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June 7, 2018
Why Rebalancing Your Portfolio Matters

By Loring Ward Team

Rebalancing your portfolio is an important step that many people neglect when they try to manage their own investments. Rebalancing helps keep your portfolio allocated in line with your desired m... Read more

Investing

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March 15, 2018
The Perils of Trying to Avoid the Worst Days in the Stock Market

By Loring Ward Team

Financial markets ebb and flow, and although it is natural to feel excited when stock markets do well and concerned when stock markets drop, it’s not usually a good idea to let those emotions dic... Read more

Investing

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February 15, 2018
3 Common Investing Mistakes and How To Avoid Them

By Loring Ward Team

Information about how investors really make decisions is being researched all the time. However, work in the field of behavioral finance — some of which has won the Nobel Prize in economics — has... Read more

Behavioral Finance / Investing

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December 14, 2017
5 Things for Financial Advisors to Talk About at Year End

By Loring Ward Team

It may be the most wonderful time of the year, but for financial advisors, it is also one of the busiest times of the year. While you are in the process of meeting with your clients to review imp... Read more

Financial Planning / Investing / Practice Management

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November 21, 2017
10 Inspiring Quotes About Gratitude

By Loring Ward Team

Let us be grateful to people who make us happy; they are the charming gardeners who make our souls blossom. – Marcel Proust We can only be said to be alive in those moments when our hearts are co... Read more

Practice Management

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November 16, 2017
Not Your Same Old Sweet Potatoes

By Loring Ward Team

It has become a tradition at Loring Ward to share an employee’s favorite Thanksgiving recipe each year. (Have you tried these? Pumpkin Chiffon Pie, Tandoori Turkey, Corn Pudding.) If sweet potato... Read more

Practice Management

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June 1, 2017
The Cycle of Emotions and Long-term Investing

By Loring Ward Team

As human beings, we have ingrained tendencies to let our short-term emotions guide our longer-term decisions, such as investing. For example, strong emotions can quickly cause us to misinterpret... Read more

Behavioral Finance

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July 29, 2015
Your Clients are Someone Else’s Prospects

By Loring Ward Team

Knock, knock. Who’s there? Someone soliciting your plan sponsor clients… For advisors with current retirement plan relationships on the books, regardless of the providers you’ve chosen to use, co... Read more

Retirement

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