This guest post is from Joni Clark, the Chief Investment Officer at our partner, Loring Ward. She addresses the recent headlines to determine if they are in fact newsworthy. On March 5, the Dow Jones Industrial Index rose to a new record high of 14,254, a level not seen since October of 2007. … [Read more...] about The Dow Hits a New High! A Light at the End of the Tunnel?
Behavioral Factors in Investing
If you have been watching or reading the news lately, you have heard about the small country of Cyprus and its debt problems. Before last week, most of us couldn't have picked out the Mediterranean island on a global map. However, it seems that the media can not help but turn all daily news … [Read more...] about Crisis Du Jour – What to do about Cyprus?
This is a guest post from Sheldon McFarland,VP, Portfolio Strategy and Research with our partner Loring Ward. He addresses why investor behavior is often at times at odds with their long term interests. What are you worrying about today? If you are an investor, you’ve had plenty of choices … [Read more...] about The Cost of Fear: Reduced Investment Returns
This is a guest post from Joni Clark who is the Chief Investment Officer at our partner, Loring Ward. What is the stock market going to do over the next year? And how about the economy? Wouldn't it be great to know in advance? At the end of every year, Wall Street prognosticators look into … [Read more...] about Predictions of Uncertainty
This guest post is written by our friend, Nick Murray who was the recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding. This client letter details the continuous struggle that pessimism has on people's investment habits and asks that we take … [Read more...] about 2012: The Year Pessimism Got Skunked….Again
This week's post was written by Dan Hoeck who works for our partner Loring Ward as a Senior Portfolio Analyst in Portfolio Research. He writes about the never ending people who have predicted the End of the World in their lifetimes. Once again, we are facing the impending threat of the end of … [Read more...] about It’s the End of the World…Again