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().'

Consumer Confidence Is Falling: Will Bond Yields Follow?

By Michael Lebowitz and Lance Roberts | May 28, 2026 | Daily Market Commentary
Yesterday’s Commentary led with a discussion of how bond yields have risen far more than bond market-implied inflation expectations. The fear of a...
Portfolio Trade Alert – May 27, 2026

Portfolio Trade Alert – May 27, 2026

By Nick Lane | May 27, 2026 | PRO TRADING
Trade Alert - Factor Rotation Model Due to the recent dispersion in returns, some positions in the factor rotation model have diverged from their model weights. Accordingly, we are rebalancing a number of positions, including buys and sells, to align the portfolio with the model targets. Please bear in mind that these trades are not related to a trading signal to...
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.  
SpaceX IPO: Should I Buy It, Or Wait?

SpaceX IPO: Should I Buy It, Or Wait?

By Lance Roberts | May 23, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Warsh Takes The Helm The week opened on the back foot and ended at a record high. The S&P 500 closed Friday at 7,473.47, up 0.37% on the day and 0.9% for the week, notching its eighth straight winning...