The Wise Investor Show

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 Lastly, they present eight reasons why an estate plan may be out of date or problematic and how investors should make a point of regular reviews.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.