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June 2, 2016
What Many Investors Get Wrong About “Average Returns”

By Sheldon P. McFarland

<!––> This blog is from the June issue of Portfolio Perspectives.   You come to the edge of a fast-flowing river and want to get to the other side. You read the sign conspi... Read more

Investing

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May 26, 2016
A Different Way to Look at Your Morning Coffee

By Sheldon P. McFarland

<!––>We hear a lot of talk these days about what isn’t working in our country, and how to fix it. But let’s take a break from all the political drama and remind ourselves about... Read more

Investing

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May 3, 2016
The Effect of Diversification

By Sheldon P. McFarland

<!––> This blog is from the May issue of Portfolio Perspectives.   “Don’t put all of your eggs in one basket.”   You’ve probably heard this old saying used on more tha... Read more

Investing

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March 31, 2016
What Can We Learn from A Supermodel about International Investing?

By Sheldon P. McFarland

This blog is from the April issue of Portfolio Perspectives.   What happens when supermodels are unhappy with the dollar? They demand payment in euros, or at least that was the case in Augus... Read more

Investing

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March 1, 2016
Three Investment Income Strategies

By Sheldon P. McFarland

This blog is from the March issue of Portfolio Perspectives.   With interest rates at all-time lows in the U.S. and negative in other parts of the world, investors are desperately searching... Read more

Investing

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February 4, 2016
Falling Back in Love with International Stocks

By Sheldon P. McFarland

This blog is from the February issue of Portfolio Perspectives.   The international stock markets have underperformed U.S. stock markets for three straight years.1 China came out of the gate... Read more

Investing

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January 12, 2016
Who is the Stock Market Voting For?

By Sheldon P. McFarland

This article is from Loring Ward’s Winter 360 Insights Quarterly Client Newsletter. As we enter into an election year, you are probably hearing predictions about what the stock market will... Read more

Investing

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January 5, 2016
Rolling the Dice on Return Premiums

By Sheldon P. McFarland

This blog is from the January issue of Portfolio Perspectives.   Test your knowledge of probability: If I’m rolling two standard six-sided dice and you’re picking the outcome (the sum of the... Read more

Behavioral Finance / Investing

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December 1, 2015
The Odds Favor the Optimist

By Sheldon P. McFarland

This blog is from the December issue of Portfolio Perspectives.   When the stock market gets rocked it’s easy to hit the proverbial panic button and sell. Many investors believe that to avoi... Read more

Investing

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November 10, 2015
The Dangerous Stock Picking Game

By Sheldon P. McFarland

Source: Morningstar Direct November 2015. 10-year return as of September 2015.   This blog is from the November issue of Portfolio Perspectives.   How good is your stock picking? Is it... Read more

Investing

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