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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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April 4, 2017
The Lesson of $1

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

Behavior Management / Client Ready / Investing

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March 7, 2017
It’s Always a Good Time to Talk About Risk and Volatility

By Payel Farasat

In the 68 trading days in the U.S. stock market from 11/11/16 to 2/17/17, the Dow Jones Industrial Average (DJIA) set new all-time high records on 26 of those days. In the last seven consecutive... Read more

Behavior Management / Portfolio Management

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February 2, 2017
Stupid Stock Market Tricks: The Super Bowl Indicator

By J. William G. Chettle

As millions of people around the world prepare to watch Super Bowl LI this Sunday, at least some are concerned more about how the outcome may affect their portfolios than the game itself.... Read more

Behavior Management / Client Ready / Portfolio Management

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January 25, 2017
The Dow Jones Hit 20,000…Does it Really Matter?

By Andrew Essig

I well remember when the Dow Jones industrial average reached 10,000 in 1999, as I was working at Dow Jones Indexes at the time. It had been more than 100 years since Charles Dow created his vene... Read more

Behavior Management / Portfolio Management

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January 23, 2017
Hindsight is Clearer Than Foresight

By Meir Statman

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. Predictions on November 7, 2016, the day before voters elected Donald Trump as our next president…... Read more

Behavior Management / Client Ready

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January 19, 2017
The Future Isn’t What It Used to Be — The Great Predictive Failures of 2016

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. The New York Post headline the day after the 2016 U.S. elections put it best: “Pundits, Polls, Poli... Read more

Behavior Management / Investing

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December 15, 2016
Follow a Forecaster or Flip a Coin?

By Sheldon P. McFarland

This blog was originally published in December, 2014   Do you have a favorite forecaster? If so, when is the last time you checked his or her track record? You probably should because resear... Read more

Behavior Management / Investment Management

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November 29, 2016
Great “Client” Expectations

By Michael Noland

Guest author Michael Noland is a financial advisor and managing partner with Integrated Financial in Tulsa, Oklahoma.   One of the things I tell my clients is that if I’m doing my job as the... Read more

Behavior Management / Portfolio Management / Practice Management

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November 16, 2016
Thoughts on Predictions and the 2016 Election

By Alex Potts

This blog is from our November issue of Portfolio Perspectives.   As the 2016 election results were coming in on the night of November 8, stock market futures seemed to point to a large stoc... Read more

Behavior Management / Client Ready / Portfolio Management

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