Insights

  • 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

  • Inflation drives investors to US stocks

    It seems impossible to escape inflation nowadays, and Thanksgiving this year is set to hit Americans’ wallets harder as they fork over more to pay for their favorite feast of fowl. In this latest S&P Global Market Intelligence article, Toews CEO and Portfolio Manager Phil Toews explains how he thinks stocks have become a powerful hedge against inflation in today’s

  • Cheddar News’ Closing Bell

    Though they’ve fallen a bit, stocks closed near session highs on Friday even as hot inflation data perpetuated concerns and prices at the pump hit US consumers in their wallets. CEO and Portfolio Manager Phillip Toews joined Cheddar News’ Closing Bell to discuss the latest in market happenings—from oil to crypto—and how investors could hedge to position their portfolios under today’s conditions.

  • Daily Volatility

    For the modern investor, speed and efficiency are top of mind. But with new technology allowing investments to be nearly instantaneous, there is more room for daily market volatility.

  • Inflation Creates Paradigm Shift for Advisors

    Wednesday’s inflation print is further confirmation that inflation is here, it’s real, and it’s likely to continue at least into 2022. The ramifications of this are not fully grasped by most. But historical precedent gives solid clues about how this this may play out. Given the vulnerability of both core asset classes, advisors should not ignore clear signals. The FED

  • Narrative Of Economics

    In today’s world, with sources of information coming from all directions, it can be a bit overwhelming. We tend to latch on to the simple things—even if those things aren’t true—to help us understand our situation.

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