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July 18, 2018
4 Charts Every Investor Should Know. #4: Stop Changing Lanes

By Loring Ward Team

This is the final blog in a four-part series from our summer issue of 360 Insights. Read the other blogs in this series: Let Markets Work for You, Stay on Track with Diversification, Own Great Co... Read more

Investing

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July 13, 2018
4 Charts Every Investor Should Know. #3: Own Great Companies Around the World

By Loring Ward Team

This is the third blog in a four-part series from our summer issue of 360 Insights. Read the first and second blogs in this series. Sometimes a picture really can make things easier to understand... Read more

Investing

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July 10, 2018
Loring Ward Q2 2018 Market Commentary

By Jonathan Scheid, CFA, AIF

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing

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July 5, 2018
4 Charts Every Investor Should Know. #2: Stay on Track with Diversification

By Loring Ward Team

This is the second blog in a four-part series from our summer issue of 360 Insights. Read the first blog. Sometimes a picture really can make things easier to understand. Many of the important id... Read more

Investing

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June 28, 2018
Should a Financial Plan Really Be Boiled Down to an Index Card of Advice?

By Michael Kitces

Historically, getting paid for financial planning – not just to implement the recommendations, but for “The Plan” itself – meant producing a voluminous physical financial plan for which the advis... Read more

Practice Management

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June 26, 2018
4 Charts Every Investor Should Know. #1: Let Markets Work For You

By Loring Ward Team

This is the first blog in a four-part series from our summer issue of 360 Insights. Sometimes a picture really can make things easier to understand. Many of the important ideas and concepts you n... Read more

Investing

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June 20, 2018
Why Did the Fed Raise Rates, and Should I Be Worried?

By Bryan Karcher, CFA, CAIA, CIMA

The Federal Reserve increased their key interest rate when they met in June. Let’s review why they made the change and how this rate increase affects the Loring Ward fixed income strategies. What... Read more

Investing

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June 15, 2018
3 Investment Lessons from the NBA Finals

By Jonathan Scheid, CFA, AIF

Another National Basketball Association (NBA) season is in the books and it concluded with the same two teams meeting up in The Finals as the prior three years. The Golden State Warriors defeated... Read more

Investing

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June 13, 2018
Systematizing the Wealth Experience with Redtail CRM: Webinar June 20

By Vince Crivello

According to Dimensional Fund Advisor’s annual Benchmarking study, financial advisors continue to struggle with systemizing workflows. Loring Ward’s Redtail CRM-optimized workflows were cre... Read more

Practice Management

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June 7, 2018
Why Rebalancing Your Portfolio Matters

By Loring Ward Team

Rebalancing your portfolio is an important step that many people neglect when they try to manage their own investments. Rebalancing helps keep your portfolio allocated in line with your desired m... Read more

Investing

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