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February 15, 2018
3 Common Investing Mistakes and How To Avoid Them

By Loring Ward Team

Information about how investors really make decisions is being researched all the time. However, work in the field of behavioral finance — some of which has won the Nobel Prize in economics — has... Read more

Behavioral Finance / Investing

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February 7, 2018
Where Advisors Shine (and Robo-Advisors Don’t): Individualized Behavioral Coaching

By Steven J. Atkinson

“The dominant determinant of real-life, long-term investment outcomes is not investment performance, it’s investor behavior.”   — Nick Murray, author When it comes to investing, almost ever... Read more

Behavioral Finance / Investing

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February 5, 2018
Putting the Recent Market Volatility in Perspective

By Matthew J. Carvalho

“Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems t... Read more

Behavioral Finance / Investing / Portfolio Management

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January 30, 2018
What Should Investors Make of Bitcoin Mania?

By Matthew J. Carvalho

Unless you have been living in a cave the last few months, chances are you have seen plenty of headlines about Bitcoin and Blockchain technology. With Bitcoin rising in value over 1,000% in 2017,... Read more

Investing / Portfolio Management

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January 23, 2018
What You Say Without Words — The Power of Nonverbal Communication

By Karen Parker

“When the lips disappear, troubles are near” summarizes a dynamic presentation on nonverbal communication by Joe Navarro at Loring Ward’s 2017 National Education Conference. Navarro has studied n... Read more

Practice Management

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January 18, 2018
Change How You Think About Bull Market Investing

By Patrick McDermott

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  Many months of stock market highs have led investors to ask, “How long is this going to last, and... Read more

Behavioral Finance / Investing / Portfolio Management

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January 11, 2018
A Bowl of Cashews and the Nobel-Prize Lesson of Self-Control

By Meir Statman

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  Richard Thaler was recently honored with the Nobel Prize in Economics for his pioneering work in h... Read more

Behavioral Finance

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January 9, 2018
Q4 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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January 2, 2018
5 Simple Ways to Protect Your Information Online

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  With major security breaches regularly in the headlines, such as the hacking of Equifax, Uber, Hya... Read more

Personal Finance

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December 28, 2017
Did You Read Loring Ward’s Top Ten Blogs in 2017?

By Karen Parker

Standard & Poor’s Index vs. Active report (SPIVA), the DOL Fiduciary Rule, how to be more persuasive, and presidential elections were among the most popular topics in Loring Ward’s blog... Read more

Marketing

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