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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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Guidance Takes Precedence Over Earnings

By Michael Lebowitz and Lance Roberts | Apr 27, 2026 | Daily Market Commentary
On Thursday, the executives at Service Now (NOW) and IBM learned an important lesson the hard way as their stocks fell by 18% and nearly 10%, respectively. The stark message from Wall Street is that forward sales and earnings guidance now take precedence over recent financial results. IBM beat earnings expectations across the board. However, they didn’t change their forward guidance for the year. Its CFO, Jim Kavanaugh, noted,...
Portfolio Trade Alert – April 24, 2026

Portfolio Trade Alert – April 24, 2026

By Lance Roberts | Apr 24, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models Yesterday, the Factor Rotation model signaled that the growth-versus-value trade was getting very overbought and due to flip, favoring value over growth. As such, we made the appropriate trades in the Factor Rotation portfolio. Today, we are taking similar actions in the equity and sector models.
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.  
The Dollar’s Funeral Keeps Getting Rescheduled

The Dollar’s Funeral Keeps Getting Rescheduled

By Lance Roberts | Apr 25, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Market Consolidates Recent Gains Last week, we...
4-24-26 Smart Wealth Transfer Strategies

4-24-26 Smart Wealth Transfer Strategies

The Real Investment Show | Apr 24, 2026