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April 18, 2018
Cybersecurity Best Practices for Financial Advisors from FINRA

By Ravi Ramaswamy

Recently I had the opportunity to attend FINRA’s Cybersecurity Conference in New York. To help you evaluate and enhance your firms’ cybersecurity practices, below are some key takeaways on where... Read more

Practice Management

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April 12, 2018
Loring Ward Q1 2018 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 / Volatility

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April 5, 2018
2017: Another Bad Year for Expert Predictions

By J. William G. Chettle

This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter. Every year, experts make bold pronouncements about the market and the economy. And every year, most... Read more

Behavioral Finance / Investing

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April 3, 2018
Investing vs. Speculating: Cryptocurrencies and Your Portfolio

By Matthew J. Carvalho

This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter.  While many stock markets around the world rose in 2017, truly stratospheric returns came from cryp... Read more

Investing

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March 28, 2018
Retirement Planning: Keep the Focus on These 5 Themes

By Heather Hooper

Retirement is top of mind for your clients but are they thinking about the right areas that will direct their journey? Most dictionary definitions of retirement focus on withdrawing, retreating,... Read more

Retirement

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March 22, 2018
Rising Interest Rates…Should Investors Worry?

By John Scruggs

This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter.  Interest rates are rising. What does that mean to investors? Relax. If you hold short-duration, hi... Read more

Investing

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March 20, 2018
Feeling Nervous About the Stock Market? Watch This 3-Minute Video

By J. William G. Chettle

As the second longest bull market in U.S. history continues (with occasional blips), many investors are worried about when the inevitable downturn will occur. While no one enjoys a market correct... Read more

Behavioral Finance / Investing / Volatility

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March 15, 2018
The Perils of Trying to Avoid the Worst Days in the Stock Market

By Loring Ward Team

Financial markets ebb and flow, and although it is natural to feel excited when stock markets do well and concerned when stock markets drop, it’s not usually a good idea to let those emotions dic... Read more

Investing

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March 9, 2018
Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017

By Michael Kitces

Major tax reform typically only occurs once every decade or few. But after a tumultuous series of negotiations in both the House and Senate, a final reconciled version of the Tax Cuts and Jobs Ac... Read more

Financial Planning / Practice Management

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March 1, 2018
Are You Providing Great Service or a Great Experience? Why It Matters

By Karen Parker

What kind of a barbershop are you? While this may seem like an odd question to ask a group of financial advisors, it made sense to those at Loring Ward’s last National Education Conference. Denni... Read more

Practice Management

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