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November 16, 2018
Should We Keep the Faith in Factor Premiums?

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

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February 26, 2016
A Closer Look at the Market Premium

By Jerrod L. Foster

Source: Morningstar Direct 2016, DFA Returns. 2.0 2016; US Market Premium is defined as the return on the US Market Asset Class minus the return on the One-Month T-Bill. The US Market Asset Class... Read more

Investing

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