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October 8, 2020
Optical Illusions in Investing

By Zach Novak

Do you remember “The Dress”? From way back in 2015? Sure, hundreds of internet sensations memorable for one reason or another have gone viral over the years, but this one made a splash by any sta... Read more


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September 2, 2020
Benefits of Rebalancing

By Connie Brezik

Diversifying your investment portfolio means putting together a mix of stocks, bonds and other investments with your financial goals, time horizon and risk tolerance in mind. Your mix is called y... Read more


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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 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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July 11, 2019
Why Is Inflation So Low? (And What to Do About It)

By Jonathan Scheid, CFA, AIF

Ronald Reagan famously described inflation as being “as violent as a mugger, as frightening as an armed robber and as deadly as a hitman.” While the inflation experienced under President Reagan w... Read more


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June 17, 2019
Can You Win in a Lose-Lose Game: Tariffs and Trade Wars

By Loring Ward Team

“We’re On The Brink Of An All-Out Trade War!” “Market Futures Fall As Investors Anticipate New Tariffs!” “What Will Happen If Trade Tensions Escalate!?” Chances are you’ve seen headlines like the... Read more

Financial Planning / Investing

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May 15, 2019
Tim Maurer’s Top 10 Personal Finance Books

By Tim Maurer

Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor development for t... Read more

Financial Planning / Investing

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April 3, 2019
Markets (and some premiums) Bounce Back

By Jonathan Scheid, CFA, AIF

What a difference a few months can make! A few months at the end of 2018 turned U.S. stock returns negative and made international stocks to decline further for the year. Now, just a few months a... Read more


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March 14, 2019
3 Factor Investing Myths

By Larry Swedroe

As the chief research officer for Buckingham Strategic Wealth, Loring Ward, and the BAM Alliance, I receive many questions from advisors and investors regarding concerns about factor-based invest... Read more


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