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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
Geopolitical events are among the most reliable drivers of bad investment decisions. When headlines are alarming, and markets are volatile, as they are today, investors instinctively overweight worst-case scenarios and underweight the likelihood that the situation resolves more quietly than feared. Behavioral finance calls this availability bias: the tendency to judge the likelihood of an outcome by how easily a vivid example comes to mind...
Portfolio Trade Alert – March 26, 2026
Trade Alert - Energy Model
We rebalanced our holdings in the Energy Model to model weights. The primary purpose of this action is to take gains in many of the stocks in the model that have been trading well, while adding to underperformers. Some sort of resolution to the Iranian oil supply problems will likely cause outperforming energy stocks to underperform and...
Friday Favorites: Snowflake (SNOW)
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.
Subprime Crisis 2.0: Will Private Credit Be The Trigger?
🔎 At a Glance
🏛️ Market Brief – A Tough Market Week
This past week was another disappointing one. Markets opened the week surging after President Trump posted on Truth Social that U.S.-Iran talks had been “very good and productive”...
