Simon comments on the current state of the market and how a stealth bear market has already unfolded for much of the S&P 500. He transitions to talk about so-called "free" investment management as well as high-priced boutique platforms. Most of the time, neither provide what is promised in terms of fee transparency or return. Professional advice is very valuable but investors should know exactly what they are paying for.

On this week's show, the Wise Investor Group discusses some of the things one typically hears and reads every time the market turns down and how it is important to not get distracted from the long-term investment plan. They talk about how volatility in stock prices also distracts investors from understanding the underlying businesses. Finally, the group focuses on what is going on the latest from BRKB, CVX, SBUX, DWDP and AAPL. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

This week on the Wise Investor Show, the conditions are set for the market to clear out the dead brush and start the 4th quarter rally. Risks are elevated but valuations and the business climate are compelling. We're likely to see a few catalysts on political scene the can lead us to a strong finish in 2018.

This week on the Wise Investor Show, Required Minimum Distributions: How they work and strategies for getting your money out of your IRA accounts, the when's and how's of taking out your Required Minimum distribution matters. The Wise Investor Group gives you a brief history on RMDs, how they work, and several strategies for taking out the money to be in compliance and maximize tax-deferred compounding. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

This week on the Wise Investor Show, October's the most volatile month of the year for the markets. This year did not disappoint. However, while pundits and analysts debate global growth, now may be a great time to consider some very cheap cyclical businesses. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week's show, the Wise Investor Group discusses how changes at the margins matter more to the markets in the short-term than absolutes. Investors are selling stocks anticipating a deceleration in global growth and corporate earnings that may be more severe than what is actually likely to unfold. Bargains are emerging now that the average stock in the S&P 500 is off over 20% from 52-week highs. They make the case for ABB, NOC and SHW, all of which have sold off after their third quarter earnings reports. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week's show, the Wise Investor Group examines the current treacherous market backdrop. In particular, they look at the relationship between earnings, valuation multiples and stock prices and how some recalibration may be necessary to preserve a margin of safety. They also examine how stock selloffs are not reliable predictors of recessions. WIG then examines the short-term and long-term risks of bonds and how they are much different from stocks. Finally, the group provides updates on VZ, NOC and CE. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

On this week's show, the Wise Investor Group puts some perspective on the recent markets but looking at what's really happening. Overall, it's not that dramatic, if you bought into the hot stuff, you're getting burnt. The Group takes a look at areas that could hold up better and pay the investors if the markets suffer for longer. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.

Fed, stocks, bonds, value, growth, income, bond, yield, return, asset, rate, dividend, fixed income, earnings, tax, Citigroup Inc (C), Goldman Sachs Group Inc (GS).

On this week's show, the Wise Investor Group looks at what it means to be a trustee. In particular, the adherence to specific fiduciary duties and responsibilities including: 1. Duty to Administer Trust by Its Terms 2. Duty of Skill and Care 3. Duty to Provide Notices 4. Duty to Furnish Information and to Communicate 5. Duty to Account 6. Duty Not to Delegate 7. Duty of Loyalty 8. Duty to Avoid Conflict of Interest 9. Duty to Segregate Trust Property 10. Duty of Impartiality 11. Duty to Invest 12. Duty of Confidentiality To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.