Contact Us
855-RIA-PLAN (855-742-7526)
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
The Dow has lost ground for three weeks running, down nearly 3.5% from its August 28 close, while the Nasdaq 100 is slightly higher over the same period. That performance gap has worried some market pundits, as they say it may be signaling a downturn. While that might be true, we think the performance differential is more likely a rotation as investors adjust their holdings in response to the Fed tak...
Portfolio Trade Alert – September 22, 2026
Portfolio Trade Alert: Equity, ETF, and Factor Rotation Models
This morning, our Factor Rotation model flipped from favoring mega-cap growth to large-cap value. Accordingly, we are making trades to increase the factor rotation model to 80% large-cap value and decrease it to 20% mega-cap growth. We are also adding to our A...
Friday Favorites: Snowflake (SNOW)
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.
The Fed Rate Hike Won’t Fix The Inflation It Targets
🔎 At a Glance
🏛️ Market Brief – Fed Hikes Rates
Unsurprisingly, this past week’s market action belonged to the Federal Reserve. On Wednesday, the FOMC delivered its first rate hike since 2023, lifting the fu...
