In today’s episode, we discuss the major headwinds impacting the market landscape in 2021, investing in fixed income today and risk management strategies. We also discuss how advisors can utilize behavioral finance to build client relationships and help navigate market uncertainty along with the practical implication of both strategies. Guest: Felipe Toews, Founder and CEO of Toews Asset Management.

Show Notes:

IWI White Paper: New Investor Research by Investments & Wealth Institute and Toews Asset Management Provides Unique Insights into Investors’ Behavior and Perception Under Extraordinary Market Conditions.

Behavioral Investing Institute website.

Past Episode: Episode 53: The Orion Due Diligence Process | Guest: Phil Toews, Toews Corp

0217-OAS-01/25/2021

Felipe Toews of Toews Asset Management - The Behavioral Portfolio Design