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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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Middle East Military Conflicts And Stocks

By Michael Lebowitz and Lance Roberts | Mar 4, 2026 | Daily Market Commentary
The question for investors is how the Iranian conflict will affect the stock market. The markets’ initial reaction on Sunday was concern as the S&P 500 fell by over 1%, crude oil rose nearly 10%, and precious metals rallied.  Within 12 hours, many of the substantial gains or losses, except oil, were reversed. However, stocks, after closing positively on Monday, opened sharply lower on Tuesday. Such volatility should be expected, esp...
Portfolio Trade Alert – February 24, 2026

Portfolio Trade Alert – February 24, 2026

By Lance Roberts | Feb 24, 2026 | PRO TRADING
Trade Alert - Equity & ETF Models As we will discuss in tomorrow morning's commentary, we are concerned about a short-term market top given the recent bifurcations between defensive stocks (now very overbought) and growth (now very oversold). With that in mind, we have had an overweight equity exposure in p...
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 to