more attractive as well. All else being equal, starting with a $0 taxable income, you'll be able to convert more to the Roth this year and pay less in tax to do it. Talk to us so we can see if we can help you figure out the relative attractiveness of Roth IRA conversions, and also help you facilitate the conversation of love and Roth IRA Conversions between you and your spouse. Happy Valentine's Day! 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 it's important to keep the recent rout in perspective given the macroeconomic backdrop, the fundamentals and market history. They also look at the psychological side of pullbacks - one can intellectually prepare, but it's hard to predict how one may "feel" when selling hits. Additionally, they make the case for Alphabet and Danaher as sensible, high quality buys amid the carnage. 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 Monday's big selloff - one particular trade that made it so bad, what conditions led to it, where we are now, and how to take advantage of it with a new stock. 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 the conditions leading to elevated chances of recession, while staying positive overall on the underlying fundamentals. They also talked about earnings from Boeing, Spirit Aerosystems, and the FAANG 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 discussed how, while most are aware of the main features of the new Federal tax code, there are some more nuanced tax strategies to consider in 2018. They also make the case for CE and SPR as emerging growth stocks still cloaked in relatively cheap valuations. 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 investor sentiment and maintaining optimism but also reasons why that could shift later this year. They also made the case for Goldman-Sachs as a value in the financial sector and reviewed how TIPS may not provide that much protection in a rising rate environment. Additionally, they offered some floating rate preferred stocks as a credible alternative 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.

On this week’s show, The Wise Investor Group discussed the economy and corporate earnings. Earnings are strong, but big adjustments due to tax law changes are messing with the reported bottom line at times. 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 eight(8) financial decisions to make to help you sleep better at night. 1) Make sure financial plan is current and congruent with your goals 2) Make sure your asset allocation is congruent with your financial plan 3) Reassess your life insurance policies and determine if they serving the purpose you wanted them to 4) Hold the right amount of cash 5) Make sure your holdings are simple and understandable 6) If you have a trust, make sure you have a corporate trustee as a backstop to all of your other successor trustees 7) Name beneficiaries where you have beneficiary designation opportunities, such as with IRAs, 401(k)s, Annuities, Life Insurance Policies, and POD/TOD accounts 8) Obtain Umbrella liability insurance 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 recession and the global economy. Chances of recession are low and the global economy continues to improve, so why are more people worried? Understanding the risks and odds of recession while having a strong portfolio help us ignore the guesswork. 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 certain aspects of investor and market behavior that they know will unfold. They also touched on the differences between the backdrop now versus a year ago. Lastly, they talked about the cryptocurrency mania and how the second mouse often gets the cheese when it comes to new technologies. 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 the Lump Sum vs. Monthly Pension decision. They also analyzed IRR in relation to life expectancy probabilities, investment risk, the 4% rule and the worst 20 year return for a balanced 50/50 portfolio (5%). Additionally, they touched on the GATT Rate that is used as the discount rate in calculating lump sum balances for pensions and how the rate is at historical lows resulting in large lump sum balances and low lump sum pensions. 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 discussed how we read confident, assertive headlines about the certainty of market outcomes, yet when we do some analysis often the data is far more inconclusive. Additionally, they discussed how market strength may be masking mistakes in managing family wealth and also offered some examples to think about. 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 the markets continue to ignore global fears and ride the housing market's expansion. 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 changes afoot that bear mentioning and watching: 1) No more Roth IRA recharacterizations, which mean waiting until the end of the year to make Roth IRA conversions for greater income and deduction visibility. 2) If you're charitable, there are 3 better ways to go about giving to charity than stroking a check. 3) Lumping/Bunching together deductions may look more attractive to more people in the new year. 4) Keep an eye on 529 plan legislation at the state level - see if proper utilization of 529 plans doesn’t have the potential to lessen your state income tax liability. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 makes use of a slow week in the markets to update listeners on allocation discipline and the outlook for oil prices in the coming year. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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.

After a year of incredible calm and unchecked upside, expect a much wider range of possible outcomes going forward. Despite the market strength, we're entering a period of ambivalence where much can be considered either a bullish indicator or harbinger of potentially weaker markets. Discussion of some of the tax reform impact on specific sectors. Also, a few year-end tax tips and the case for DowDuPont Inc (DWDP).

Chase reviews the recent results from FedEx and a major acquisition by Oracle.

On this week’s show, The Wise Investor Group reviews the results from Oracle, looks at two chemical companies the team likes today, and thinks about one of the railroads. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 end of year planning ideas and discusses the potential changes to the tax code in 2018 Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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 discussed some basic ways to think about the vast volume of financial news and how to filter into what's usable. They also revisited the active vs. passive investing debate and how many investors are distorting by turning passive strategies into active ones. Additionally, they talked about some sector and asset class impacts from tax reform including a look at the municipal and corporate bond markets. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. 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.