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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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5x Leverage Is Too Much Says The SEC

By Michael Lebowitz and Lance Roberts | Dec 5, 2025 | Daily Market Commentary
Wall Street’s financial engineers thought they had found yet another way to turn financial markets into casinos. The gimmick this time is with 3x, 4x, and even 5x leveraged ETFs tied to individual stocks and cryptocurrencies. The SEC just ruled against these new proposals, apparently drawing the line at 2x leverage as the rules state. Nine issuers filed with the SEC for 3x, 4x, and 5x ETFs, betting that the new leadership at th...
Portfolio Trade Alert – November 25, 2025

Portfolio Trade Alert – November 25, 2025

By Lance Roberts | Nov 25, 2025 | PRO TRADING
Trade Alert - All Core Equity & ETF Models This morning, we executed some rebalancing trades across our core equity and ETF models. Google (GOOG) has been on a strong run lately and is now well above our target portfolio weights in both the equity and dividend growth models. As such, we are taking profits in GOOG and bringing our exposure in META up to the ta...
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.  
Bullish Case Or Bearish Backdrop

Bullish Case Or Bearish Backdrop

By Lance Roberts | Dec 6, 2025 | PRO NEWSLETTER
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