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October 8, 2020
Optical Illusions in Investing

By Zach Novak

Do you remember “The Dress”? From way back in 2015? Sure, hundreds of internet sensations memorable for one reason or another have gone viral over the years, but this one made a splash by any sta... Read more

Investing

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September 2, 2020
Benefits of Rebalancing

By Connie Brezik

Diversifying your investment portfolio means putting together a mix of stocks, bonds and other investments with your financial goals, time horizon and risk tolerance in mind. Your mix is called y... Read more

Investing

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April 6, 2020
Maximizing Outcomes by Reducing Taxes Over Your Lifetime

By Kurt Wunderlich

As a kid, if you get $20 from your parents the world opens up and the possibilities seem just endless. Candy bars, apps, the latest “it” thing and so much more can be yours. You pull out your spe... Read more

Financial Planning

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October 31, 2019
7 Financial Tips to Avoid Leaving Money on the Table

By Jonathan Scheid, CFA, AIF

The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven... Read more

Financial Planning

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July 11, 2019
Why Is Inflation So Low? (And What to Do About It)

By Jonathan Scheid, CFA, AIF

Ronald Reagan famously described inflation as being “as violent as a mugger, as frightening as an armed robber and as deadly as a hitman.” While the inflation experienced under President Reagan w... Read more

Investing

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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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April 26, 2019
Investing Is Hard — Get Help from a Trusted Advisor

By Loring Ward Team

Some things are just too difficult or stressful to do on your own. Like a dietitian or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate yo... Read more

Financial Planning

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April 3, 2019
Markets (and some premiums) Bounce Back

By Jonathan Scheid, CFA, AIF

What a difference a few months can make! A few months at the end of 2018 turned U.S. stock returns negative and made international stocks to decline further for the year. Now, just a few months a... Read more

Investing

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March 14, 2019
3 Factor Investing Myths

By Larry Swedroe

As the chief research officer for Buckingham Strategic Wealth, Loring Ward, and the BAM Alliance, I receive many questions from advisors and investors regarding concerns about factor-based invest... Read more

Investing

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March 7, 2019
2018 Report Card For Hedge Funds

By Larry Swedroe

Hedge funds entered 2019 coming off their ninth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2017 — one t... Read more

Investing

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