News & Insights

  • 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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  • New Element of Risk Management Added across Many Toews Equity Portfolios

    Markets Gain Further in Q2 After a 6% rise in the first quarter, the S&P 500 Index gained 3% in the second quarter, putting the markets on course to deliver double digit gains in 2017. Other indices also gained, with the Russell 2000 Small Cap Index gaining 2.5% and the International MSCI EAFE Index moving ahead 6.2% 2. When markets

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  • Best thing/Worst thing Market Accelerates

    Nothing gratifies investment managers or their investors like a climbing stock market. And the stock market did just that in the first quarter of this year. The S&P 500 Index increased 6% over the past three months, building on post-election gains last year. Other indices also gained, with the small cap index trailing the large cap index. The Russell 2000

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  • Animal Spirits Realized after Election

    As we flip the calendar to 2017, we are looking at new opportunities and challenges. Regardless of one’s political views, the US markets are looking favorably on the election results. We have seen a rapid rise in stocks since the morning of November 9th. The sentiment that regulation will be eased to spur business development has done a great deal

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