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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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AI For The People Or Meta’s Bottom Line?

By Michael Lebowitz and Lance Roberts | Aug 18, 2026 | Daily Market Commentary
Last week, we wrote two short articles within our
Portfolio Trade Alert – August 17, 2026

Portfolio Trade Alert – August 17, 2026

By Lance Roberts | Aug 17, 2026 | PRO TRADING
Equity Model Only After rebalanacing the portfolio last week, one trade we wanted to make but didn't was with Broadcom (AVGO.) While we like the company and the space it is in, we wanted more exposure to the AI chips being used in data center and AMD specializes in general-purpose GPUs and CPUs (like the Instinct MI300 series).
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.  
Record Highs: Should You Chase The Rally?

Record Highs: Should You Chase The Rally?

By Lance Roberts | Aug 15, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Record Highs And A Friday Wobble This past week, stocks pushed to a fresh record, then gave a little back on Friday as inflation came in softer-than-expected. Both CPI and P...