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March 7, 2019
2018 Report Card For Hedge Funds

By Larry Swedroe

Hedge funds entered 2019 coming off their ninth-straight year of trailing U.S. stocks (as measured by the S&P 500 Index) by significant margins. And for the 10-year period ending 2017 — one t... Read more

Investing

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December 26, 2018
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.  H... Read more

Investing

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November 8, 2018
Quarterly Perspectives Video: What Follows Market Highs?

By Jonathan Scheid, CFA, AIF

U.S. stocks were one of the best performing markets in the third quarter. During the quarter, we saw two impressive milestones occur in U.S. stocks: First, Apple, Inc. became the first $1 trillio... Read more

Investing

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October 11, 2018
Loring Ward Q3 2018 Market Commentary

By Jonathan Scheid, CFA, AIF

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing

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October 5, 2018
Investing Strategically, Not Emotionally

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter. While many of us understand that our emotions can compromise our long-term financial goals, it isn’t... Read more

Investing

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July 18, 2018
4 Charts Every Investor Should Know. #4: Stop Changing Lanes

By Loring Ward Team

This is the final blog in a four-part series from our summer issue of 360 Insights. Read the other blogs in this series: Let Markets Work for You, Stay on Track with Diversification, Own Great Co... Read more

Investing

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July 10, 2018
Loring Ward Q2 2018 Market Commentary

By Jonathan Scheid, CFA, AIF

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing

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April 5, 2018
2017: Another Bad Year for Expert Predictions

By J. William G. Chettle

This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter. Every year, experts make bold pronouncements about the market and the economy. And every year, most... Read more

Behavioral Finance / Investing

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March 15, 2018
The Perils of Trying to Avoid the Worst Days in the Stock Market

By Loring Ward Team

Financial markets ebb and flow, and although it is natural to feel excited when stock markets do well and concerned when stock markets drop, it’s not usually a good idea to let those emotions dic... Read more

Investing

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February 5, 2018
Putting the Recent Market Volatility in Perspective

By Matthew J. Carvalho

“Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems t... Read more

Behavioral Finance / Investing / Volatility

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