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October 12, 2017
Answers to Frequently Asked Advisor Questions

By Payel Farasat

In our ongoing conversations with financial advisors, we often hear similar questions about our investment philosophy, how we build portfolios and current market conditions. This blog post is the... Read more

Investing / Portfolio Management

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October 11, 2017
Q3 2017 Market Commentary

By Matthew J. Carvalho

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing / Investment Management / Portfolio Management

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October 5, 2017
How Hiking Pikes Peak Is Like Long-term Investing

By Matthew J. Carvalho

Looking up, the top of the mountain didn’t look all that high, this should be a piece of cake. About three hours later, I started to realize that was simply the foothill in front of the real summ... Read more

Investing / Portfolio Management

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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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October 2, 2017
Fear the Fed?

By Matthew J. Carvalho

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  “The Fed’s rate hike could cause chaos in markets — and investors may not be ready.” While this coul... Read more

Investing / Portfolio Management

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September 28, 2017
International Investing Rewards Patient Investors

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  What a difference a few months can make. Whether it was Brexit, Grexit, worries about China or “expe... Read more

Investing / Portfolio Management

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August 10, 2017
Can You Earn 19% a Year?

By Matthew J. Carvalho

While 19% seems like an outlandish return, recent research1 found that if you bought the 10 stocks most underweight by actively managed funds and sold the 10 stocks which were most overweight, yo... Read more

Investing / 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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July 11, 2017
Q2 2017 Market Commentary

By Ritika Puri

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing / Investment Management / Portfolio Management

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