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May 11, 2017
Putting All Your Eggs in Many Baskets — The Power of Diversification

By Sheldon P. McFarland

This blog is from our 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 than one occasion to emphas... Read more

Portfolio Management

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May 4, 2017
So You’re Telling Me There’s a Chance

By Matthew J. Carvalho

Every spring those of us in the investment management industry keep our eyes peeled for the Standard & Poors Index vs Active report, basically the industry scorecard for how well active manag... Read more

Portfolio Management

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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 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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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 7, 2017
It’s Always a Good Time to Talk About Risk and Volatility

By Payel Farasat

In the 68 trading days in the U.S. stock market from 11/11/16 to 2/17/17, the Dow Jones Industrial Average (DJIA) set new all-time high records on 26 of those days. In the last seven consecutive... Read more

Behavior Management / Portfolio Management

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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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February 7, 2017
The Folly of Chasing Dividend Yield

By John Scruggs

This blog is from the February issue of Portfolio Perspectives. Since the “great recession,” interest rates have been considered low by historical standards, and it’s not just a recent phenomenon... Read more

Client Ready / Portfolio Management

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February 2, 2017
Stupid Stock Market Tricks: The Super Bowl Indicator

By J. William G. Chettle

As millions of people around the world prepare to watch Super Bowl LI this Sunday, at least some are concerned more about how the outcome may affect their portfolios than the game itself.... Read more

Behavior Management / Client Ready / Portfolio Management

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