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().'

US Energy Efficiency: We Have Come A Long Way

By Michael Lebowitz and Lance Roberts | Jul 13, 2026 | Daily Market Commentary
The graph below paints a very interesting picture of US energy efficiency and a key structural economic change in this country. For roughly 25 years after WWII, the US economy’s crude oil consumption nearly tripled. Feeding the growth were a booming post-war economy and strong population growth. To put consumption in a different context, the graph shows consumption as a ratio to a dollar of real GDP, on a per c...
Portfolio Trade Alert – June 29, 2026

Portfolio Trade Alert – June 29, 2026

By Lance Roberts | Jun 29, 2026 | PRO TRADING
Trade Alert - Equity Model Only Last week, we shifted the Sector and Factor Rotation model toward growth from value. This was in response to our rotation model, which now favors growth over value. The trigger was expected, as large-cap mega-growth stocks have been among the biggest laggards this month.
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.  
Big Bank Earnings Kick Off Earnings Season

Big Bank Earnings Kick Off Earnings Season

By Lance Roberts | Jul 11, 2026 | PRO NEWSLETTER
🔎 At a Glance 🏛️ Market Brief – Mega-Cap Tech Retakes The Lead The tape flipped its script this week. As we noted two weeks ago, we rotated back to the mega-cap growth stocks. Since then, the mega-cap comple...