NEW YORK, March 6, 2025 /PRNewswire/ — Let’s face it. Financial Advisors spend hours crafting the perfect investment portfolio for their clients. But an unacknowledged reality is that, based on the way advisors communicate with clients regarding their portfolios and how they are built, advisors often can’t stop clients from making unwise investment choices during turbulent markets. Why? Because advisor/investor communications are broken.
It gets worse, says Phillip (Felipe) Toews. “Bad decision making transcends short term errors. Generational trends, like the 14-year stock bear market during the great depression and the THIRTY-SIX year bond bear market fundamentally change investors’ views about an asset class, and presently most advisors would be powerless to manage through them.”
Phillip Toews’ new book, The Behavioral Portfolio gives advisors a modern framework to address both the reality of severe markets and the emotional …
Full story available on Benzinga.com
NEW YORK, March 6, 2025 /PRNewswire/ — Let’s face it. Financial Advisors spend hours crafting the perfect investment portfolio for their clients. But an unacknowledged reality is that, based on the way advisors communicate with clients regarding their portfolios and how they are built, advisors often can’t stop clients from making unwise investment choices during turbulent markets. Why? Because advisor/investor communications are broken.
It gets worse, says Phillip (Felipe) Toews. “Bad decision making transcends short term errors. Generational trends, like the 14-year stock bear market during the great depression and the THIRTY-SIX year bond bear market fundamentally change investors’ views about an asset class, and presently most advisors would be powerless to manage through them.”
Phillip Toews’ new book, The Behavioral Portfolio gives advisors a modern framework to address both the reality of severe markets and the emotional …
Full story available on Benzinga.com
NEW YORK, March 6, 2025 /PRNewswire/ — Let’s face it. Financial Advisors spend hours crafting the perfect investment portfolio for their clients. But an unacknowledged reality is that, based on the way advisors communicate with clients regarding their portfolios and how they are built, advisors often can’t stop clients from making unwise investment choices during turbulent markets. Why? Because advisor/investor communications are broken.
It gets worse, says Phillip (Felipe) Toews. “Bad decision making transcends short term errors. Generational trends, like the 14-year stock bear market during the great depression and the THIRTY-SIX year bond bear market fundamentally change investors’ views about an asset class, and presently most advisors would be powerless to manage through them.”
Phillip Toews’ new book, The Behavioral Portfolio gives advisors a modern framework to address both the reality of severe markets and the emotional …Full story available on Benzinga.com Read MoreAccounting news, Banking/Financial Services, Fintech, issues, Mutual Funds, New Products/Services, Markets, Press Releases Markets
