Simon discusses the character of the stock market surge since the election and release of positive vaccine-related news. He does suggest short-term caution but notes the significant asset class/sector rotation and change in market leadership from the previous stock market peaks in August. Simon also shares some of the latest positive news flow from DIS, C, STZ, NOC, and LHX. Additional companies mentioned include AAPL, FB, GOOGL, and AMZN.

Simon discusses how near-term market caution is warranted, but things look more promising over the intermediate-term. He then shares some of the most useless, hackneyed financial phrases such as "the market hates uncertainty" and how most provide no value to the investor. It pays to ignore throwaway advice!

On today's Wise Investor Show, Chase looks under the hood of the major stock index at more compelling valuations and tries to make sense of the spin the market put on the vaccine news last week. Stocks mentioned include FTV, GNRC, AMZN, AAPL, C, DIS, NFLX, and IMAX.

David discusses how paying more attention to your employee benefits during open enrollment can provide cost-effective coverage and save you money. He also breaks down the recent economic news and data the group is watching.

Simon discusses how the market voted this week in what was an impressive post-election surge. He talks about sector moves - which might be sustainable and which look more like knee jerk reactions. He argues that divided government is often positive for stocks over intermediate-longer timeframes and this time may not be any different. He also shares highlights from some recent earnings reports including those from the big Technology names. Stocks mentioned on the show include AAPL, GOOGL, AMZN, FB, LHX, NOC, CAT.

We know more each moment but we don't know it all yet. However, the market is responding well to the apparent election outcome of a divided government. Today, we try to move on, looking at recent leading indicators and a special situation in the market.

Simon discusses the current backdrop and encourages investors to not worry too much about events that will run their course in a matter of days or weeks. He looks at the fixed-income landscape and highlights senior loans and preferred stocks as attractive asset classes to consider in a low-yield environment. He reviews the recent earnings reports from LH and CAT and makes the case for owning at these levels.

Normally analysts are fed guidance by companies and see few surprises. This year, they have to guess for themselves and that creates opportunities in the unknown. On today's podcast, we look at such situations and the quarterly results from some of our names (GNRC and LH).

What challenges and opportunities await the children and grandchildren of our clients? When should younger investors start planning for the future? Our next-generation advisor, Nick Sorden, describes ways to break through the emotional barriers to investing and identifies the importance of developing a strategy for your financial future.

Stocks in most presidential election cycles are more accurate forecasters of outcomes than traditional polling. Simon discusses the mixed signals the markets are sending this time around and how to reconcile. He also updates on the latest happenings with WIG portfolio holdings C, JPM, STZ, and MCD.