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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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The FOMC Shifts To A Dovish Tone

By Michael Lebowitz and Lance Roberts | Mar 20, 2025 | Daily Market Commentary
As the market widely expected, the FOMC left the Fed Funds rate unchanged. However, the statement summarizing the meeting now includes an economic growth warning- “uncertainty around the economic outlook has increased.” Moreover, they are reducing the amount of monthly QT. The roll-off of Treasury securities will fall to only $5 billion monthly, down from the current $25 billion pace. Agency and MBS roll-off will remain at $35...
Portfolio Trade Alert – March 20, 2025

Portfolio Trade Alert – March 20, 2025

By Lance Roberts | Mar 20, 2025 | PRO TRADING
Trade Alert - Dividend Equity Model Quarterly Rebalance Today, as we head into the end of the quarter, we are rebalancing the Dividend Equity Growth Model early to take advantage of the recent stock decline. The model is designed to take advantage of the passive indexing flows into the largest company stocks, which should help provide relative market performance....
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.  
Sell Off Accelerates As Recession Fears Emerge

Sell Off Accelerates As Recession Fears Emerge

By Lance Roberts | Mar 15, 2025 | PRO NEWSLETTER
Inside This Week’s Bull Bear Report Sell Off Accelerates As Recession Fears Emerge How We Are Trading It Research Report – The Impact Of Stupidity Youtube – Be...