With many stock market indices at all-time highs, Washington awash in political turmoil and unsettling news around the globe, many investors may be unsure what to do next.
Education and perspective from Loring Ward.
March 2, 2017
March 2017 Portfolio Perspective – Why Uncertainty Might Just Be an Investor’s Best Friend
February 2, 2017
February 2017 Portfolio Perspective – The Folly of Chasing Dividend Yield
The temptation to chase yield may be strong but investors should focus on total returns rather than dividends.
January 12, 2017
January 2017 Portfolio Perspective – Financial Risk through a Wide-Angle Lens
Advisors must consider risk beyond the traditional portfolio of stocks and bonds when designing a long-term investment plan.
Investment Committee Brochure
Meet the people responsible for building and managing Loring Ward’s portfolios
A Foundation of Excellence
This brochure explains our overall approach to building portfolios, why we chose to work with Dimensional Fund Advisors more than 20 years ago, and why we continue to work with them today.
Design | Build | Protect – Our Advisory Process for Clients
This brochure details a comprehensive 3-step approach that starts with identifying goals, moves to the three decisions every investor has to make and concludes with helping protect investors from emotional decisions and trying to outguess the market.
September 28, 2016
Press Release – Loring Ward awarded Dr. Harry Markowitz its Heritage Award at their National Education Conference in San Diego.
September 28, 2015
Press Release – Loring Ward Launches Redesigned Website
August 4, 2015
Press Release – An Open Letter to Advisors Working with Curian
What if the Stock Market Dropped 20%?
Would you throw up, give up or stay the course? Investors share their perspectives.
Masters Of Modern Finance – Meir Statman
Find out what behavioral finance expert Meir Statman has to say about the role our emotions play in making decisions.