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June 22, 2017
What Are You Aiming For?

By Matthew J. Carvalho

When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to find any meaningful patterns. The chart here shows the returns on 11 different asset classes since... Read more

Behavioral Finance / Investing

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June 21, 2017
7 Keys to Delivering a Better Client Experience

By Vince Crivello

Financial advice is being transformed by dramatic and far-reaching changes. Advisors face increased regulatory pressures, accelerating technological innovation, fee compression and increased comp... Read more

Practice Management / Retirement

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June 19, 2017
Finance for Normal People

By Meir Statman

This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter, and is an adaptation from Meir Statman’s new book “Finance for Normal People: How Investors and Mar... Read more

Behavioral Finance

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June 13, 2017
Markets Reward Long-Term Investors — Most Stocks Don’t

By J. William G. Chettle

This blog is from our June issue of Portfolio Perspectives. The fundamental value proposition of active management is that skilled managers can successfully pick winning stocks (and avoid poor pe... Read more


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June 6, 2017
Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule

By Chris Stanley

When the U.S. Department of Labor’s (DOL) new fiduciary rule becomes applicable on June 9, 2017, Loring Ward and the advisors with whom we work will become subject to new requirements in order to... Read more

Practice Management

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June 1, 2017
The Cycle of Emotions and Long-term Investing

By Karen Parker

As human beings, we have ingrained tendencies to let our short-term emotions guide our longer-term decisions, such as investing. For example, strong emotions can quickly cause us to misinterpret... Read more

Behavioral Finance

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May 25, 2017
Communicating With Retiring Clients

By Barry LaValley

At its core, the Retirement Advisor approach is really a communications and coaching strategy. It defines the way that you relate to your clients through your value proposition, your discovery pr... Read more


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May 16, 2017
An Open Letter to Generation X

By Heather Hooper

Friends, Our parents are getting older and I personally find it a bit surreal to watch. Being in the field of retirement, I’m surrounded with reminders about the aging process — how it relates to... Read more


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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

Portfolio Management

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May 4, 2017
So You’re Telling Me There’s a Chance

By Matthew J. Carvalho

Every spring those of us in the investment management industry keep our eyes peeled for the Standard & Poors Index vs Active report, basically the industry scorecard for how well active manag... Read more

Portfolio Management

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