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June 22, 2017
What Are You Aiming For?

By Matthew J. Carvalho

When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to find any meaningful patterns. The chart here shows the returns on 11 different asset classes since... 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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March 28, 2017
Premiums Can Appear, Disappear and Reappear Quickly

By Payel Farasat

This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter.   Weather — a topic everyone likes to talk about and few seem to be able to predict accurately... Read more

Investing / Portfolio Management

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March 16, 2017
6 Ways We’ve Just Enhanced Loring Ward’s Blog

By J. William G. Chettle

In January of 2014 we introduced our Advisor Insights Blog with the goal of providing financial advisors and their clients with timely and timeless financial education and insights.   Since... Read more

Investing / Marketing

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March 14, 2017
Happy Pi Day (Cherry Pie Included)!

By J. William G. Chettle

In case you are feeling short of things to celebrate, there is always Pi Day – March 14 (3/14).   As you remember from high school math, Pi (Greek letter “π”) is a mathematical symbol repres... Read more

Client Ready / Investing

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March 2, 2017
Why Uncertainty Might Just Be an Investor’s Best Friend

By J. William G. Chettle

This blog is from the March issue of Portfolio Perspectives. With many stock market indices at all-time highs, Washington awash in political turmoil and unsettling news around the globe, many inv... Read more

Investing / Portfolio Management

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