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August 14, 2018
College Financial Aid: 7 EFC Myths Debunked

By Joe Messinger, CFP, CHFC, CLU

The world of paying for college is an alphabet soup of abbreviations. The most important one for your clients to know and understand is the EFC. EFC stands for “expected family contribution.” Kno... Read more

Financial Planning

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August 7, 2018
Video: Perspectives on Tariffs and Trade Negotiations

By Jonathan Scheid, CFA, AIF

The topic of trade has been in the headlines this year because the Trump administration is trying to revise a number of trade relationships. While the media has been quick to label this a trade w... Read more

Investing

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July 31, 2018
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners

By Michael Kitces

The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more

Financial Planning

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July 24, 2018
How Much Life Insurance Is Enough?

By Mike Olson

Last week’s schedule happened to involve more travel than usual. In the span of five days I found myself in Omaha (at home), Des Moines, New York, Chicago, and Denver. On each of those days I fol... Read more

Financial Planning

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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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