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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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Credit Spreads Are Widening: Omen Or No Bother?

By Michael Lebowitz and Lance Roberts | Mar 5, 2026 | Daily Market Commentary
Increasing corporate credit spreads, or a growing divergence between corporate bond yields and similar-maturity Treasury yields, can be an omen of stock market weakness. Recent troublesome defaults in the private credit markets are showing signs of spreading concern to the more liquid corporate debt markets. Thus, it’s appropriate to review corporate credit spreads. in the process, we are taking advantage of this opportunity to give you...
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.  
Market Topping Process? – RIA

Market Topping Process? – RIA

By Lance Roberts | Feb 28, 2026 | PRO NEWSLETTER
🔎 At a Glance Give Us A Review ***** If you enjoy our work each week, could you be so kind as toÂ