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August 17, 2017
Sam Savage and the “Flaw of Averages”

By Payel Farasat

“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

Behavior Management / Portfolio Management

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March 28, 2017
Premiums Can Appear, Disappear and Reappear Quickly

By Payel Farasat

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

Investing / Portfolio Management

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March 7, 2017
It’s Always a Good Time to Talk About Risk and Volatility

By Payel Farasat

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

Behavior Management / Portfolio Management

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January 26, 2017
Q4 2016 Investment Committee Briefing

By Payel Farasat

Without question the biggest story of the fourth quarter, in fact all of 2016, was the U.S. presidential election. Regardless of your political leaning, it is a fair bet that market performance d... Read more

Client Ready / Portfolio Management

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October 18, 2016
Do All-Time Highs Mean Overvalued Markets?

By Payel Farasat

Stock Market Performance in the Periods Following All-Time Record Highs   This is the second in a two-part blog of our Quarterly Investment Committee Briefing.   On August 15, several o... Read more

Client Ready / Investing / Portfolio Management

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October 17, 2016
Q3 Investment Committee Briefing

By Payel Farasat

This is the first in a two-part blog of our Quarterly Investment Committee Briefing.   So far this year, one of the big stories in global markets was the surprise Brexit vote in the third we... Read more

Client Ready / Investing / Portfolio Management

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October 6, 2016
Invest for the Long Term

By Payel Farasat

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.   This is the last article of a four-part series to help you understand our investment approach... Read more

Behavior Management / Client Ready / Portfolio Management

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August 24, 2016
Flip a Coin and Learn About Your Portfolio

By Payel Farasat

This blog is from the August issue of Portfolio Perspectives.   Even if you don’t consider yourself much of a gambler, you probably can answer this question correctly: Are you likely to lose... Read more

Client Ready / Investing / Portfolio Management

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July 11, 2016
Investment Committee Briefing – Q2 2016: Understanding the Role of REITs in Your Portfolio

By Payel Farasat

The story of the U.S. stock markets this year has been fairly straightforward. Stocks slid lower at the start of the year, fueled by concerns over the falling price of oil. By mid-February, howev... Read more

Client Ready / Portfolio Management

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June 28, 2016
4 Ways to Help Manage Risks

By Payel Farasat

This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. This is the third article of a four-part series to help you understand our investment approach — an... Read more

Investing

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