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December 11, 2018
Tools to Help Realize Your Year-End Charitable Giving Goals

By Jada Diedrich

As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more

Financial Planning

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November 29, 2018
Why Combining Factor Premiums Makes Sense

By Sheldon P. McFarland

In a recent blog post we showed that the value, small cap, and profitability factor premiums can turn negative for extended periods of time. In that discussion we focused on individual factor pre... Read more

Investing

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November 19, 2018
There’s More to Thanksgiving Dessert Than Pumpkin Pie

By Karen Parker

Pumpkin pie may be the most traditional and popular dessert at Thanksgiving, but it’s certainly not everyone’s favorite. So, we went in search of a new pie for this year’s Thanksgiving celebratio... Read more

Practice Management

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November 16, 2018
Should We Keep the Faith in Factor Premiums?

By Sheldon P. McFarland

It’s no secret that a key aspect of Loring Ward’s portfolio management effort is capturing value, small cap, and profitability factor premiums for our clients. It’s also no secret that some of th... Read more

Investing

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November 8, 2018
Quarterly Perspectives Video: What Follows Market Highs?

By Jonathan Scheid, CFA, AIF

U.S. stocks were one of the best performing markets in the third quarter. During the quarter, we saw two impressive milestones occur in U.S. stocks: First, Apple, Inc. became the first $1 trillio... Read more

Investing

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October 11, 2018
Loring Ward Q3 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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October 5, 2018
Investing Strategically, Not Emotionally

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter. While many of us understand that our emotions can compromise our long-term financial goals, it isn’t... Read more

Investing

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September 26, 2018
7 Retirement Planning Challenges That Focus on Your Life

By Heather Hooper

A version of this blog is featured in the fall issue of our 360 Insights Quarterly Client Newsletter. While one of the most obvious challenges in retirement is not running out of money, there are... Read more

Retirement

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September 19, 2018
Capitalism Shines for this Apple

By Jonathan Scheid, CFA, AIF

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.   A significant amount of planning and research goes into managing a person’s wealth. Your Finan... Read more

Investing

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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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