Loring Ward Q1 2018 Market Commentary
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 vs. Speculating: Cryptocurrencies and Your Portfolio
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
Putting the Recent Market Volatility in Perspective
“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
What Should Investors Make of Bitcoin Mania?
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
The Nobel Prize, the NFL and the Guacamole Conundrum
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
How Hiking Pikes Peak Is Like Long-term Investing
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
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...
- Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule When the U.S. Department of Labor’s (DOL) new fiduciary...
- It’s Always a Good Time to Talk About Risk and Volatility In the 68 trading days in the U.S. stock market from 11...