Insights

  • Inflation’s Corrosive Effect On Financial Asset Returns

    Building portfolios with rising rate and inflation contingencies

  • Balanced Portfolios face Greatest Challenge in Decades

    In our quarterly market commentary, advisors are accustomed to seeing sometimes bleak assessments about future stock market growth.

  • Market Update 4/14/22

    After being long US stocks for several weeks we began to move back defensive on Tuesday and finished moving defensive today at the market close.

  • Bull Bear Correlation Study

  • Prepping for a Bear Market

    CEO Phillip Toews discusses “completely new world for investors that they’re not used to” joined by Caroline Woods on Barron's “Market Brief."

  • Market Update 3/28/22

    In early to mid-January we exited US Stocks and High Yield Bonds, and later sold our International stock exposure. Those trades occurred during the early part of a downturn that saw the S&P move into correction territory, while the NASDAQ Composite index briefly moved into a bear market.

  • THE FROG ISN’T JUMPING OUT OF THE BOILING WATER

    The critical difference between GameStop and Amazon is that the GameStop rally was the equivalent of a retail investor Ponzi scheme.

  • Get “S.M.A.R.T.” to Achieve Your Retirement Goals

    As we say a bittersweet goodbye to 2021, we tentatively welcome 2022 with prognostications about what fortunes the new year will bring.

  • Toews Overview

    Toews overview

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