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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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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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April 11, 2017
Loring Ward Market Commentary Q1 2017

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

Investment Management / Portfolio Management

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December 15, 2016
Follow a Forecaster or Flip a Coin?

By Sheldon P. McFarland

This blog was originally published in December, 2014 Do you have a favorite forecaster? If so, when is the last time you checked his or her track record? You probably should because research exis... Read more

Behavior Management / Investment Management

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September 28, 2016
Dr. Harry Markowitz Honored by Loring Ward

By J. William G. Chettle

Loring Ward today awarded Dr. Harry Markowitz its Heritage Award at the firm’s National Education Conference in San Diego. Markowitz, best known for winning the Nobel Prize in Economic Sciences i... Read more

Behavioral Finance / Investing / Investment Management / Portfolio Management

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September 26, 2016
Building Stronger Relationships via Your Digital Ecosystem

By J. William G. Chettle

Two big revolutions have occurred in marketing in recent years:   Marketing has moved from being an art to becoming a science, with an ever-increasing ability to pinpoint the effectiveness (... Read more

Investment Management / Marketing / Practice Management

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September 14, 2016
Are You Ready to Become an Exceptional Retirement Advisor?

By J. William G. Chettle

“Are you fully prepared to support your clients’ needs all the way through retirement?”   This was the challenge that educator and retirement authority Barry LaValley threw out to almost 200... Read more

Behavior Management / Investment Management / Retirement

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May 3, 2016
The Effect of Diversification

By Sheldon P. McFarland

<!––> This blog is from the May issue of Portfolio Perspectives.   “Don’t put all of your eggs in one basket.”   You’ve probably heard this old saying used on more tha... Read more

Investment Management / Portfolio Management

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April 19, 2016
The Best Time to Invest

By J. William G. Chettle

<!––>What are your clients worried about today? U.S. Presidential elections? The price of gas? Global markets? The Mid East? The Far East? The Fed? Volatility clusters?   A... Read more

Behavior Management / Investment Management

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March 31, 2016
What Can We Learn from A Supermodel about International Investing?

By Sheldon P. McFarland

This blog is from the April issue of Portfolio Perspectives.   What happens when supermodels are unhappy with the dollar? They demand payment in euros, or at least that was the case in Augus... Read more

Investment Management

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