Loring Ward

“If you remember only one thing…” Advisors who attended Loring Ward’s 2017 National Education Conference will likely remember Frank Luntz’s important message about what to say (and what NOT to say) to investors. As founder and president of Luntz Global, Luntz has written and conducted more than 2,500 surveys and focus groups throughout the world. You may have seen him

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This year we have looked at how advisors can shape their practice to be even more help to their aging clients. However, it is not only clients who are retiring in droves, but also their advisors! A 2017 study from Cerulli and Associates found that the average age of wealth advisors in the U.S is nearly 51, with 43% over

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Last month we talked about the challenge that many advisors are facing as they look at their own retirements.  Think about this: much of your career has focused on helping clients accumulate for the future and then plan for retirement.  Now as you approach that time when your retirement is at hand, there are some issues to think about that

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It may be the most wonderful time of the year, but for financial advisors, it is also one of the busiest times of the year. While you are in the process of meeting with your clients to review important changes to their family, health, goals, or anything else that may impact their long-term plan, here is a reminder of a

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Standard & Poor’s Index vs. Active report (SPIVA), the DOL Fiduciary Rule, how to be more persuasive, and presidential elections were among the most popular topics in Loring Ward’s blog during 2017. Here are links to our 10 most-read blogs: So You’re Tell Me There’s a Chance: A look at the latest SPIVA report, the industry scorecard for how well

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This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter.  With major security breaches regularly in the headlines, such as the hacking of Equifax, Uber, Hyatt, Verizon, Yahoo, and too many other companies, what are some practical steps you can take to protect yourself and your information online? Loring Ward, as well as partner firms

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Much of the discussion between advisor and client is how to use financial resources to create happiness in retirement. In this month’s blog post, I provide a map you can use as the foundation for your discussion. What are the keys to retirement happiness? I hear this question often. Many people are under the assumption that the concepts of happiness

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This headline1 from CNBC in August is probably more wishful thinking than thoughtful analysis. Yet the current bull market starting in March 2009 has already lasted over 100 months when measured by monthly returns and a 20% threshold. During that time, the market has risen over 300% in total return. While the length and strength of this bull market have

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The most successful advisors are continually looking for ways to improve their offerings while helping more people. When those advisors ask us, “What do investors really want from their advisor?” we respond with… Just ask them directly for honest feedback And give them an opportunity to respond anonymously as well Just Ask About three years ago we rolled out a

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This is the second in a two-part series. Read Part One. In our ongoing conversations with financial advisors, we often hear similar questions about our investment philosophy, how we build portfolios and current market conditions. In this blog post, I answer some of the most commonly-asked questions. How can Loring Ward’s approach be used to generate retirement income? We take

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