Episode description
Tune in to hear:
- Why did Eben’s company Toews create the holiday “ National Investment Risk Management Day?”
- What are some of Eben’s candidates for the worst investment ideas of the year?
- How can we be open to innovation and progress without becoming too easy to fool?
- For folks who did “everything right” last year, they still had a really tough year - how can we convince people to engage in prudent risk management behaviors when you are still going to take a hit sometimes regardless of doing the right thing?
- How can investors be thoughtful about managing risk once they have the basics of a diversified portfolio covered?
- Toews has a yearly survey that compares advisor and end investor perceptions across a couple market realities - where are they finding that advisors and clients seeing eye to eye and where do they see things differently?
- What would Eben council advisors do differently based on the findings of the above study?
Compliance Code: 0363-OAS-2/8/2023
Copy: 0356-OAS-2/7/2023