Reconciling FOMO and FOBI – Toews – 1.26.22

Summary:

Now On Demand Investors may feel compelled to add risk in a time when markets are more perilously priced than they have been in over a decade. Phil Toews and Dan Kullman will share important insights to help you address the contingencies of falling assets without being forced into a high-stakes portfolio choice between FOBI (Fear of Being In) or FOMO (Fear of Missing Out).

Topics to be discussed:

• Avoiding a lost decade similar to post internet bubble
• Economic data as a predictor of markets
• Portfolio design for multiple markets scenarios
• Reconciling investor expectations between FOMO and FOBI
• Strategies that transcend buffer ETFs

Speakers:

Phillip Toews is the founder, CEO, and a Portfolio Manager at Toews Asset Management. Founded in 1994, Toews Asset Management is a rapidly growing $2.3 Billion AUM, NYC Based, SEC Registered Investment Advisory Firm. Our suite of investment strategies uses multi-layered hedging in order to provide financial advisors with a means to offer to their investors’ access to a broad range of asset classes while attempting to address the effects of severe market dislocations. Phillip is also the founder of Toews’ Behavioral Investing Institute, a program devoted to helping advisors attempt to manage investor behavior through market challenges.

Dan’s primary responsibility is ensuring that Toews advisor base is well informed regarding Toews strategies, the underlying investment process, and the optimization of their portfolio blends. Dan also oversees Toews Behavioral Investing Institute where he has been instrumental in translating behavioral investing theory into practical tools and processes for the advisory community.