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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 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 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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June 20, 2018
Why Did the Fed Raise Rates, and Should I Be Worried?

By Bryan Karcher, CFA, CAIA, CIMA

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

Investing

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June 15, 2018
3 Investment Lessons from the NBA Finals

By Jonathan Scheid, CFA, AIF

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

Investing

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June 7, 2018
Why Rebalancing Your Portfolio Matters

By Loring Ward Team

Rebalancing your portfolio is an important step that many people neglect when they try to manage their own investments. Rebalancing helps keep your portfolio allocated in line with your desired m... Read more

Investing

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May 15, 2018
6-Minute Video Puts Last Quarter’s Volatility in Perspective

By Sheldon P. McFarland

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

Investing

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