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November 29, 2018
Why Combining Factor Premiums Makes Sense

By Sheldon P. McFarland

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

Investing

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January 30, 2018
What Should Investors Make of Bitcoin Mania?

By Matthew J. Carvalho

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

Investing

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August 17, 2017
Sam Savage and the “Flaw of Averages”

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

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September 28, 2016
Dr. Harry Markowitz Honored by Loring Ward

By J. William G. Chettle

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

Behavioral Finance / Investing

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February 17, 2016
Evaluating Factors of Expected Return

By Jerrod L. Foster

This blog is the first in a four-part series on factors of return.   Research has identified approximately 316 new factors in the academic literature from 1964 through 20131, so how can we b... Read more

Investing

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January 5, 2016
Rolling the Dice on Return Premiums

By Sheldon P. McFarland

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

Behavioral Finance / Investing

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December 8, 2015
Loring Ward’s Framework for Performance Measurement and Monitoring

By Jerrod L. Foster

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

Investing

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March 13, 2014
Window Dressing

By Sheldon P. McFarland

Source: “Corporate Bond Market Transaction Costs and Transparency,” Edwards, Harris, Piwowar. The Journal of Finance, Volume 62, Issue 3, June 2007.   Are you using individual bonds to diffe... Read more

Investing

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