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
As shown below, the Japanese yen has fallen to levels not seen since the late 1980s. (Note the chart quotes yen per dollar, thus a higher figure represents a depreciating yen) We have written extensively about why the yen matters to US markets: the yen carry trade. The trade is relatively simple. An investor borrows yen at low interest rates in Japan, converts the proceeds to dollars, and buys higher-yie...
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.
Stock Market Pullback Is Healthier Than It Looks
🔎 At a Glance
🏛️ Market Brief – A Tech-Only Selloff
The headline looks ugly until you turn it over. The S&P 500 finished the week at 7,306, down 2.4% from the prior Friday, while the Nasdaq 100 dropped a hard 4.6%...
