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
Since the middle of July, UST 10-year yields have fallen from 4.50% to 4.00%. While the yield decline has been profitable for bondholders, it has also aided many other investors. Such a finding may seem counterintuitive, considering that lower yields are the result of a significant weakening in the labor market and a range of other economic indicators suggesting an economic slowdown. Slower economic growth hurts corporate earnings. Thus,...
Portfolio Trade Alert – August 6, 2025
Trade Alert - Equity & ETF Models
We are doing minor portfolio rebalancing in the Equity and ETF models to balance portfolio risk. This is only minor maintenance and not a required trade. However, positions like PLTR and GEV have had massive runs recently, so we are just reducing those back to target portfolios. Conversely, we are adding to some of our more o...
Friday Favorites: Snowflake (SNOW)
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.
Overbought Conditions Across Multiple Markets
🔎 At a Glance Fed Cuts Rates – Risk Management Or Mistake? Overbought Conditions Across Multiple Markets Portfolio Tactics For Next Week From Lance’s Desk:
