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August 31, 2017
Physically Speaking — Age and Communication

By Barry LaValley

This is the first in a two-part series. They say that “with age comes experience,” but, unfortunately, with age also comes some challenges. I’m talking about the effect of aging on all five of th... Read more

Practice Management / Retirement

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August 28, 2017
Investors: Beware the Gambler’s Fallacy

By Sheldon P. McFarland

This blog is from our August issue of Portfolio Perspectives.  When you look at the annual returns for the S&P 500 index for the past eight years as displayed in the table below, what do you... Read more

Behavioral Finance / Portfolio Management

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August 24, 2017
Asset Management Redefined

By Steven J. Atkinson

Blink and your clients may find what they need without your help… If you’ve been paying attention the last 10 years you will likely agree that the role great advisors play in their clients’ lives... Read more

Portfolio Management / Practice Management

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August 17, 2017
Sam Savage and the “Flaw of Averages”

By Payel Farasat

“Plans based on average assumptions are wrong on average.” – Dr. Sam L. Savage It is my pleasure to announce that the Portfolio Strategy & Research (PSR) team at Loring Ward has created an in... Read more

Behavior Management / Portfolio Management

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August 10, 2017
Can You Earn 19% a Year?

By Matthew J. Carvalho

While 19% seems like an outlandish return, recent research1 found that if you bought the 10 stocks most underweight by actively managed funds and sold the 10 stocks which were most overweight, yo... Read more

Investing / Portfolio Management

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August 1, 2017
Addressing Investor Behavior Biases

By Jerrod L. Foster

One of the key tasks for financial advisors is to help clients avoid behavioral biases which may impact their ability to reach long-term objectives, or which could lead to a loss of wealth. Behav... Read more

Behavioral Finance / Investing

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July 27, 2017
The 6 Tools of Your Retirement Advisor Brand

By Barry LaValley

At a recent advisor meeting, I talked about how to position yourself as a Retirement Advisor.  One advisor commented that most of the work that he does is in the retirement area, and he assumed e... Read more

Practice Management / Retirement

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July 25, 2017
What if Rip Van Winkle Invested in the U.S. Stock Market?

By Sheldon P. McFarland

This is an updated version of our August 2014 Portfolio Perspectives. Nearly 200 years ago, the American short story “Rip Van Winkle” became an instant classic. The main character, Rip, is a simp... Read more

Behavioral Finance / Investing / Portfolio Management

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July 19, 2017
What Clients Expect From Their Advisor

By Vince Crivello

This is the third in a series of blogs sharing insights from the 2017 investor survey from Loring Ward and Dimensional Fund Advisors. “Wealth Manager” and “Financial Advisor” are two terms used w... Read more

Practice Management

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July 11, 2017
Q2 2017 Market Commentary

By Ritika Puri

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 / Investment Management / Portfolio Management

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