By Sheldon P. McFarland

It’s no secret that a key aspect of Loring Ward’s portfolio management effort is capturing value, small cap, and profitability factor premiums for our clients. It’s also no secret that some of th... Read more

Investing

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

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

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

By Patrick McDermott

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  Many months of stock market highs have led investors to ask, “How long is this going to last, and... Read more

Behavioral Finance / Investing

By Matthew J. Carvalho

Looking up, the top of the mountain didn’t look all that high, this should be a piece of cake. About three hours later, I started to realize that was simply the foothill in front of the real summ... Read more

Investing

By Payel Farasat

“Plans based on average assumptions are wrong on average.” – Dr. Sam L. Savage It is my pleasure to announce that the Portfolio Strategy & Research (PSR) team at Loring Ward has created an in... Read more

Behavioral Finance / Investing

By Sheldon P. McFarland

This is an updated version of our August 2014 Portfolio Perspectives. Nearly 200 years ago, the American short story “Rip Van Winkle” became an instant classic. The main character, Rip, is a simp... Read more

Behavioral Finance / Investing

By Loring Ward Team

As human beings, we have ingrained tendencies to let our short-term emotions guide our longer-term decisions, such as investing. For example, strong emotions can quickly cause us to misinterpret... Read more

Behavioral Finance