Why Did the Fed Raise Rates, and Should I Be Worried?
The Federal Reserve increased their key interest rate when they met in June. Let’s review why they made the change and how this rate increase affects the Loring Ward fixed income strategies. What... Read more
3 Investment Lessons from the NBA Finals
Another National Basketball Association (NBA) season is in the books and it concluded with the same two teams meeting up in The Finals as the prior three years. The Golden State Warriors defeated... Read more
6-Minute Video Puts Last Quarter’s Volatility in Perspective
If I could use only one word to describe the first quarter of 2018 it would be volatility. Many of us saw headlines discussing the largest point drops ever for the Dow Jones Industrial Average on... Read more
6 Ways to Create a Comfortable Conference Room
Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more
Loring Ward Q1 2018 Market Commentary
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
2017: Another Bad Year for Expert Predictions
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
Investing vs. Speculating: Cryptocurrencies and Your Portfolio
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
Retirement Planning: Keep the Focus on These 5 Themes
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
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...
- Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule When the U.S. Department of Labor’s (DOL) new fiduciary...
- It’s Always a Good Time to Talk About Risk and Volatility In the 68 trading days in the U.S. stock market from 11...