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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 K Shaped Economy In One Graph

By Michael Lebowitz and Lance Roberts | Nov 28, 2025 | Daily Market Commentary
Tuesday’s weak Consumer Confidence report was a good reminder of why some economists are calling our economy the K shaped economy. The Conference Board Consumer Confidence Index fell 6.8 points to 88.7 in November, below expectations of 93. Moreover, it sits at levels similar to those of early 2020, when the pandemic shuttered the economy. Similarly, the University of Michigan Consumer Sentiment survey is slightly above 70-year lows. Bot...
Portfolio Trade Alert – November 25, 2025

Portfolio Trade Alert – November 25, 2025

By Lance Roberts | Nov 25, 2025 | PRO TRADING
Trade Alert - All Core Equity & ETF Models This morning, we executed some rebalancing trades across our core equity and ETF models. Google (GOOG) has been on a strong run lately and is now well above our target portfolio weights in both the equity and dividend growth models. As such, we are taking profits in GOOG and bringing our exposure in META up to the ta...
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.  
Year-End Rally Begins – RIA

Year-End Rally Begins – RIA

By Lance Roberts | Nov 29, 2025 | PRO NEWSLETTER
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