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August 10, 2017
Can You Earn 19% a Year?

By Matthew J. Carvalho

While 19% seems like an outlandish return, recent research1 found that if you bought the 10 stocks most underweight by actively managed funds and sold the 10 stocks which were most overweight, yo... Read more

Investing / Portfolio Management

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June 22, 2017
What Are You Aiming For?

By Matthew J. Carvalho

This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to fin... Read more

Behavioral Finance / Investing

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May 4, 2017
So You’re Telling Me There’s a Chance

By Matthew J. Carvalho

Every spring those of us in the investment management industry keep our eyes peeled for the Standard & Poors Index vs Active report, basically the industry scorecard for how well active manag... Read more

Portfolio Management

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May 2, 2017
High Valuations Got You Down?

By Matthew J. Carvalho

Much research has been done on stock valuations, and historically buying into the market at lower valuations has seen higher returns than when buying in at higher valuations. However, the data is... Read more

Investing / Portfolio Management

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April 11, 2017
Loring Ward Market Commentary Q1 2017

By Matthew J. Carvalho

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

Investment Management / Portfolio Management

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January 12, 2017
2016: The Most Typical Year Nobody Saw Coming

By Matthew J. Carvalho

“It’s the 2008 Crisis all over again,” “Prepare for stocks to fall another 10%,” “World Economy Trapped in a ‘Death Spiral,’ ” “Sell Everything”1 — these were the loudest sentiments we heard from... Read more

Investing

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January 10, 2017
Did You Earn 40% in 2016?

By Matthew J. Carvalho

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. That sounds like a crazy question, right? CDs, savings accounts and many bonds are paying next to n... Read more

Client Ready / Portfolio Management

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November 3, 2016
What Happened Last Quarter… and Why Does it Matter?

By Matthew J. Carvalho

Source: Chart sourced from How The Election Will Really Affect Your Investments, Money magazine, June 22, 2016. Returns from Morningstar Direct 2016 returns represent S&P 500 annual total ret... Read more

Client Ready / Investing / Portfolio Management

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July 26, 2016
Would you go to Pfizer for a Physical?

By Matthew J. Carvalho

Soon I will have my dreaded annual appointment with my doctor. There is a high chance she will make me go through at least one uncomfortable test, tell me to take it easier on my knees by doing f... Read more

Client Ready / Portfolio Management

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June 22, 2016
Is the Potential for Tax-Exempt Yield Really Worth the Risk?

By Matthew J. Carvalho

This article will be featured in the summer edition of our 360 Insights Quarterly Client Newsletter.   In a recent period of low stock market returns, low interest rates and low economic gro... Read more

Portfolio Management

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