Eben Burr - Peace and Growth: The Case for Risk Management

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Eben Burr. Eben Burr is the President of Toews where he helps oversee the culture and direction of the firm which specializes in creating strategies designed with the clients financial and emotional wellbeing in mind. Eben has worked in various capacities at Toews since 2009 and before that in real estate in New York City. Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication. He has a BA in history, studied architecture in Paris, has a master’s degree from Pratt in New York and now lives in Manhattan with his wife, son and lots of guitars.

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?

https://toewscorp.com

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Copy: 0356-OAS-2/7/2023

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