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October 11, 2017
Q3 2017 Market Commentary

By Matthew J. Carvalho

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 2, 2017
Fear the Fed?

By Matthew J. Carvalho

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  “The Fed’s rate hike could cause chaos in markets — and investors may not be ready.” While this coul... Read more

Investing

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August 28, 2017
Investors: Beware the Gambler’s Fallacy

By Sheldon P. McFarland

This blog is from our August issue of Portfolio Perspectives.  When you look at the annual returns for the S&P 500 index for the past eight years as displayed in the table below, what do you... Read more

Behavioral Finance / Investing

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July 25, 2017
What if Rip Van Winkle Invested in the U.S. Stock Market?

By Sheldon P. McFarland

This is an updated version of our August 2014 Portfolio Perspectives. Nearly 200 years ago, the American short story “Rip Van Winkle” became an instant classic. The main character, Rip, is a simp... Read more

Behavioral Finance / Investing

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July 11, 2017
Q2 2017 Market Commentary

By Ritika Puri

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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June 22, 2017
What Are You Aiming For?

By Matthew J. Carvalho

This article is featured in the summer edition of our 360 Insights Quarterly Client Newsletter. When you look at the returns of a variety of asset classes over the past 15 years, it’s hard to fin... Read more

Behavioral Finance / Investing

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June 13, 2017
Markets Reward Long-Term Investors — Most Stocks Don’t

By J. William G. Chettle

This blog is from our June issue of Portfolio Perspectives. The fundamental value proposition of active management is that skilled managers can successfully pick winning stocks (and avoid poor pe... Read more

Investing

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May 4, 2017
So You’re Telling Me There’s a Chance

By Matthew J. Carvalho

Every spring those of us in the investment management industry keep our eyes peeled for the Standard & Poors Index vs Active report, basically the industry scorecard for how well active manag... Read more

Investing

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May 2, 2017
High Valuations Got You Down?

By Matthew J. Carvalho

Much research has been done on stock valuations, and historically buying into the market at lower valuations has seen higher returns than when buying in at higher valuations. However, the data is... Read more

Investing

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April 6, 2017
Investing FOR the Future, Not IN the Future

By J. William G. Chettle

A version of this article appears in our spring 360 Insights quarterly newsletter. “I have no doubt that in reality the future will be vastly more surprising than anything I can imagine.” –... Read more

Investing

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