Contact Us    855-RIA-PLAN (855-742-7526)

SimpleVisorTM Insights is where the RIA Professionals post their latest thoughts, commentary and analysis to keep you ahead of ever changing markets. Find our latest commentary and videos below. All of our past articles and videos are archived in each of the links above.

Latest Posts

'.get_the_title().'

Personal Savings: An Unpolitical Sentiment Gauge

By Michael Lebowitz and Lance Roberts | Apr 2, 2025 | Daily Market Commentary
Yesterday’s Commentary discussed the vast divergence in the economic sentiment of Democrats versus Republicans. In the piece, we wrote: “Democrats think today’s economic outlook is worse than during the peak of Covid and the financial crisis of 2008. Sentiment is tricky to convert into an economic forecast. Sometimes, sentiment is bad, but consumers continue to spend. Other times, sentiment dictates consumption habits.” G...
Portfolio Trade Alert – March 24, 2025

Portfolio Trade Alert – March 24, 2025

By Lance Roberts | Mar 24, 2025 | PRO TRADING
Trade Alert - Equity & ETF Models This morning, we added to the financial sector via J.P. Morgan (JPM) and the iShares Financial Sector ETF (XLF.) We have been running below-market exposure in the sector and are using the positive technical outlook, along with increasing signs the market will bounce, to bring them up to speed.
Friday Favorites: Snowflake (SNOW)

Friday Favorites: Snowflake (SNOW)

By Michael Lebowitz | Dec 20, 2024 | PRO BLOG
Snow is a data storage platform that allows its clients access to data and analysis of their data from the cloud. SNOW shares have been up about 50% over the last few weeks on strong sales and an optimistic outlook, as reflected in its most recent earnings report. However, despite the robust performance, it is still slightly lower for the year and well below its peak in late 2021.  
Sellable Rally Or “Buy The Dip”

Sellable Rally Or “Buy The Dip”

By Lance Roberts | Mar 29, 2025 | PRO NEWSLETTER
Inside This Week’s Bull Bear Report Sellable Rally Or Buy The Dip How We Are Trading It Research Report – Stagflation Or Media Scare Youtube – Before The Bell...