News & Insights

  • 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.

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  • 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.

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  • 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

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  • 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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  • Fear & Greed

    President 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.

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  • ARE MARKETS POISED FOR A CRASH?

    Investing can be like walking through a dense forest with no map, and no ability to see the sun. Trees and landmarks, all that we can see, collectively obscure the path ahead. Only by ascending above the tree line can one get an understanding of the broader landscape. When investing, each factoid (unemployment, GDP, earnings, interest rates) provides what feels

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  • Environment Ripe for Market Rout Time Sensitive Opportunity to Attempt to De-Risk

    Losses have accelerated and broken through technical resistance, suggesting that the seasonably unfavorable months of September and October may delver a potentially large correction.  These losses are mounting at the same time that the FED is considering removing maximum accommodation. A key behavioral riddle to be understood is that the market doesn’t always correlate with the economy.  Last year, when

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  • Bubble and Market Crises

    Building Portfolios and Practice Communications to Address Market Bubble Crisis

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