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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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Communication Data Implies Remote Work is Here to Stay

By Michael Lebowitz and Lance Roberts | Jun 21, 2024 | Daily Market Commentary
The chart below, courtesy of @KobeissiLetter on X, depicts downtown cell communication data for several major metropolitan areas as of March 2024. Cell phone activity during working hours is significantly below pre-pandemic levels in almost every major city across the country, including areas with significant population growth. The se...
Portfolio Trade Alert – June 13, 2024

Portfolio Trade Alert – June 13, 2024

By Lance Roberts | Jun 13, 2024 | PRO TRADING
Trade Alert - Dividend Equity Model With the recent market runup, we are rebalancing some holdings in the dividend model. We are reducing Apple (AAPL) and Meta (META) back to target allocations. Given the pullback in oil and energy stocks, we are increasing Exxon Mobil (XOM) and Alerian MLP (ALMP) to target. Also, we are adding to 3M (MMM), bringing it to the tar...
Friday Favorites- AMD

Friday Favorites- AMD

By Nick Lane | Jun 21, 2024 | PRO BLOG
Advanced Micro Devices (AMD) Morgan Stanley recently cut its price target for AMD and dropped its rating to equal weight,
Inflation Print Keeps Fed On Track To Cut Rates

Inflation Print Keeps Fed On Track To Cut Rates

By Lance Roberts | Jun 15, 2024 | PRO NEWSLETTER
By Lance Roberts | June 15, 2024
6-21-24 Could Tax Policy Shrink the Economy?

6-21-24 Could Tax Policy Shrink the Economy?

The Real Investment Show | Jun 21, 2024