Videos

Would you throw up, give up or stay the course? Investors share their perspectives.

Find out what behavioral finance expert Meir Statman has to say about the role our emotions play in making decisions.

Free markets and capitalism explained via a $2 cup of coffee

See how $1 invested in the total U.S. market grew from 1927-2012—as well as what was in the headlines in Time Magazine. As the video shows, short-term news events generally have little long-term effect on the market's continuing growth

Too many Investors focus on the one thing that they can’t control – the stock market – instead of focusing on all the important areas that really matter and that they can control. Watch this two minute video to learn more.

This 3-minute video makes it clear why investors need the guidance of a financial advisor. Listen to the stories of several individuals who regret making some of the following financial mistakes– not planning and saving enough for retirement, investing in only one stock, not participating in a company-matched 401(k) and failing to get help from an advisor. Share this powerful video with your clients and prospects so they don’t make the same mistakes.

Joni Clark, CFA, CFP®, Loring Ward Chief Investment Officer, explains how a “total return” strategy can help investors sustain income needs throughout their retirement. Watch this short video to learn more.

A "magical" demonstration of how $1 invested in the U.S. Stock market in 1926 grew to almost $3000

Joni Clark, CFA, CFP®, Loring Ward Chief Investment Officer, explains how a “total return” strategy can help investors sustain income needs throughout their retirement. Watch this short video to learn more.