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
Loring Ward Q3 2018 Market Commentary
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
7 Retirement Planning Challenges That Focus on Your Life
A version of this blog is featured in the fall issue of our 360 Insights Quarterly Client Newsletter. While one of the most obvious challenges in retirement is not running out of money, there are... Read more
Video: Perspectives on Tariffs and Trade Negotiations
The topic of trade has been in the headlines this year because the Trump administration is trying to revise a number of trade relationships. While the media has been quick to label this a trade w... Read more
4 Charts Every Investor Should Know. #4: Stop Changing Lanes
This is the final blog in a four-part series from our summer issue of 360 Insights. Read the other blogs in this series: Let Markets Work for You, Stay on Track with Diversification, Own Great Co... Read more
4 Charts Every Investor Should Know. #3: Own Great Companies Around the World
This is the third blog in a four-part series from our summer issue of 360 Insights. Read the first and second blogs in this series. Sometimes a picture really can make things easier to understand... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- Volatility Clustering FAQ What is volatility? Volatility is the rate at which...
- Hindsight is Clearer Than Foresight This article is featured in the winter edition of our 3...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...