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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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July 13, 2018
4 Charts Every Investor Should Know. #3: Own Great Companies Around the World

By Loring Ward Team

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

Investing

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September 28, 2017
International Investing Rewards Patient Investors

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  What a difference a few months can make. Whether it was Brexit, Grexit, worries about China or “expe... Read more

Investing

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July 19, 2016
No One Knows What Will Happen with Brexit… But Long-Term Investors Probably Shouldn’t Worry Too Much

By J. William G. Chettle

This blog is from the July issue of Portfolio Perspectives. Unlike fans of horror movies, markets hate scary surprises. On June 22, many markets, even betting parlors, were predicting that Britis... Read more

Investing

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June 24, 2016
Special Investment Committee Report — FAQ on Brexit & the Markets

By Payel Farasat

<!––>What was “Brexit” and why did it happen?   Brexit (short for “British Exit”) was the nickname given to the movement to persuade the British government to pull Britain... Read more

Investing

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February 4, 2016
Falling Back in Love with International Stocks

By Sheldon P. McFarland

This blog is from the February issue of Portfolio Perspectives.   The international stock markets have underperformed U.S. stock markets for three straight years.1 China came out of the gate... Read more

Investing

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January 21, 2016
2015 Performance Review

By Jerrod L. Foster

Concerns about Greece exiting from the European Union, China’s economic slowdown and volatility in its financial markets, and Puerto Rico’s debt “death spiral” permeated financial markets through... Read more

Investing

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July 22, 2015
It’s all Greek to Me!

By Matthew J. Carvalho

The last month has been custom-made for the financial press. Greece potentially voting to exit the Euro? China’s stock market in a free-fall despite heavy government intervention? Puerto Rico’s G... Read more

Investing

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March 11, 2015
X-Rated Investment Pornography?

By Sheldon P. McFarland

I came across this article recently: “Why invest in international funds? It’s a mystery.” At the time of writing this post there was one individual who commented that this was the “dumbest articl... Read more

Investing

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November 18, 2014
Focusing on Short-Term Returns can be Hazardous for your Wealth

By Matthew J. Carvalho

Imagine investing in an asset that has increased in value by 14.8% per year over the last three years. This asset also had a standard deviation in the single digits during this period and had a p... Read more

Investing

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