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November 9, 2017
Answers to Frequently Asked Advisor Questions, Part Two

By Payel Farasat

This is the second in a two-part series. Read Part One. In our ongoing conversations with financial advisors, we often hear similar questions about our investment philosophy, how we build portfol... Read more

Investing / Portfolio Management

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October 26, 2017
“The Bull Market Could Continue Forever”

By Matthew J. Carvalho

This headline1 from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured... Read more

Investing / Portfolio Management

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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 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 28, 2017
Investors: Beware the Gambler’s Fallacy

By Sheldon P. McFarland

This blog is from our August issue of Portfolio Perspectives.  When you look at the annual returns for the S&P 500 index for the past eight years as displayed in the table below, what do you... Read more

Behavioral Finance / Portfolio Management

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August 24, 2017
Asset Management Redefined

By Steven J. Atkinson

Blink and your clients may find what they need without your help… If you’ve been paying attention the last 10 years you will likely agree that the role great advisors play in their clients’ lives... Read more

Portfolio Management / Practice Management

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August 17, 2017
Sam Savage and the “Flaw of Averages”

By Payel Farasat

“Plans based on average assumptions are wrong on average.” – Dr. Sam L. Savage It is my pleasure to announce that the Portfolio Strategy & Research (PSR) team at Loring Ward has created an in... Read more

Behavior Management / Portfolio Management

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