Sam Savage and the “Flaw of Averages”
“Plans based on average assumptions are wrong on average.” – Dr. Sam L. Savage It is my pleasure to announce that the Portfolio Strategy & Research (PSR) team at Loring Ward has created an in... Read more
Can You Earn 19% a Year?
While 19% seems like an outlandish return, recent research1 found that if you bought the 10 stocks most underweight by actively managed funds and sold the 10 stocks which were most overweight, yo... Read more
Addressing Investor Behavior Biases
One of the key tasks for financial advisors is to help clients avoid behavioral biases which may impact their ability to reach long-term objectives, or which could lead to a loss of wealth. Behav... Read more
The 6 Tools of Your Retirement Advisor Brand
At a recent advisor meeting, I talked about how to position yourself as a Retirement Advisor. One advisor commented that most of the work that he does is in the retirement area, and he assumed e... 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
Q2 2017 Market Commentary
By Ritika Puri
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
Developing Your Brand as a Retirement Advisor
With over 10,000 people per day turning 65, now is a great time to distinguish yourself as a Retirement Advisor and Coach, starting with defining ‘value’ in terms of what you do for people rather... Read more
What Are You Aiming For?
This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to fin... Read more