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June 9, 2020
Money and Happiness

By Susan Strasbaugh

“Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economi... Read more

Behavioral Finance / Financial Planning

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April 3, 2020
What Do You Do When Markets Are Down? Build Wealth!

By Buckingham Team

It never feels great to see the stock market drop, especially by a lot, and then watch as your portfolio’s value falls with it. Fear, frustration, anger, anxiety, helplessness – each is a totally... Read more

Financial Planning / Volatility

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June 17, 2019
Can You Win in a Lose-Lose Game: Tariffs and Trade Wars

By Loring Ward Team

“We’re On The Brink Of An All-Out Trade War!” “Market Futures Fall As Investors Anticipate New Tariffs!” “What Will Happen If Trade Tensions Escalate!?” Chances are you’ve seen headlines like the... Read more

Financial Planning / Investing

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May 15, 2019
Tim Maurer’s Top 10 Personal Finance Books

By Tim Maurer

Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor development for t... Read more

Financial Planning / Investing

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July 18, 2018
4 Charts Every Investor Should Know. #4: Stop Changing Lanes

By Loring Ward Team

This is the final blog in a four-part series from our summer issue of 360 Insights. Read the other blogs in this series: Let Markets Work for You, Stay on Track with Diversification, Own Great Co... Read more


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March 20, 2018
Feeling Nervous About the Stock Market? Watch This 3-Minute Video

By J. William G. Chettle

As the second longest bull market in U.S. history continues (with occasional blips), many investors are worried about when the inevitable downturn will occur. While no one enjoys a market correct... Read more

Behavioral Finance / Investing / Volatility

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February 15, 2018
3 Common Investing Mistakes and How To Avoid Them

By Loring Ward Team

Information about how investors really make decisions is being researched all the time. However, work in the field of behavioral finance — some of which has won the Nobel Prize in economics — has... Read more

Behavioral Finance / Investing

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February 7, 2018
Where Advisors Shine (and Robo-Advisors Don’t): Individualized Behavioral Coaching

By Steven J. Atkinson

“The dominant determinant of real-life, long-term investment outcomes is not investment performance, it’s investor behavior.”   — Nick Murray, author When it comes to investing, almost ever... Read more

Behavioral Finance / Investing / Volatility

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January 11, 2018
A Bowl of Cashews and the Nobel-Prize Lesson of Self-Control

By Meir Statman

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  Richard Thaler was recently honored with the Nobel Prize in Economics for his pioneering work in h... Read more

Behavioral Finance

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October 19, 2017
The Nobel Prize, the NFL and the Guacamole Conundrum

By Matthew J. Carvalho

Judging by the size of the book signing line for Professor Richard Thaler at the CFA (Chartered Financial Analyst) Annual Conference a few months ago, it was clear that he had made an impact. Not... Read more

Behavioral Finance / Investing

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