Can You Earn 19% a Year?
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
Addressing Investor Behavior Biases
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
What if Rip Van Winkle Invested in the U.S. Stock Market?
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
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
What Are You Aiming For?
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
Markets Reward Long-Term Investors — Most Stocks Don’t
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
High Valuations Got You Down?
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
How Skydiving Can Help Explain Investment Risk
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
Investing for the Future, Not in the Future
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