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April 5, 2018
2017: Another Bad Year for Expert Predictions

By J. William G. Chettle

This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter. Every year, experts make bold pronouncements about the market and the economy. And every year, most... Read more

Behavioral Finance / Investing

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March 20, 2018
Feeling Nervous About the Stock Market? Watch This 3-Minute Video

By J. William G. Chettle

As the second longest bull market in U.S. history continues (with occasional blips), many investors are worried about when the inevitable downturn will occur. While no one enjoys a market correct... Read more

Behavioral Finance / Investing / Volatility

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February 15, 2018
3 Common Investing Mistakes and How To Avoid Them

By Loring Ward Team

Information about how investors really make decisions is being researched all the time. However, work in the field of behavioral finance — some of which has won the Nobel Prize in economics — has... Read more

Behavioral Finance / Investing

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February 7, 2018
Where Advisors Shine (and Robo-Advisors Don’t): Individualized Behavioral Coaching

By Steven J. Atkinson

“The dominant determinant of real-life, long-term investment outcomes is not investment performance, it’s investor behavior.”   — Nick Murray, author When it comes to investing, almost ever... Read more

Behavioral Finance / Investing / Volatility

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February 5, 2018
Putting the Recent Market Volatility in Perspective

By Matthew J. Carvalho

“Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems t... Read more

Behavioral Finance / Investing / Volatility

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January 18, 2018
Change How You Think About Bull Market Investing

By Patrick McDermott

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  Many months of stock market highs have led investors to ask, “How long is this going to last, and... Read more

Behavioral Finance / Investing

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January 11, 2018
A Bowl of Cashews and the Nobel-Prize Lesson of Self-Control

By Meir Statman

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  Richard Thaler was recently honored with the Nobel Prize in Economics for his pioneering work in h... Read more

Behavioral Finance

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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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