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().'

The Oil Curve: Scary Headlines vs. Market Expectations

By Michael Lebowitz and Lance Roberts | Mar 10, 2026 | Daily Market Commentary
Rather than relying on Wall Street forecasts, scary headlines, and fear-mongering social media posts, the oil futures curve provides the collective judgment of future oil prices from the most informed and financially committed market participants — traders, producers, refiners, and hedgers. Oil, like most commodities, trades in a series of contracts based on future delivery dates. The prices for each of these monthly delivery d...
Portfolio Trade Alert – March 5, 2026

Portfolio Trade Alert – March 5, 2026

By Lance Roberts | Mar 5, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models Last November, we added value stocks to our portfolios as part of a rotation from growth. That has played out nicely, but many of those stocks are now extremely expensive and overbought technically. Conversely, as we have written much about lately,
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.  
Oppenheimer: The Risk Calculus Has Changed

Oppenheimer: The Risk Calculus Has Changed

By Lance Roberts | Mar 7, 2026 | PRO NEWSLETTER
🔎 At a Glance Give Us A Review ***** If you enjoy our work each week, could you be so kind as to 
3-9-26 IRA's - The Ticking Tax Bomb

3-9-26 IRA's - The Ticking Tax Bomb

The Real Investment Show | Mar 09, 2026