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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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June 22, 2017
What Are You Aiming For?

By Matthew J. Carvalho

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... Read more

Behavioral Finance / Investing

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June 13, 2017
Markets Reward Long-Term Investors — Most Stocks Don’t

By J. William G. Chettle

This blog is from our June issue of Portfolio Perspectives. The fundamental value proposition of active management is that skilled managers can successfully pick winning stocks (and avoid poor pe... Read more

Investing

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May 2, 2017
High Valuations Got You Down?

By Matthew J. Carvalho

Much research has been done on stock valuations, and historically buying into the market at lower valuations has seen higher returns than when buying in at higher valuations. However, the data is... Read more

Investing / Portfolio Management

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April 13, 2017
How Skydiving Can Help Explain Investment Risk

By Sheldon P. McFarland

This blog is from the April issue of Portfolio Perspectives.   What can skydiving teach us about investing? It teaches about risk and reward, and can give you a perspective on risk that may... Read more

Client Ready / Investing / Portfolio Management

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April 6, 2017
Investing for the Future, Not in the Future

By J. William G. Chettle

A version of this article appears in our spring 360 Insights quarterly newsletter.   “I have no doubt that in reality the future will be vastly more surprising than anything I can imagine.”... Read more

Client Ready / Investing

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April 4, 2017
The Lesson of $1

By Karen Parker

One of the best opportunities to grow your money over the long term may come from making an investment in the stock market.... Read more

Behavior Management / Client Ready / Investing

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