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August 6, 2020
Code Name: Monte Carlo

By Sheldon P. McFarland

What do you get when you assemble a dozen or so of nuclear science’s greatest minds, give them access to the world’s first electronic general-purpose digital computer, and spend $2 billion during... Read more

Financial Planning

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June 15, 2018
3 Investment Lessons from the NBA Finals

By Jonathan Scheid, CFA, AIF

Another National Basketball Association (NBA) season is in the books and it concluded with the same two teams meeting up in The Finals as the prior three years. The Golden State Warriors defeated... Read more

Investing

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January 28, 2015
The Last Redoubt of Active Management—Down Markets?

By J. William G. Chettle

So there I am, at a recent Loring Ward Conference during a break. We’d just wrapped up a presentation on Asset Class Investing that includes a number of slides on the challenges active managers h... Read more

Investing

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December 22, 2014
Ho Ho Horrible Holiday Investing Myths

By J. William G. Chettle

Instead of sitting back with a glass of egg nog and overdosing on Rankin/Bass holiday specials, some investors spend year-end trying to decorate their portfolios with dubious investment ideas. He... Read more

Behavioral Finance / Investing

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August 19, 2014
As Mediocre As Gold

By J. William G. Chettle

The gold standard. Good as gold. The golden years…   So many of our expressions of value and excellence derive from gold. We even use it to symbolize the lifelong commitment (ideally) of mar... Read more

Investing

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March 26, 2014
Mean Variance Optimization: Factor-Based or Asset Class-Based Inputs

By Matthew J. Carvalho

Working with Dr. Harry Markowitz on the Loring Ward Investment Committee has taught me to never look at any type of change to a portfolio until I’ve done extensive mean variance optimization (MVO... Read more

Investing

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