Why Combining Factor Premiums Makes Sense
In a recent blog post we showed that the value, small cap, and profitability factor premiums can turn negative for extended periods of time. In that discussion we focused on individual factor pre... Read more
What Should Investors Make of Bitcoin Mania?
Unless you have been living in a cave the last few months, chances are you have seen plenty of headlines about Bitcoin and Blockchain technology. With Bitcoin rising in value over 1,000% in 2017,... 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
Dr. Harry Markowitz Honored by Loring Ward
Loring Ward today awarded Dr. Harry Markowitz its Heritage Award at the firm’s National Education Conference in San Diego. Markowitz, best known for winning the Nobel Prize in Economic Sciences i... Read more
Rolling the Dice on Return Premiums
This blog is from the January issue of Portfolio Perspectives. Test your knowledge of probability: If I’m rolling two standard six-sided dice and you’re picking the outcome (the sum of the... Read more
Loring Ward’s Framework for Performance Measurement and Monitoring
The Loring Ward Investment Committee’s performance monitoring process allows the Investment Committee and Advisors to understand the drivers of performance for our model portfolios. To evaluate t... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...
- Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule When the U.S. Department of Labor’s (DOL) new fiduciary...
- Hindsight is Clearer Than Foresight <!---->This article is featured in the winter edi...