News & Insights

  • US Joins Global Equities in Downturn

    Throughout much of the third quarter global equities declined in unison with one exception: U.S Stocks. For the week of October 10, US equities joined in to show losses across virtually every sector. Through October 15, European stocks were down down 4.9% for the year. Japan had lost .6%, with China and the broader emerging markets index down 20% and

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  • Advisors Capitulate in the Face of Rising Markets

    In 1999, after one of the biggest bull markets of the century, advisors seemingly abandoned caution. Despite their stratospheric valuations, assets flowed into growth and technology stocks and out of risk-managed and value funds. Investors who earned only 20% likely complained wildly to their advisors that they had only captured a fraction of the Nasdaq Composite return which gained over

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  • Toews Seeks Finance Sales And Marketing Support

    Toews, an asset manager and leader in coaching financial advisors about behavioral finance, seeks full-time sales and marketing support in our New York City office. Our behavioral coaches lead workshops and coach advisors across the U.S. You’ll work closely with coaches on scheduling, follow-up, and marketing workshops. You’ll join the Toews team in our loft-like office near the Flatiron Building,

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  • Dan Kullman, Toews Behavioral Architect

    Toews Behavioral Portfolio Design Workshop Rolls into Bellevue, WA

    It was a beautiful day in the Pacific Northwest, Mount Rainier clear and imposing as advisors from as far away as Fairbanks, Alaska gathered for lunch and a presentation from Toews own Behavioral Economics Architect, Dan Kullman. Dan was in Bellevue, Washington, to present the latest Toews Behavioral Portfolio Design™ Workshop. Dan was clear that although Toews currently manages $1.8

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  • Behavioral finance Toews Corp

    Toews in Financial Advisor IQ: There’s No Taking Emotions Out of Money

    Phil Toews, CEO of Toews Corp, discusses the benefits of behavioral finance coaching for advisors in the Financial Advisor IQ story FAs Take Cues from Richard Thaler: There’s No Taking Emotions Out of Money.  Excerpt from the story: In Toews’ view, getting his help and doing the work with clients now is less trouble than waiting for the next market

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  • Managing Clients During Market Volatility   

    Whether the market correction was caused by fear of inflation or high interest rates, a program trading glitch, or mass psychology, clients who have a behavioral coach can take heart. This is precisely the sort of event that advisors steeped in behavioral finance can weather because they’re prepared. The 600+ advisors who have been through our Behavioral Portfolio Design™ workshops

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  • Reverse-Think your Portfolio to Target Success in 2018

    In April of 2009, days from the bottom of the 2nd worst stock decline in the past 100 years, we wrote in this commentary that it was “a good time to invest in stocks due to their bargain prices.” The commentary went on to argue the case that stocks were poised to rally strongly ahead. I got a call from

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  • Are You Vulnerable to Market Biases?

    Ask yourself this question: How do I feel about the stock market (or high yield bond market)? Do I feel 1) optimistic and comfortable, 2) anxious and guarded, or 3) pessimistic and fearful? The response that most give to this question varies based on what is happening or has just happened in the economy and the financial markets. Optimism and

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