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November 16, 2018
Should We Keep the Faith in Factor Premiums?

By Sheldon P. McFarland

It’s no secret that a key aspect of Loring Ward’s portfolio management effort is capturing value, small cap, and profitability factor premiums for our clients. It’s also no secret that some of th... Read more

Investing

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June 2, 2016
What Many Investors Get Wrong About “Average Returns”

By Sheldon P. McFarland

<!––> This blog is from the June issue of Portfolio Perspectives.   You come to the edge of a fast-flowing river and want to get to the other side. You read the sign conspi... Read more

Investing

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