The economy looks good, the trade war with China is having a minor measurable impact, the market's at an all-time high, why's everyone so nervous? Like the Cold War's mutually assured destruction, the trade war is keeping us stable yet uneasy. More of the same is expected so this is what you should buy today.

Ann and Matt join forces for this Thanksgiving show that is chock full of tasty year-end financial planning topics including retirement plan contributions, tax withholding, capital gains strategies, charitable gifting, and Roth Conversions. They also discuss some financial planning questions everyone should have an answer to.

It's the time of the year when Wall Street rolls out the predictions for next year. Chase looks at a couple of the early entries and what they think the election will mean. Then, he tells you why this stock, one of your favorites, isn't on our "hold for 10 years list". Also, you'll be thanking us for giving you the information on Danaher's dental spin-off. 

Simon discusses how market timing is incredibly difficult to execute successfully. It is just as hard to predict when to sell as it is to know when to reposition. He also talks about the recent pause in the rotation towards value as well as the treachery of conflating political leanings with investment positioning. Simon makes the case for continuing to add LHX and AVGO at current prices/valuations.

Tariffs may not have the impact that investors think, and if the relief that resolutions bring is also underappreciated, we have more upside. Tariffs are affecting impressions more than outcomes, and relief may release a lot of capital.

Simon discusses the recent market rotation into value stocks and whether it is likely to be sustainable. He also identifies four current investor concerns and to what degree they are warranted. He updates the latest news from DIS and talks about CSCO's recent earnings report. Also covered: DIS, ABBV, CSCO, BWA (briefly) 

One of the most often questions at the Wise Investor Group is "How often should I..?"  Financial Planner Greg Smith seeks to answer some of the most often asked questions as to timing intervals for important facets of your financial life.

How often should I... 1) Meet with my estate planning attorney 2) Meet with my property/casualty insurance agent 3) Rebalance my portfolio 4) Meet with my financial planner 5) Meet with my tax preparer 6) Shred statements and tax returns 

There's reason for concern and the market's overall not cheap, but there's plenty of reason to believe we're headed higher. Here are some companies still offering value and solid long term footing.  BWA, DIS, BKNG

Simon discusses how risk profile questionnaires help Wall Street perpetuate "bolier-plate" service models, but are poor substitutes for individualized, customized financial plans. He also shares his thoughts on the latest earnings reports from ABBV, BWA and CVX. 

Simon discusses how all-time stock market highs are not to be feared and how the markets may be anticipating better than the headlines suggest. He also talks about the very flimsy connection between market and economic cycles and how timing is next to impossible. He also explores how "cheap" is not the same as "free" and how having an advisor who adds value is worth the investment. He updates the latest reports from AAPL, BWA, MRK, T and VZ.