At Loring Ward we often talk about pie charts, but in the spirit of Thanksgiving we thought we would just talk about pie. Actually, pumpkin pie to be more specific.
If you’d like to impress your friends and family, try out this traditional holiday pie recipe from a member of our Loring Ward family.
Have a safe, delicious and happy Thanksgiving!
Imagine investing in an asset that has increased in value by 14.8% per year over the last three years. This asset also had a standard deviation in the single digits during this period and had a positive return when U.S. stocks fell last September. Continue reading
“It’s not what you know, but who you know.”
Nothing exemplifies the truth of this old saying better than LinkedIn, especially when it comes to growing your advisory business.
It’s all about Granovetter Transivity—otherwise known as the ability of casual acquaintances and colleagues to greatly expand your network and connect you with people you might never have been able to meet otherwise. This connectivity—first noted by sociologist Mark Granovetter in his ground-breaking, 1973 paper The Strength of Weak Ties—is why LinkedIn is one of the most powerful prospecting tools for Financial Advisors I’ve seen in my 20-year career. Continue reading
When volatility comes back into the market, many investors feel the urge to make changes.
In other words: don’t just sit there – do something!
Source: Morningstar Direct 2014. Indexes are unmanaged baskets of securities that are not available for direct investment by investors. Index performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. All investments involve risk, including loss of principal. Stock investing involves risks, including volatility (up and down movement in the value of your assets) and loss of principal.