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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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May 30, 2018
11 Action Steps to Design an Extraordinary Client Experience

By Michael Kitces

As financial advisors — like any business owner — we want our clients to have a “great experience” when they do business with us, providing a high level of service and proactive communication. Ye... Read more

Practice Management

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May 23, 2018
Finding Your Path – Succession Planning: Webinar May 31

By Erich Reinhardt

Most entrepreneurs prefer not to think about their exits, but sooner or later all businesses get sold, given away, or liquidated. If you haven’t thought much about this, you aren’t alone. Accordi... Read more

Practice Management

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May 17, 2018
Setting Up Your Office So It Works for You and Your Clients

By J. William G. Chettle

Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set... Read more

Practice Management

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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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May 11, 2018
Are You Ready to Advise the Next Generation? Webinar May 15

By J. William G. Chettle

More than $40 trillion will transfer from baby boomers to their heirs over the next three decades, yet 95% of heirs intend to leave their parents’ advisor1. How do you establish strong relationsh... Read more

Practice Management

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May 8, 2018
6 Ways to Create a Comfortable Conference Room

By J. William G. Chettle

Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more

Practice Management

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