Should You Worry About an Inverted Yield Curve?
Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis point lower than the yield of 2.84 percent on the three-year Tr... Read more
Markets (and some premiums) Bounce Back
What a difference a few months can make! A few months at the end of 2018 turned U.S. stock returns negative and made international stocks to decline further for the year. Now, just a few months a... Read more
Do Surprises Really Move Markets?
French economist Louis Bachelier long ago remarked: “Clearly the price considered most likely by the market is the true current price: if the market judged otherwise, it would not quote this pric... Read more
Discipline: A Necessary Condition for Successful Investing
A good friend, Sherman Doll, related the following story. Sherman has been a two-line sport kite flier for years. While not a pro, he has learned a few tricks from observing the flying behavior o... Read more
Should We Keep the Faith in Factor Premiums?
It’s no secret that a key aspect of Loring Ward’s portfolio management effort is capturing value, small cap, and profitability factor premiums for our clients. It’s also no secret that some of th... Read more
Quarterly Perspectives Video: What Follows Market Highs?
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
3 Investment Lessons from the NBA Finals
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
6-Minute Video Puts Last Quarter’s Volatility in Perspective
If I could use only one word to describe the first quarter of 2018 it would be volatility. Many of us saw headlines discussing the largest point drops ever for the Dow Jones Industrial Average on... Read more
Feeling Nervous About the Stock Market? Watch This 3-Minute Video
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
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- Volatility Clustering FAQ What is volatility? Volatility is the rate at which...
- Hindsight is Clearer Than Foresight This article is featured in the winter edition of our 3...
- The Effect of Diversification <!----> This blog is from the May issue of Por...