SimpleVisor Makes Relative Rotation Simpler, Part 2
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 […]
What Is A Financial Advisor? Consider These Seven Concepts.
Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary insight can lead to more prosperous financial results.
Career Risk Traps Advisors Into Taking On Excess Risk
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.
Analysts Are Always Bullish For A Simple Reason
It's that time of year when Wall Street analysts start pinning targets for next year's performance of the S&P 500. Unsurprisingly, they are unanimously bullish, but there is a simple reason for that, which we will discuss today.
Financial Advisors Are Trapped By “Career Risk.”
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.
Margins and Valuations Put Stocks at Risk
These days the financial media spends a lot of effort linking the Fed’s future actions with the direction of stocks. The rally since last fall is primarily based on hopes for a Fed pivot. Conversely, the recent decline is blamed […]
Has The Bond Market Already Done The Fed’s Job?
We publish this article hours before the Fed updates monetary policy at its September 16, 2026, FOMC meeting. Prior to its decision, the Fed has kept the Fed Funds rate steady even as inflation runs stubbornly above target. At the […]
Fed Hikes: Then What?
Our title, “Fed Hikes,” is a bit presumptuous, but with Fed Funds futures assigning a 90% chance of a hike this afternoon, it’s likely a done deal. Instead of debating whether the Fed hikes, the more useful question for investors […]
Amodei Says Slow Down: Trump And China Say No
Anthropic CEO Dario Amodei published an essay, “We Must Pace the Frontier,” on his personal website last weekend that is weighing on AI stocks. Amodei argues AI labs need to slow development to manage the risks that come with capabilities […]