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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 20, 2018
Feeling Nervous About the Stock Market? Watch This 3-Minute Video

By J. William G. Chettle

As the second longest bull market in U.S. history continues (with occasional blips), many investors are worried about when the inevitable downturn will occur. While no one enjoys a market correct... Read more

Behavioral Finance / Investing / Volatility

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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 7, 2018
Where Advisors Shine (and Robo-Advisors Don’t): Individualized Behavioral Coaching

By Steven J. Atkinson

“The dominant determinant of real-life, long-term investment outcomes is not investment performance, it’s investor behavior.”   — Nick Murray, author When it comes to investing, almost ever... Read more

Behavioral Finance / Investing / Volatility

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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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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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January 18, 2018
Change How You Think About Bull Market Investing

By Patrick McDermott

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  Many months of stock market highs have led investors to ask, “How long is this going to last, and... Read more

Behavioral Finance / Investing

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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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September 28, 2017
International Investing Rewards Patient Investors

By J. William G. Chettle

This article is featured in the fall edition of our 360 Insights Quarterly Client Newsletter.  What a difference a few months can make. Whether it was Brexit, Grexit, worries about China or “expe... Read more

Investing

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