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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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May 8, 2018
6 Ways to Create a Comfortable Conference Room

By J. William G. Chettle

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

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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