Search Results for: simple visor

Part 1, Relative Rotation- Unlocking the Hidden Potential, reviews relative rotation strategies on pairs of securities and how understanding and assessing the relationship can help investors better manage their portfolios during bull and bear markets. Part 2 shares valuable tools […]

We suggested last week the market needed to pull back and successfully retest the 50-dma, which would turn that previous resistance into support. That retest occurred on Tuesday in anticipation of the FOMC meeting. On Wednesday, stocks surged higher, with the Nasdaq higher by over 4% as the Fed hiked interest rates by 0.75% as expected. However, the statement that the Fed would manage rates on a meeting-by-meeting basis sent stocks screaming higher.

Simplevisor Admin Alert

We are onboarding SimpleVisor account clients today by buying 1/2 of current model bond holdings and gold.

Simplevisor Admin Alert

We received positive feedback on our double screening in last week’s Five Financials for a Steeper Yield Curve. As such, we think it is helpful to repeat the double screen but do so using pre-existing screens in SimpleVisor and adding […]

Our weekly scan idea comes from a subscriber’s request for a second week in a row. In this case, he is looking for guidance on using the SimpleVisor stock scanning tool to find Value Stocks. We encourage you to send […]

Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary insight can lead to more prosperous financial results.

Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial advisory community stems from the "career risk" they face.