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().'

Unemployment Flashes A 100% Recession Warning

By Michael Lebowitz and Lance Roberts | Mar 26, 2026 | Daily Market Commentary
Albert Edwards from Societe Generale posted a graph similar to the one on the left below. It tracks the unemployment rate and its 3-year moving average. The red arrows signify every time the unemployment rate rose above the moving average. As we circle, the unemployment rate is now above the moving average. Albert’s comment alongside his graph is as follows:
Portfolio Trade Alert – March 26, 2026

Portfolio Trade Alert – March 26, 2026

By Michael Lebowitz | Mar 26, 2026 | PRO TRADING
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)

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.  
CDX: Credit Spreads Are Flashing A Warning

CDX: Credit Spreads Are Flashing A Warning

By Lance Roberts | Mar 21, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – A Tough Market Week This week gave investors a brief exhale — and then took it back as Monday opened with genuine relief after news broke that a U.S.-led coalition would escort tankers through the Strait of Horm...