Get “S.M.A.R.T.” to Achieve Your Retirement Goals
Read moreAs we say a bittersweet goodbye to 2021, we tentatively welcome 2022 with prognostications about what fortunes the new year will bring.
Inflation drives investors to US stocks
Read moreIt 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
Read moreThough 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
Read moreFor 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
Read moreWednesday’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
Read moreIn 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.
Fear & Greed
Read morePresident Eben Burr explores the ways advisors can understand their clients to build a relationship for financial success instead of harnessing fear and greed using a combination approach of empathy and rationality.
