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November 29, 2018
Why Combining Factor Premiums Makes Sense

By Sheldon P. McFarland

In a recent blog post we showed that the value, small cap, and profitability factor premiums can turn negative for extended periods of time. In that discussion we focused on individual factor pre... Read more

Investing

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November 16, 2018
Should We Keep the Faith in Factor Premiums?

By Sheldon P. McFarland

It’s no secret that a key aspect of Loring Ward’s portfolio management effort is capturing value, small cap, and profitability factor premiums for our clients. It’s also no secret that some of th... Read more

Investing

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May 15, 2018
6-Minute Video Puts Last Quarter’s Volatility in Perspective

By Sheldon P. McFarland

If I could use only one word to describe the first quarter of 2018 it would be volatility. Many of us saw headlines discussing the largest point drops ever for the Dow Jones Industrial Average on... Read more

Investing

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August 28, 2017
Investors: Beware the Gambler’s Fallacy

By Sheldon P. McFarland

This blog is from our August issue of Portfolio Perspectives.  When you look at the annual returns for the S&P 500 index for the past eight years as displayed in the table below, what do you... Read more

Behavioral Finance / Investing

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July 25, 2017
What if Rip Van Winkle Invested in the U.S. Stock Market?

By Sheldon P. McFarland

This is an updated version of our August 2014 Portfolio Perspectives. Nearly 200 years ago, the American short story “Rip Van Winkle” became an instant classic. The main character, Rip, is a simp... Read more

Behavioral Finance / Investing

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May 11, 2017
Putting All Your Eggs in Many Baskets — The Power of Diversification

By Sheldon P. McFarland

This blog is from our May issue of Portfolio Perspectives.   “Don’t put all of your eggs in one basket.”   You’ve probably heard this old saying used on more than one occasion to emphas... Read more

Investing

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April 13, 2017
How Skydiving Can Help Explain Investment Risk

By Sheldon P. McFarland

This blog is from the April issue of Portfolio Perspectives.   What can skydiving teach us about investing? It teaches about risk and reward, and can give you a perspective on risk that may... Read more

Investing

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February 14, 2017
3 Reasons Investors Should Update Their Investment Policy Statement

By Sheldon P. McFarland

Just as regular health checkups with a qualified physician are an important proactive step to maintaining your physical health, regular financial checkups with an experienced financial advisor... Read more

Investing

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December 15, 2016
Follow a Forecaster or Flip a Coin?

By Sheldon P. McFarland

This blog was originally published in December, 2014 Do you have a favorite forecaster? If so, when is the last time you checked his or her track record? You probably should because research exis... Read more

Behavioral Finance / Investing

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September 20, 2016
Could You Be Your Own Worst Enemy?

By Sheldon P. McFarland

This blog is from the September issue of Portfolio Perspectives.   “The investor’s chief problem — and even his worst enemy — is likely to be himself.”   — Benjamin Graham, The Intellig... Read more

Behavioral Finance

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