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October 19, 2017
The Nobel Prize, The NFL and the Guacamole Conundrum

By Matthew J. Carvalho

Judging by the size of the book signing line for Professor Richard Thaler at the CFA (Chartered Financial Analyst) Annual Conference a few months ago, it was clear that he had made an impact. Not... Read more

Behavioral Finance / Investing

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October 4, 2017
The Risk You Need vs. The Risk You Can Afford

By Meir Statman

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  Just as there is a difference between being able to afford a luxury car and actually buying a luxury... Read more

Behavioral Finance / Investing

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September 15, 2017
Food for Thought: How Your Office May Influence Investor Behavior

By Steven J. Atkinson

It makes sense that what we see can impact our decisions and ultimately our health. A 2015 study1 was conducted to see if the types of foods on a person’s kitchen counter are associated with thei... Read more

Behavioral Finance / Practice Management

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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 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 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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June 22, 2017
What Are You Aiming For?

By Matthew J. Carvalho

This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to fin... Read more

Behavioral Finance / Investing

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June 19, 2017
Finance for Normal People

By Meir Statman

This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter, and is an adaptation from Meir Statman’s new book “Finance for Normal People: How Investors and Mar... Read more

Behavioral Finance

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June 1, 2017
The Cycle of Emotions and Long-term Investing

By Loring Ward Team

As human beings, we have ingrained tendencies to let our short-term emotions guide our longer-term decisions, such as investing. For example, strong emotions can quickly cause us to misinterpret... Read more

Behavioral Finance

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September 28, 2016
Dr. Harry Markowitz Honored by Loring Ward

By J. William G. Chettle

Loring Ward today awarded Dr. Harry Markowitz its Heritage Award at the firm’s National Education Conference in San Diego. Markowitz, best known for winning the Nobel Prize in Economic Sciences i... Read more

Behavioral Finance / Investing / Investment Management / Portfolio Management

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