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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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The Feds Ambiguous Guidance – RIA

By Michael Lebowitz and Lance Roberts | Jul 10, 2026 | Daily Market Commentary
The FOMC released the minutes from Chair Warsh’s first meeting on Wednesday, and the best word to describe the Fed’s advice is “ambiguous.” Merriam-Webster defines ambiguous as a state or, in this case, a statement that allows for more than one interpretation. Officials entertained policy scenarios in both hawkish and dovish ways.  Some see inflation easing e...
Portfolio Trade Alert – June 29, 2026

Portfolio Trade Alert – June 29, 2026

By Lance Roberts | Jun 29, 2026 | PRO TRADING
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)

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.  
Mag 7 Stocks: Risk Or Opportunity In The Making?

Mag 7 Stocks: Risk Or Opportunity In The Making?

By Lance Roberts | Jul 4, 2026 | PRO NEWSLETTER
🔎 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.