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
The Fed is clearly more hawkish than they were at the last meeting. Accordingly, with the Fed Funds market now pricing in two rate hikes by year’s end, we should be armed with data showing how the first Fed Funds rate hike in a cycle is processed by the equity markets. Moreover, with higher rates being forecasted, how could a flattening yield curve impact stocks and the economy?
History doesn’t offer a definitive answer. The...
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.
Kevin Warsh And The End Of The Fed’s “Forward Guidance”
🔎 At a Glance
🏛️ Market Brief – Kevin Warsh Jolts A Resilient Tape
For a week that delivered a hawkish regime change at the Fed and the largest options expiration in history, the tape held up remarkably well. All four major indice...
