Meet the people responsible for building and managing Loring Ward’s portfolios
Insights
Learn more about our investment philosophy and client advisory process and find resources to help you educate your clients, including market commentary and perspective, brochures, press releases and our most popular videos.
Brochures
Investment Committee Brochure
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.
Fundamentals of Asset Class Investing Brochure
This 16-page brochure explains the key tenets of Asset Class Investing, including its potential advantages over both active management and traditional indexing.
Commentary
July 21, 2017
July 2017 Portfolio Perspective – What if Rip Van Winkle Invested in the U.S. Stock Market?
June 13, 2017
June 2017 Portfolio Perspective – Markets Reward Long–Term Investors — Most Stocks Don’t
New research shows why successful stock picking is so hard.
May 9, 2017
May 2017 Portfolio Perspectives – Putting All Your Eggs in Many Baskets — The Power of Diversification
See how diversification may help shield your portfolio from large losses.
News
August 14, 2017
Press Release – Loring Ward Hosts 23rd National Education Conference (NEC)
September 28, 2016
Press Release – Loring Ward awarded Dr. Harry Markowitz its Heritage Award at their National Education Conference in San Diego.
Videos
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.
This hypothetical look at Rip Van Winkle as an investor is a good reminder of why keeping a long-term perspective is important, even when headlines may tempt us to pull out of the stock market.
Download Commentary Article