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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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October 5, 2018
Investing Strategically, Not Emotionally

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter. While many of us understand that our emotions can compromise our long-term financial goals, it isn’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 15, 2018
3 Investment Lessons from the NBA Finals

By Jonathan Scheid, CFA, AIF

Another National Basketball Association (NBA) season is in the books and it concluded with the same two teams meeting up in The Finals as the prior three years. The Golden State Warriors defeated... Read more

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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November 9, 2017
Answers to Frequently Asked Advisor Questions, Part Two

By Payel Farasat

This is the second in a two-part series. Read Part One. In our ongoing conversations with financial advisors, we often hear similar questions about our investment philosophy, how we build portfol... Read more

Investing

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October 12, 2017
Answers to Frequently Asked Advisor Questions

By Payel Farasat

In our ongoing conversations with financial advisors, we often hear similar questions about our investment philosophy, how we build portfolios and current market conditions. This blog post is the... 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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June 13, 2017
Markets Reward Long-Term Investors — Most Stocks Don’t

By J. William G. Chettle

This blog is from our June issue of Portfolio Perspectives. The fundamental value proposition of active management is that skilled managers can successfully pick winning stocks (and avoid poor pe... Read more

Investing

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May 11, 2017
Putting All Your Eggs in Many Baskets — The Power of Diversification

By Sheldon P. McFarland

This blog is from our May issue of Portfolio Perspectives.   “Don’t put all of your eggs in one basket.”   You’ve probably heard this old saying used on more than one occasion to emphas... Read more

Investing

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