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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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