Why Combining Factor Premiums Makes Sense
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
Should We Keep the Faith in Factor Premiums?
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
6-Minute Video Puts Last Quarter’s Volatility in Perspective
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
Investors: Beware the Gambler’s Fallacy
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
What if Rip Van Winkle Invested in the U.S. Stock Market?
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
Putting All Your Eggs in Many Baskets — The Power of Diversification
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
3 Reasons Investors Should Update Their Investment Policy Statement
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
Follow a Forecaster or Flip a Coin?
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
- 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...
- Hindsight is Clearer Than Foresight This article is featured in the winter edition of our 3...
- 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...