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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
New Fed Chairs are often tested early in their terms. For instance, two years after Bernanke took over the Fed, the Financial Crisis kicked into full gear. Janet Yellen was tasked with addressing stock market weakness as the Fed was navigating an exit from QE. Powell’s early test was a rate-hiking cycle that spooked markets in 2018, followed by the Pandemic two years later. Kevin Warsh, who took the Fed Chair just weeks ago, may have rec...
Portfolio Trade Alert – June 4, 2026
Trade Alert - Equity & ETF Models
In mid-May, we took profits on several of our technology holdings, anticipating a correction in those areas. That correction most likely started yesterday following Broadcom's (AVGO) earnings release. One thing we have stated for a while is that when the correction in the Semiconductor/Technology names started we would see a...
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.
Two-Month Market Rally: What Comes Next?
🔎 At a Glance
🏛️ Market Brief – Rotation Snaps The Streak
The melt-up finally took a breather. After nine straight winning weeks, the S&P 500 closed lower, finishing Friday at 7,384, down about 2.6% on the week and roughly 3% below Tue...
