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

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

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

Investing

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

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

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

Investing

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

Investing

By Larry Swedroe

Hedge funds entered 2019 coming off their ninth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2017 — one t... Read more

Investing

By Larry Swedroe

French economist Louis Bachelier long ago remarked: “Clearly the price considered most likely by the market is the true current price: if the market judged otherwise, it would not quote this pric... Read more

Investing / Volatility