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March 7, 2019
2018 Report Card For Hedge Funds

By Larry Swedroe

Hedge funds entered 2019 coming off their ninth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2017 — one t... Read more

Investing

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July 5, 2018
4 Charts Every Investor Should Know. #2: Stay on Track with Diversification

By Loring Ward Team

This is the second blog in a four-part series from our summer issue of 360 Insights. Read the first blog. Sometimes a picture really can make things easier to understand. Many of the important id... Read more

Investing

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June 22, 2017
What Are You Aiming For?

By Matthew J. Carvalho

This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to fin... Read more

Behavioral Finance / Investing

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January 12, 2017
2016: The Most Typical Year Nobody Saw Coming

By Matthew J. Carvalho

“It’s the 2008 Crisis all over again,” “Prepare for stocks to fall another 10%,” “World Economy Trapped in a ‘Death Spiral,’ ” “Sell Everything”1 — these were the loudest sentiments we heard from... Read more

Investing

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January 10, 2017
Did You Earn 40% in 2016?

By Matthew J. Carvalho

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. That sounds like a crazy question, right? CDs, savings accounts and many bonds are paying next to n... Read more

Investing

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November 16, 2016
Thoughts on Predictions and the 2016 Election

By Alex Potts

This blog is from our November issue of Portfolio Perspectives. As the 2016 election results were coming in on the night of November 8, stock market futures seemed to point to a large stock marke... Read more

Behavioral Finance / Investing

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October 27, 2016
Recommended Reading About the “Brainiacs” at Dimensional

By Alex Potts

I enjoyed reading the recent article and Blog written by Jason Zweig of the Wall Street Journal pertaining to Dimensional Fund Advisors (DFA). As a fan of Jason’s and his message I am a bit biase... Read more

Investing

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October 12, 2016
There is Always a Reason to Sell…Unless You Want to Achieve Your Goals

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.   The problem with good advice is that it tends to be boring, especially when it comes to your p... Read more

Investing / Retirement

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September 20, 2016
Could You Be Your Own Worst Enemy?

By Sheldon P. McFarland

This blog is from the September issue of Portfolio Perspectives.   “The investor’s chief problem — and even his worst enemy — is likely to be himself.”   — Benjamin Graham, The Intellig... Read more

Behavioral Finance

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June 28, 2016
4 Ways to Help Manage Risks

By Payel Farasat

<!– –> This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. This is the third article of a four-part series to help you understand our... Read more

Investing

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