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().'

BLS And ADP Reports Take Rate Hike Off The Table

By Michael Lebowitz and Lance Roberts | Aug 10, 2026 | Daily Market Commentary
The Friday BLS employment report showed the economy lost 23k jobs. Along with last Wednesday’s ADP report (+44k), the two reports suggest the spring pickup in job growth is stalling. Adding to the bad news, the BLS revised May and June jobs down by a combined 103k jobs. The labor market has now averaged a mere 20k net job growth per month over the last three months. Despite...
Portfolio Trade Alert – August 7, 2026

Portfolio Trade Alert – August 7, 2026

By Lance Roberts | Aug 7, 2026 | PRO TRADING
Trade Alert - Thematic Portfolio Rebalances We are rebalancing three of the Thematic Models today: Growth Focused Equity Small and MidCap Equity
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.  
AI Narrative Risk: The Hyperscaler Story Changes Again.

AI Narrative Risk: The Hyperscaler Story Changes Again.

By Lance Roberts | Aug 8, 2026 | PRO NEWSLETTER
🔎 At a Glance AI Narrative Risk: The Hyperscaler Story Changes Again Market Brief & Technical Review
8-7-26 Aging in Place - What to Consider

8-7-26 Aging in Place - What to Consider

The Real Investment Show | Aug 05, 2026