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SimpleVisorTM Insights is where the RIA Professionals post their latest thoughts, commentary and analysis to keep you ahead of ever changing markets. Find our latest commentary and videos below. All of our past articles and videos are archived in each of the links above.

Latest Posts

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Fed Challenges: Bill Dudley’s Take On 2026

By Michael Lebowitz and Lance Roberts | Jan 8, 2026 | Daily Market Commentary
Bill Dudley, a respected economist and President of the New York Fed during the Financial Crisis, penned a
Portfolio Trade Alert – January 2, 2026

Portfolio Trade Alert – January 2, 2026

By Nick Lane | Jan 7, 2026 | PRO TRADING
**New Model** Trade Alert - SV Core Factor Rotation Portfolio We launched a new model on January 2nd called the Factor Rotation Model. Historically, the performance of value and growth factors relative to the S&P 500 exhibits a strong negative correlation. Michael Lebowitz provided an overview of this concept in his piece:
Friday Favorites: Snowflake (SNOW)

Friday Favorites: Snowflake (SNOW)

By Michael Lebowitz | Dec 20, 2024 | PRO BLOG
Snow is a data storage platform that allows its clients access to data and analysis of their data from the cloud. SNOW shares have been up about 50% over the last few weeks on strong sales and an optimistic outlook, as reflected in its most recent earnings report. However, despite the robust performance, it is still slightly lower for the year and well below its peak in late 2021.  
Market Outlook For 2026 – RIA

Market Outlook For 2026 – RIA

By Lance Roberts | Jan 3, 2026 | PRO NEWSLETTER
🔎 At a Glance 💬 Don’t Miss Our Upcoming “Live & In Person” Summit Our 2026 Summit is a limited-seating event, so
1-7-25 Live Chat Q&A - Ask Us Anything!

1-7-25 Live Chat Q&A - Ask Us Anything!

The Real Investment Show | Jan 07, 2026