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().'

Crisis Will Test Our Mettle – Lessons From 9/11

By Michael Lebowitz and Lance Roberts | Sep 11, 2026 | Daily Market Commentary
Twenty-five years ago today, nearly 3,000 people lost their lives in the September 11th attacks, a tragedy that reshaped our country. We pause to honor those who lost their lives in the event. In the years since the crisis, financial markets have absorbed the shock, adapted, and moved forward. Beyond remembering the event and honoring the victims, we can also use the 25th anniversary to remind ourselve...
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.  
September Market Weakness: The Setup Has Teeth

September Market Weakness: The Setup Has Teeth

By Lance Roberts | Sep 5, 2026 | PRO NEWSLETTER
🔎 At a Glance September Market Weakness: The Setup Has Teeth Market Brief & Technical Review From...
9-11-26 Can the FIRE Movement Really Work?

9-11-26 Can the FIRE Movement Really Work?

The Real Investment Show | Sep 11, 2026