Answers to Frequently Asked Advisor Questions, Part Two
This is the second in a two-part series. Read Part One. In our ongoing conversations with financial advisors, we often hear similar questions about our investment philosophy, how we build portfol... Read more
Sam Savage and the “Flaw of Averages”
“Plans based on average assumptions are wrong on average.” – Dr. Sam L. Savage It is my pleasure to announce that the Portfolio Strategy & Research (PSR) team at Loring Ward has created an in... Read more
Premiums Can Appear, Disappear and Reappear Quickly
This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter. Weather — a topic everyone likes to talk about and few seem to be able to predict accurately... Read more
It’s Always a Good Time to Talk About Risk and Volatility
In the 68 trading days in the U.S. stock market from 11/11/16 to 2/17/17, the Dow Jones Industrial Average (DJIA) set new all-time high records on 26 of those days. In the last seven consecutive... 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...