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().'

Amazon Is Challenging The Work From Home Trend

By Michael Lebowitz and Lance Roberts | Oct 22, 2024 | Daily Market Commentary
Starting in January, Amazon workers will be expected to work in the office five days a week. While most other companies are adapting to work-from-home schedules and even offering them as a benefit, Amazon is bucking the trend. From a macroeconomic standpoint, the question that is most important is whether Amazon successfully gets its entire workforce back into the office full time.The job market remains robust. However, as we share below...
Portfolio Trade Alert – October 15, 2024

Portfolio Trade Alert – October 15, 2024

By Lance Roberts | Oct 15, 2024 | PRO TRADING
Trade Alert - Equity & ETF Model We added to our energy exposure a couple of months ago, expecting a counter-trend rally in energy stocks from a move higher in oil prices. Shortly afterward, the conflict between Israel and Gaza escalated and spilled over into Iran. With the situation stabilizing, oil prices have peaked short-term, so we will rebalance our ene...
Friday Favorites: Booking Holdings (BKNG)

Friday Favorites: Booking Holdings (BKNG)

By Michael Lebowitz and Nick Lane | Oct 18, 2024 | PRO BLOG
Booking Holdings (BKNG) This week’s edition of Friday Favorites caps off the Growth at A Reasonable Price theme by diving into the final screen result, Booking Holdings (BKNG). Recall from our original article focusing on the GARP screen itself: Our screen seeks established companies displaying consistent...
Q3 Earnings Estimates Remain Optimistic

Q3 Earnings Estimates Remain Optimistic

By Lance Roberts | Oct 19, 2024 | PRO NEWSLETTER
By Lance Roberts | October 19, 2024
10-22-24 Is the Stock Market Party Over?

10-22-24 Is the Stock Market Party Over?

The Real Investment Show | Oct 22, 2024