Video

  • CalMar Ratio

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  • Boring Fed Meeting

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  • Commercial Real Estate

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  • Anxiety Adjustments

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  • Inside ETF Conference

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  • Age of Crisis

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  • Debt Ceiling Theater

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  • Slow your roll

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    We don’t know yet how the ripple effects of American niche bank failures or an iconic 166 year old Swiss…

  • Sneaky Inflation

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    Inflation in a portfolio is sneaky. Eben Burr, CEO muses on last year’s loss in a 60/40 portfolio and real…

  • Orion Post Conference

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    If we don’t nail the soft landing and the intentional recession takes hold, corporate earnings will fall leaving less money…

  • New Paradigm

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    If we don’t nail the soft landing and the intentional recession takes hold, corporate earnings will fall leaving less money…

  • Cash Management

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    While the most predicted recession looms, we look for opportunities in every market. If the Fed finally Pivots, certain positions…

  • Employment

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    Just one of the many sticking points to the Fed’s plan is the labor market. No one in their right…

  • IWI Study

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    How can advisors help investors worry less and feel more secure? The most unsettling information uncovered in the IWI study…

  • National Risk

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    Over the past few years we have witnessed the propensity of investors to fund even the most absurd investment ideas…

  • Buybacks

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    As debt becomes more expensive due to higher borrowing costs and a new 1% excise tax on buybacks, will funding…

  • Toews Overview

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    Toews overview

  • Daily Volatility

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    For the modern investor, speed and efficiency are top of mind. But with new technology allowing investments to be nearly…

  • Narrative Of Economics

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    In today’s world, with sources of information coming from all directions, it can be a bit overwhelming. We tend to…

  • Fear & Greed

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    President Eben Burr explores the ways advisors can understand their clients to build a relationship for financial success instead of…

  • Bubble and Market Crises

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    Building Portfolios and Practice Communications to Address Market Bubble Crisis

  • Crypto World

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    Our CEO Phillip Toews and President Eben Burr share their thoughts on the cryptocurrency craze and how advisors and investors…

  • Toews Inflation Video

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    We believe there has been a rising unease surrounding inflation and the potential negative impact this could have on markets.…

  • Boom-Boom Cycle

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    We believe investors are now witnessing a new "boom-boom cycle". Watch as CEO Phil Toews and President Eben Burr discuss…