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April 12, 2018
Loring Ward Q1 2018 Market Commentary

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

Investing / Volatility

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April 3, 2018
Investing vs. Speculating: Cryptocurrencies and Your Portfolio

By Matthew J. Carvalho

This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter.  While many stock markets around the world rose in 2017, truly stratospheric returns came from cryp... Read more

Investing

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February 5, 2018
Putting the Recent Market Volatility in Perspective

By Matthew J. Carvalho

“Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems t... Read more

Behavioral Finance / Investing / Volatility

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January 30, 2018
What Should Investors Make of Bitcoin Mania?

By Matthew J. Carvalho

Unless you have been living in a cave the last few months, chances are you have seen plenty of headlines about Bitcoin and Blockchain technology. With Bitcoin rising in value over 1,000% in 2017,... Read more

Investing

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January 9, 2018
Q4 2017 Market Commentary

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

Investing

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October 26, 2017
“The Bull Market Could Continue Forever”

By Matthew J. Carvalho

This headline1 from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured... Read more

Investing

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October 19, 2017
The Nobel Prize, the NFL and the Guacamole Conundrum

By Matthew J. Carvalho

Judging by the size of the book signing line for Professor Richard Thaler at the CFA (Chartered Financial Analyst) Annual Conference a few months ago, it was clear that he had made an impact. Not... Read more

Behavioral Finance / Investing

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October 11, 2017
Q3 2017 Market Commentary

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

Investing

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October 5, 2017
How Hiking Pikes Peak Is Like Long-term Investing

By Matthew J. Carvalho

Looking up, the top of the mountain didn’t look all that high, this should be a piece of cake. About three hours later, I started to realize that was simply the foothill in front of the real summ... Read more

Investing

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October 2, 2017
Fear the Fed?

By Matthew J. Carvalho

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  “The Fed’s rate hike could cause chaos in markets — and investors may not be ready.” While this coul... Read more

Investing

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