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June 22, 2017
What Are You Aiming For?

By Matthew J. Carvalho

When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to find any meaningful patterns. The chart here shows the returns on 11 different asset classes since... 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 Karen Parker

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 / Client Ready / Investing / Investment Management / Portfolio Management

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July 6, 2016
U.S. Presidential Elections and Financial Markets

By Jim Healey

This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. For those of us who have experienced more than one or two presidential election cycles, the 2016 ca... Read more

Behavior Management / Behavioral Finance

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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 / Client Ready / Investing

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October 13, 2015
Optimism Bias Can Ruin Your Financial Life and Portfolio

By Jerrod L. Foster

Economist, actor and author Ben Stein provides a blueprint for many of the mistakes investors make in his book, “How to Really Ruin Your Financial Life and Portfolio.” Rather than dissuading inve... Read more

Behavioral Finance

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October 1, 2015
Don’t Get Spooked by Headlines

By Sheldon P. McFarland

This blog is from the October issue of Portfolio Perspectives.   October is full of ghosts, goblins and trick-or-treaters, so what better topic to write about than fear? Fear, if not conquer... Read more

Behavioral Finance / Client Ready

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September 2, 2015
Buy Low Sell High – Easier Said Than Done

By Matthew J. Carvalho

“Buy low sell high” – it sounds so simple when you say it out loud. Yet in practice it’s one of the hardest things to do if you let your emotions get in the way.   We tend to view... Read more

Behavioral Finance

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July 8, 2015
Why Nobody Wants to be Wrong

By Joni L. Clark

Why do so many investors make decisions based upon emotional reactions to short-term events? Because we’re human. Greek debt troubles, Chinese stock market declines…it’s normal to feel anxi... Read more

Behavioral Finance

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