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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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What The NFL Can Teach Us About Risk Management

By Michael Lebowitz and Lance Roberts | Oct 14, 2026 | Daily Market Commentary
Diversification is the practice of accepting a lower potential return to reduce risk and increase the likelihood of reaching your financial goals. A recent NFL game clearly illustrated the value of managing portfolio risk. The Tampa Bay Buccaneers led the Dallas Cowboys 24-10 with 8:36 remaining. With the lead and a likely victory, the Buccaneers faced fourth-and-...
Portfolio Trade Alert – October 8, 2026

Portfolio Trade Alert – October 8, 2026

By Lance Roberts | Oct 8, 2026 | PRO TRADING
Portfolio Trade Update: Equity Model We are finishing up our portfolio rebalancing for the end of the year. We previously took gains in our large-cap growth stocks and increased our more value-oriented holdings. Today, we are taking losses in Vertiv (VRT) and Applied Digital (APLD) to offset those gains and are adding Berkshire Hathaway (BRK.B) back to the portfo...
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.  
Equity Risk Premium Has Vanished, And Stocks Aren’t Cheap.

Equity Risk Premium Has Vanished, And Stocks Aren’t Cheap.

By Lance Roberts | Oct 10, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Earnings Season Opens On A Raised Bar The S&P 500 gained 1.1% this week to close Friday at 7,811.51, just shy of Tuesday’s record close of 7,818.93. The Dow added 0.9...