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June 30, 2020
Minimize Regret Over Maximizing Returns

By Doug Buchan

“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more

Behavioral Finance / Investing / Retirement

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June 29, 2020
Cultivating an Abundance Mindset, Even in Difficult Times

By Becca Craig

Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounti... Read more

Behavioral Finance

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June 29, 2020
Have a Conversation, for You and Your Family

By Connie Brezik

During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns.... Read more

Financial Planning

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June 9, 2020
Money and Happiness

By Susan Strasbaugh

“Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economi... Read more

Behavioral Finance / Financial Planning

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November 7, 2019
How to Craft a More Fulfilling Vacation

By Tim Maurer

With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable g... Read more

Financial Planning

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October 31, 2019
7 Financial Tips to Avoid Leaving Money on the Table

By Jonathan Scheid, CFA, AIF

The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven... Read more

Financial Planning

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October 24, 2019
Finding and Supporting Your Passion

By Loring Ward Team

Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors an... Read more

Financial Planning

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April 30, 2019
3 Essentials to Consider Before Selecting a Business Partner

By Steven J. Atkinson

Hiring staff and finding new partners can be one of the greatest enhancements — or the greatest detriments — to your business. In this article, I’d like to share a few insights and some things I’... Read more

Practice Management

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April 10, 2019
3 Keys to Effectively Connecting with the Next Generation

By Steven J. Atkinson

A common challenge among many advisory practices is an aging client base and trying to find a way to connect with the next generation of those clients. A 2015 Investment News study concluded that... Read more

Practice Management

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March 27, 2019
3 Common Pitfalls Wealth Advisors Should Avoid

By Steven J. Atkinson

Being a wealth advisor is an honorable job that is not meant for everyone. Wealth advisors can have an enormous impact on a family and the generations that follow. In today’s marketplace, we feel... Read more

Practice Management

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