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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 Misleading Tech Sell-Off – RIA

By Michael Lebowitz and Lance Roberts | Oct 20, 2026 | Daily Market Commentary
The technology sector (XLK) fell 5.3% over the past two weeks, but that figure is misleading. Two of its largest members, Apple and Microsoft, rose by 2%+ over the period, and Google and Meta kept pace with the S&P 500’s 1.5% decline. The damage in the technology sector was mainly in semiconductors, with the SOX semiconductor index falling more than 11%. Within the index, Nvidia fell 8.5%, AMD...
Portfolio Trade Alert – October 8, 2026

Portfolio Trade Alert – October 8, 2026

By Lance Roberts | Oct 8, 2026 | PRO TRADING
Portfolio Trade Update: Equity Model We are finishing up our portfolio rebalancing for the end of the year. We previously took gains in our large-cap growth stocks and increased our more value-oriented holdings. Today, we are taking losses in Vertiv (VRT) and Applied Digital (APLD) to offset those gains and are adding Berkshire Hathaway (BRK.B) back to the portfo...
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.  
Pimco Sees A 6% 10-Year. Here’s Why “Bad Inflation” Caps Yields

Pimco Sees A 6% 10-Year. Here’s Why “Bad Inflation” Caps Yields

By Lance Roberts | Oct 17, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Earnings Season Opens On A Raised Bar The market sold off hard to finish the week. The S&P 500 fell 1.09% on Friday to 7,659.44, closing the week down 1.95%, its worst...