Tools to Help Realize Your Year-End Charitable Giving Goals
As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more
Why Combining Factor Premiums Makes Sense
In a recent blog post we showed that the value, small cap, and profitability factor premiums can turn negative for extended periods of time. In that discussion we focused on individual factor pre... Read more
When Clients “Need” More Risk Than They Can Tolerate: Adjusting Portfolios, Or Goals?
It is a standard requirement in financial services that financial advisors must first determine an investor’s risk tolerance before making any investment recommendations for their portfolio. Yet... Read more
There’s More to Thanksgiving Dessert Than Pumpkin Pie
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
Should We Keep the Faith in Factor Premiums?
It’s no secret that a key aspect of Loring Ward’s portfolio management effort is capturing value, small cap, and profitability factor premiums for our clients. It’s also no secret that some of th... Read more
Quarterly Perspectives Video: What Follows Market Highs?
U.S. stocks were one of the best performing markets in the third quarter. During the quarter, we saw two impressive milestones occur in U.S. stocks: First, Apple, Inc. became the first $1 trillio... Read more
What Advisors Need to Know About Cybersecurity
With major security breaches regularly in the headlines, we wanted to take this opportunity to provide you with some best practices that you can implement in your office. Your CRM system could po... Read more
Technology … How Much Time Should You Really Spend Thinking About It?
I recently attended a conference where at least half of the speakers or vendors were talking about or selling some sort of technology meant to enhance the client experience. It seems that there i... Read more
Why (Prudent) Spending Rates Matter More Than Savings Rates
The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more... Read more
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