Featured Links
Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.
- 3/25/2020 Toews Managing Director Market Update - Dear Friends and Clients, During our daily whole-team meeting today we decided it was worth having one of our money managers share some thoughts with you about how their strategy might contribute to a well-diversified portfolio. Some of you already own this manger (Toews) and some do not. We do not hold them out as a manager that every client needs to own, as we have other managers who implement similar practices with slight variations. We do want to at least make sure you know that these sorts of strategies are part of our mix and they are available for more defensive positions or for clients currently taking income. Please take 10 minutes to watch the short video and feel free to reach out to us if you have any questions or comments.
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