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
Months ago, the financial headlines were littered with stern warnings that the dollar was depreciating rapidly. There was a popular narrative drawing fear that a dollar demise was imminent. A few short months later, the dollar narrative has flipped. According to today’s headlines and narratives, the tide has turned for the dollar. To wit: we saw a popular financial pundit claiming that the strengthening dollar...
Portfolio Trade Alert – June 29, 2026
Trade Alert - Equity Model Only
Last week, we shifted the Sector and Factor Rotation model toward growth from value. This was in response to our rotation model, which now favors growth over value. The trigger was expected, as large-cap mega-growth stocks have been among the biggest laggards this month.
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.
Mag 7 Stocks: Risk Or Opportunity In The Making?
🔎 At a Glance
🏛️ Market Brief – Happy 250th Birthday America
Before we get to the tape, a word about the weekend. Happy 250th Independence Day from all of us at RIA Advisors.
