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September 28, 2017
International Investing Rewards Patient Investors

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  What a difference a few months can make. Whether it was Brexit, Grexit, worries about China or “expe... Read more

Investing / Portfolio Management

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June 13, 2017
Markets Reward Long-Term Investors — Most Stocks Don’t

By J. William G. Chettle

This blog is from our June issue of Portfolio Perspectives. The fundamental value proposition of active management is that skilled managers can successfully pick winning stocks (and avoid poor pe... Read more

Investing

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April 6, 2017
Investing for the Future, Not in the Future

By J. William G. Chettle

A version of this article appears in our spring 360 Insights quarterly newsletter.   “I have no doubt that in reality the future will be vastly more surprising than anything I can imagine.”... Read more

Client Ready / Investing

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March 16, 2017
6 Ways We’ve Just Enhanced Loring Ward’s Blog

By J. William G. Chettle

In January of 2014 we introduced our Advisor Insights Blog with the goal of providing financial advisors and their clients with timely and timeless financial education and insights.   Since... Read more

Investing / Marketing

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March 14, 2017
Happy Pi Day (Cherry Pie Included)!

By J. William G. Chettle

In case you are feeling short of things to celebrate, there is always Pi Day – March 14 (3/14).   As you remember from high school math, Pi (Greek letter “π”) is a mathematical symbol repres... Read more

Client Ready / Investing

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March 2, 2017
Why Uncertainty Might Just Be an Investor’s Best Friend

By J. William G. Chettle

This blog is from the March issue of Portfolio Perspectives. With many stock market indices at all-time highs, Washington awash in political turmoil and unsettling news around the globe, many inv... Read more

Investing / Portfolio Management

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February 2, 2017
Stupid Stock Market Tricks: The Super Bowl Indicator

By J. William G. Chettle

As millions of people around the world prepare to watch Super Bowl LI this Sunday, at least some are concerned more about how the outcome may affect their portfolios than the game itself.... Read more

Behavior Management / Client Ready / Portfolio Management

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January 19, 2017
The Future Isn’t What It Used to Be — The Great Predictive Failures of 2016

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. The New York Post headline the day after the 2016 U.S. elections put it best: “Pundits, Polls, Poli... Read more

Behavior Management / Investing

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October 12, 2016
There is Always a Reason to Sell…Unless You Want to Achieve Your Goals

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.   The problem with good advice is that it tends to be boring, especially when it comes to your p... Read more

Client Ready / Portfolio Management / Retirement

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September 28, 2016
Dr. Harry Markowitz Honored by Loring Ward

By J. William G. Chettle

Loring Ward today awarded Dr. Harry Markowitz its Heritage Award at the firm’s National Education Conference in San Diego. Markowitz, best known for winning the Nobel Prize in Economic Sciences i... Read more

Behavioral Finance / Client Ready / Investing / Investment Management / Portfolio Management

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