By Jonathan Scheid, CFA, AIF

U.S. stocks were one of the best performing markets in the third quarter. During the quarter, we saw two impressive milestones occur in U.S. stocks: First, Apple, Inc. became the first $1 trillio... Read more

Investing

By Jonathan Scheid, CFA, AIF

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing

By Jonathan Scheid, CFA, AIF

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.   A significant amount of planning and research goes into managing a person’s wealth. Your Finan... Read more

Investing

By Jonathan Scheid, CFA, AIF

The topic of trade has been in the headlines this year because the Trump administration is trying to revise a number of trade relationships. While the media has been quick to label this a trade w... Read more

Investing

By Jonathan Scheid, CFA, AIF

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing

By Jonathan Scheid, CFA, AIF

Another National Basketball Association (NBA) season is in the books and it concluded with the same two teams meeting up in The Finals as the prior three years. The Golden State Warriors defeated... Read more

Investing