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

By Karen Parker

What kind of a barbershop are you? While this may seem like an odd question to ask a group of financial advisors, it made sense to those at Loring Ward’s last National Education Conference. Denni... Read more

Practice Management

By Karen Parker

“When the lips disappear, troubles are near” summarizes a dynamic presentation on nonverbal communication by Joe Navarro at Loring Ward’s 2017 National Education Conference. Navarro has studied n... Read more

Practice Management

By Karen Parker

Standard & Poor’s Index vs. Active report (SPIVA), the DOL Fiduciary Rule, how to be more persuasive, and presidential elections were among the most popular topics in Loring Ward’s blog... Read more

Practice Management

By Karen Parker

“If you remember only one thing…” Advisors who attended Loring Ward’s 2017 National Education Conference will likely remember Frank Luntz’s important message about what to say (and what NOT to sa... Read more

Practice Management / Retirement

By Karen Parker

Nearly 200 advisors gathered with Loring Ward employees and partners at The Broadmoor in Colorado Springs for Loring Ward’s annual National Education Conference. Advisors heard from guest speaker... Read more

Practice Management

By Karen Parker

One of the best opportunities to grow your money over the long term may come from making an investment in the stock market.... Read more

Behavioral Finance / Investing

By Karen Parker

David Booth, co-founder and executive chairman of Dimensional Fund Advisors, has said, “The most important thing about an investment philosophy is that you have one.”   Do you have one? And... Read more

Practice Management

By Karen Parker

As we prepare to ring in a new year, let’s look back at the most popular blogs for 2016. We had a total of 77 blogs by 20 authors. In case you missed a few, here are our 10 most-read... Read more

Practice Management