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().'

Is The Iran War Good For The Petrodollar?

By Michael Lebowitz and Lance Roberts | Apr 15, 2026 | Daily Market Commentary
Diana Choyleva wrote an excellent editorial for the Wall Street Journal entitled “
Portfolio Trade Alert – April 14, 2026

Portfolio Trade Alert – April 14, 2026

By Lance Roberts | Apr 14, 2026 | PRO TRADING
Trade Alert - Equity Model Only With the market surging above all resistance levels, other than all-time highs, oil dropping, and yields falling, the correction is officially over. As such, we started adding exposure last week and are finishing it today. The ETF model was already at target weight, so today's ac...
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.  
Q1 Earnings Season: Buy Or Fade The Rally?

Q1 Earnings Season: Buy Or Fade The Rally?

By Lance Roberts | Apr 11, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Stocks Surge On Relief Note: I am traveling home from the UK today, so this week’s missive will be short. Also, I had to write it on Friday before the U.S. markets officially closed. So, any...