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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

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The Fed Funds Rate Is Too High

By Michael Lebowitz and Lance Roberts | Jul 2, 2024 | Daily Market Commentary
Let’s step back and ignore the last four years in which the economy cratered with the onset of the pandemic and then boomed on massive monetary and fiscal stimulus. Let’s also try to ignore the peak 6% core PCE inflation rate in 2022 and the historically low 3.4% unemployment rate in 2023. What if, in the years preceding the pandemic, we told you that in 2024, the Fed Funds rate would be 5.25-5.50%? You probably would have assumed inflation...
Portfolio Trade Alert – June 13, 2024

Portfolio Trade Alert – June 13, 2024

By Lance Roberts | Jun 13, 2024 | PRO TRADING
Trade Alert - Dividend Equity Model With the recent market runup, we are rebalancing some holdings in the dividend model. We are reducing Apple (AAPL) and Meta (META) back to target allocations. Given the pullback in oil and energy stocks, we are increasing Exxon Mobil (XOM) and Alerian MLP (ALMP) to target. Also, we are adding to 3M (MMM), bringing it to the tar...
Friday Favorites- FCX

Friday Favorites- FCX

By Michael Lebowitz | Jun 28, 2024 | PRO BLOG
Freeport McMoran (FCX) The coming expansion and modernization of the power grid to accommodate increased electricity needs from AI data centers, EVs, and the push toward clean energies, as we discussed in a three-part series (Parts ONE,
The Confidence Dichotomy – RIA

The Confidence Dichotomy – RIA

By Lance Roberts | Jun 29, 2024 | PRO NEWSLETTER
By Lance Roberts | June 29, 2024