thumbnail image
December 12, 2017
Advisors: Create a Meaningful Plan for Your Own Retirement

By Barry LaValley

Last month we talked about the challenge that many advisors are facing as they look at their own retirements.  Think about this: much of your career has focused on helping clients accumulate for... Read more

Practice Management / Retirement

thumbnail image
December 5, 2017
What’s Really on the Mind of Investors?

By Karen Parker

“If you remember only one thing…” Advisors who attended Loring Ward’s 2017 National Education Conference will likely remember Frank Luntz’s important message about what to say (and what NOT to sa... Read more

Marketing / Practice Management / Retirement

thumbnail image
November 28, 2017
Retiring the Retirement Advisor

By Barry LaValley

This year we have looked at how advisors can shape their practice to be even more help to their aging clients. However, it is not only clients who are retiring in droves, but also their advisors!... Read more

Practice Management / Retirement

thumbnail image
November 21, 2017
10 Inspiring Quotes About Gratitude

By Loring Ward Team

Let us be grateful to people who make us happy; they are the charming gardeners who make our souls blossom. – Marcel Proust We can only be said to be alive in those moments when our hearts are co... Read more

Marketing

thumbnail image
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

thumbnail image
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

thumbnail image
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

thumbnail image
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

thumbnail image
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

thumbnail image
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

Stay Updated
Sign up to get email updates with our latest blog posts
Filters
    • Categories

    • Authors