Market Update 5/26/23
Read moreComing into the weekend, it appears that negotiators may actually arrive at a debt deal despite all of the acrimonious aspersions being cast hither and dither by all parties.
Toews Asset Management Appoints Cory Kendall as Managing Director of Strategic Partnerships
Read moreThe Former Orion Portfolio Solutions and Pacific Financial Group Sales Executive Brings Valuable Experience and Distribution Capabilities to Support Toews’ Growth
Q1 2023 Quarterly Advisor Broadcast 4/27 at 12pm EDT
Read morePhil Toews, our lead Portfolio Manager and Dan Kullman our Managing Director of Investment Consulting and Research will highlight major themes and concerns impacting investors.
Slow your roll
Read moreWe don’t know yet how the ripple effects of American niche bank failures or an iconic 166 year old Swiss bank failure will affect us. Making sure you are hedged against the myriad risks in the new economy is absolutely essential.
Sneaky Inflation
Read moreInflation in a portfolio is sneaky. Eben Burr, CEO muses on last year’s loss in a 60/40 portfolio and real returns. If you look at a statement with one-year treasuries, you can see the balance increasing, but most people prefer to focus on the line going up rather than doing the simple math to get the real return. (1+NominalRate) ÷ (1+InflationRate)-1.
Orion Post Conference
Read moreIf we don’t nail the soft landing and the intentional recession takes hold, corporate earnings will fall leaving less money to pay down the debt that has accrued during the low-rate feast we have been indulging in.
