Should We Keep the Faith in Factor Premiums?
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
Feeling Nervous About the Stock Market? Watch This 3-Minute Video
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
3 Common Investing Mistakes and How To Avoid Them
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
Where Advisors Shine (and Robo-Advisors Don’t): Individualized Behavioral Coaching
“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
Change How You Think About Bull Market Investing
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
How Hiking Pikes Peak Is Like Long-term Investing
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
Sam Savage and the “Flaw of Averages”
“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
What if Rip Van Winkle Invested in the U.S. Stock Market?
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
The Cycle of Emotions and Long-term Investing
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
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