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

'.get_the_title().'

Value or Growth Is Not A Debate, Its An Opportunity

By Michael Lebowitz and Lance Roberts | Feb 6, 2026 | Daily Market Commentary
At the start of 2026, we introduced our Factor Rotation Model. The model summary below was posted in SimpleVis
Portfolio Trade Alert – February 4, 2026

Portfolio Trade Alert – February 4, 2026

By Nick Lane | Feb 4, 2026 | PRO TRADING
Trade Alert - Factor Rotation Model The recent outperformance of value over growth has pushed the relationship to an overbought level. Therefore, it is likely that growth outperforms value in the near term. This relationship triggered a trading signal in our Factor Rotation Model; as a result, we are rebalancing the model to favor growth stocks over value.
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.  
Technology Stocks: Dead Or An Opportunity?

Technology Stocks: Dead Or An Opportunity?

By Lance Roberts | Feb 7, 2026 | PRO NEWSLETTER
🔎 At a Glance Technology Stocks: Dead or an Opportunity Market Brief & Technical Review From Lance’s Desk: The Reflation Narrative – RIA
2-6-26 The Wealth-Health Gap

2-6-26 The Wealth-Health Gap

The Real Investment Show | Feb 06, 2026