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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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Luxury Slump Bankrupts Saks Fifth Avenue

By Michael Lebowitz and Lance Roberts | Jan 15, 2026 | Daily Market Commentary
“With the debt payment looming, time ran out.” That succinct summary ended a Wall Street Journal article titled: Saks Global Files for Bankruptcy, Undone by Debt and a Luxury Slump. A year ago, Saks Fifth Avenue’s parent company purchased it...
Portfolio Trade Alert – January 13, 2026

Portfolio Trade Alert – January 13, 2026

By Michael Lebowitz | Jan 13, 2026 | PRO TRADING
Trade Alert - All-Weather Models In the All Weather model, we are selling Proctor Gamble (PG) and replacing it with UPS. The transportation sector is starting to perform well after a long period of underperformance. Similarly, UPS, after a long downtrend, is showing encouraging bullish technical signals (including a golden cross and a strong MACD buy signal) and...
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.  
Investor Lessons From 2025 For 2026

Investor Lessons From 2025 For 2026

By Lance Roberts | Jan 10, 2026 | PRO NEWSLETTER
🔎 At a Glance 💬 Don’t Miss Our Upcoming “Live & In Person” Investing Summit Our 2026 Summit is THIS COMING WEEKEND and is a limited-seating event, so