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November 16, 2017
Not Your Same Old Sweet Potatoes

By Loring Ward Team

It has become a tradition at Loring Ward to share an employee’s favorite Thanksgiving recipe each year. (Have you tried these? Pumpkin Chiffon Pie, Tandoori Turkey, Corn Pudding.) If sweet potato... Read more

Marketing

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November 9, 2017
Answers to Frequently Asked Advisor Questions, Part Two

By Payel Farasat

This is the second in a two-part series. Read Part One. In our ongoing conversations with financial advisors, we often hear similar questions about our investment philosophy, how we build portfol... Read more

Investing / Portfolio Management

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November 2, 2017
Client Feedback — Growing Your Practice Through Their Insights

By Vince Crivello

The most successful advisors are continually looking for ways to improve their offerings while helping more people. When those advisors ask us, “What do investors really want from their advisor?”... Read more

Marketing / Practice Management

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October 26, 2017
“The Bull Market Could Continue Forever”

By Matthew J. Carvalho

This headline1 from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured... Read more

Investing / Portfolio Management

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October 24, 2017
Can Retirement Happiness Be Quantified?

By Barry LaValley

Much of the discussion between advisor and client is how to use financial resources to create happiness in retirement. In this month’s blog post, I provide a map you can use as the foundation for... Read more

Retirement

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October 19, 2017
The Nobel Prize, The NFL and the Guacamole Conundrum

By Matthew J. Carvalho

Judging by the size of the book signing line for Professor Richard Thaler at the CFA (Chartered Financial Analyst) Annual Conference a few months ago, it was clear that he had made an impact. Not... Read more

Behavioral Finance / Investing

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October 12, 2017
Answers to Frequently Asked Advisor Questions

By Payel Farasat

In our ongoing conversations with financial advisors, we often hear similar questions about our investment philosophy, how we build portfolios and current market conditions. This blog post is the... Read more

Investing / Portfolio Management

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October 11, 2017
Q3 2017 Market Commentary

By Matthew J. Carvalho

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 / Investment Management / Portfolio Management

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October 5, 2017
How Hiking Pikes Peak Is Like Long-term Investing

By Matthew J. Carvalho

Looking up, the top of the mountain didn’t look all that high, this should be a piece of cake. About three hours later, I started to realize that was simply the foothill in front of the real summ... Read more

Investing / Portfolio Management

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October 4, 2017
The Risk You Need vs. The Risk You Can Afford

By Meir Statman

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  Just as there is a difference between being able to afford a luxury car and actually buying a luxury... Read more

Behavioral Finance / Investing

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