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July 18, 2019
Plan for the Unexpected

By Loring Ward Team

As you are packing for a trip to another city, you prudently decide to check the 10-day weather forecast there. If it will be cold, you pack a heavy coat. If it is supposed to rain, you bring an... Read more

Financial Planning

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June 17, 2019
Can You Win in a Lose-Lose Game: Tariffs and Trade Wars

By Loring Ward Team

“We’re On The Brink Of An All-Out Trade War!” “Market Futures Fall As Investors Anticipate New Tariffs!” “What Will Happen If Trade Tensions Escalate!?” Chances are you’ve seen headlines like the... Read more

Financial Planning / Investing

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May 15, 2019
Tim Maurer’s Top 10 Personal Finance Books

By Tim Maurer

Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor development for t... Read more

Financial Planning / Investing

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May 10, 2019
A Guide to Starting Family Financial Conversations

By Jeff Johnson

I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the last four decades. In that time, I have learned that many individuals and couple... Read more

Financial Planning

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April 26, 2019
Investing Is Hard — Get Help from a Trusted Advisor

By Loring Ward Team

Some things are just too difficult or stressful to do on your own. Like a dietitian or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate yo... Read more

Financial Planning

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April 17, 2019
Planning Alpha – Mortgage Review Edition

By Steven J. Atkinson

The value of a planning-centric relationship-focused Advisor is deep and extensive, covering almost every aspect of a client’s financial life (and even many areas that aren’t at all financial). L... Read more

Financial Planning

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January 4, 2019
Talk to Your Advisor

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. In addition to the usual resolutions, the new year is a great time to talk to your financial adviso... Read more

Financial Planning

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December 11, 2018
Tools to Help Realize Your Year-End Charitable Giving Goals

By Jada Diedrich

As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more

Financial Planning

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August 23, 2018
What “Works” in Digital Marketing and Social Media Advertising for Financial Advisors

By Michael Kitces

As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more

Financial Planning

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August 14, 2018
College Financial Aid: 7 EFC Myths Debunked

By Joe Messinger, CFP, CHFC, CLU

The world of paying for college is an alphabet soup of abbreviations. The most important one for your clients to know and understand is the EFC. EFC stands for “expected family contribution.” Kno... Read more

Financial Planning

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