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 Fed Is Losing Its Biggest Dove

By Michael Lebowitz and Lance Roberts | May 15, 2026 | Daily Market Commentary
Jerome Powell’s term as Fed Chairman expires this Friday, with Kevin Warsh now confirmed by the Senate as his successor. The transition has implications beyond a change in the Fed’s leadership. Further, Stephen Miran, who was appointed Fed Governor in September 2025 to fill the vacancy left by Adriana Kugler, is seeing his term come to an end. Most noteworthy during his term, he dissented at all six FOMC meetings he attended, consisten...
Portfolio Trade Alert – May 6, 2026

Portfolio Trade Alert – May 6, 2026

By Lance Roberts | May 6, 2026 | PRO TRADING
Trade Alert - Equity Model Only Today, we are just doing some rather simplistic "pruning" in the portfolio by tactically rebalancing some holdings. Overall, we slightly trimmed our market exposure as the market continues to race to new highs. Simultaneously, money flows are diverging, signaling a potential co...
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.  
Earnings Estimate Revisions Are Very Optimistic

Earnings Estimate Revisions Are Very Optimistic

By Lance Roberts | May 9, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Earnings Are Driving The Market The S&P 500 and Nasdaq closed at fresh all-time highs for the second consecutive week, with the broader index adding roughly 1.4% to finish near 7,330. Markets were...
5-15-26  What Your Advisor Should Really Do

5-15-26 What Your Advisor Should Really Do

The Real Investment Show | May 15, 2026