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August 1, 2017
Addressing Investor Behavior Biases

By Jerrod L. Foster

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

Behavioral Finance / Investing

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March 15, 2016
A Closer Look at the Value Premium

By Jerrod L. Foster

There have been 164 one-year rolling time periods with a negative international value premium since 1972; however, a positive international value premium occurred 65.90% of the time. We see a les... Read more

Investing / Portfolio Management

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March 8, 2016
A Closer Look at the Small Premium

By Jerrod L. Foster

This blog is the third in a four-part series on factors of return. Here are links to the first two blogs: Evaluating Factors of Expected Return and A Closer Look at the Market Premium.   A r... Read more

Portfolio Management

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February 26, 2016
A Closer Look at the Market Premium

By Jerrod L. Foster

Source: Morningstar Direct 2016, DFA Returns. 2.0 2016; US Market Premium is defined as the return on the US Market Asset Class minus the return on the One-Month T-Bill. The US Market Asset Class... Read more

Portfolio Management

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February 17, 2016
Evaluating Factors of Expected Return

By Jerrod L. Foster

This blog is the first in a four-part series on factors of return.   Research has identified approximately 316 new factors in the academic literature from 1964 through 20131, so how can we b... Read more

Portfolio Management

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January 21, 2016
2015 Performance Review

By Jerrod L. Foster

Concerns about Greece exiting from the European Union, China’s economic slowdown and volatility in its financial markets, and Puerto Rico’s debt “death spiral” permeated financial markets through... Read more

Portfolio Management

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December 8, 2015
Loring Ward’s Framework for Performance Measurement and Monitoring

By Jerrod L. Foster

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

Portfolio Management

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November 18, 2015
How High Costs Detract from Performance

By Jerrod L. Foster

Active Funds Outperforming the Equal-Weighted Average Passively Managed Fund in Each Category (%)   Morningstar recently released their Active/Passive Barometer1, a semiannual report which c... Read more

Portfolio Management

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October 13, 2015
Optimism Bias Can Ruin Your Financial Life and Portfolio

By Jerrod L. Foster

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

Behavioral Finance

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October 20, 2014
How the Monte Carlo Simulation Tool Can Help Your Clients Through Turbulent Markets

By Jerrod L. Foster

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

Portfolio Management

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