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
Presiding over his first Fed meeting, Kevin Warsh and the FOMC held rates at 3.50%-3.75%. Such was the fourth consecutive hold following a series of rate cuts. The decision for Warsh to hold rates steady was in little doubt. The Fed’s economic projections, aka the dot plot, and Warsh’s debut press conference were what every investor was paying close attention to, given the improvement in the labor market, 4+% inflation, and the bond ma...
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.
May Inflation Print: Why the 4.2% Headline Is an Oil Story
🔎 At a Glance
🏛️ Market Brief – SpaceX Debuts And Elon Is A Trillionaire
What a week. A rocket company became the largest public offering in history. The May inflation print landed mid-week as the hottest reading in three ye...
