By John Scruggs

This blog is from the January issue of Portfolio Perspectives. The world is risky. The future is uncertain. And many of the decisions we make can have a profound impact on our future welfare. Thi... Read more

Investing

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

By Michael Noland

Guest author Michael Noland is a financial advisor and managing partner with Integrated Financial in Tulsa, Oklahoma. One of the things I tell my clients is that if I’m doing my job as their advi... Read more

Behavioral Finance / Investing / Practice Management

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

By Alex Potts

Since many of you may be getting questions about what the election results may mean for client portfolios, we have put together some resources to help educate clients and provide perspective. The... Read more

Behavioral Finance / Practice Management

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

By J. William G. Chettle

Loring Ward today awarded Dr. Harry Markowitz its Heritage Award at the firm’s National Education Conference in San Diego. Markowitz, best known for winning the Nobel Prize in Economic Sciences i... Read more

Behavioral Finance / Investing

By J. William G. Chettle

“Are you fully prepared to support your clients’ needs all the way through retirement?”   This was the challenge that educator and retirement authority Barry LaValley threw out to almost 200... Read more

Behavioral Finance / Investing / Retirement

By Payel Farasat

<!––>This blog is from the August issue of Portfolio Perspectives.   Even if you don’t consider yourself much of a gambler, you probably can answer this question correctly:... Read more

Investing