Addressing Investor Behavior Biases
One of the key tasks for financial advisors is to help clients avoid behavioral biases which may impact their ability to reach long-term objectives, or which could lead to a loss of wealth. Behav... Read more
Loring Ward’s Framework for Performance Measurement and Monitoring
The Loring Ward Investment Committee’s performance monitoring process allows the Investment Committee and Advisors to understand the drivers of performance for our model portfolios. To evaluate t... Read more
Optimism Bias Can Ruin Your Financial Life and Portfolio
Economist, actor and author Ben Stein provides a blueprint for many of the mistakes investors make in his book, “How to Really Ruin Your Financial Life and Portfolio.” Rather than dissuading inve... Read more
How the Monte Carlo Simulation Tool Can Help Your Clients Through Turbulent Markets
Stock returns over the last quarter have been pretty volatile. Small cap stocks, both domestically and internationally, experienced some relatively large losses over the last quarter, with return... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...
- Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule When the U.S. Department of Labor’s (DOL) new fiduciary...
- It’s Always a Good Time to Talk About Risk and Volatility In the 68 trading days in the U.S. stock market from 11...