CLS Blog

Some Trading Maxims That Influenced My Investing

August 18, 2017

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Years ago, I worked with bond and currency traders around the world (mostly in New York City, Chicago, and London), providing trading recommendations and market commentary every 20 minutes during market hours. The work environment was fast-paced, fun, and absolutely awesome in terms of being…

Read More

Open Doors

August 16, 2017

Content provided by Robyn Murray, Freelance Writer Bailey Neben was scanning the Babson College alumni directory when she realized she was just one of 13 Nebraskans to ever attend the Boston-based university. Who were these fellow Cornhuskers? What drove them to the East Coast? Did they ever go back home? She started wondering about this…

Read More

Are International Stocks Really Beating U.S. Markets?

August 11, 2017

Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Of course they are! Are you kidding me? It’s not even close! (This is what I imagine you’re saying in your head right now.) Just take a look at the data below from two ETFs that proxy the U.S. and international stock markets: ITOT for the…

Read More

The Market ≠ The Dow

August 10, 2017

Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager “The market is up 100 points today!” How often do you hear that comment? Some of my family members who have no market knowledge even referenced movements in the Dow Jones Industrial Average (DIJA). There are so many questions that come to mind when I hear…

Read More

Integrity Counts

August 3, 2017

Content provided by Robyn Murray, Freelance Writer Andie Wilkinson was full of energy as a kid. She signed up for every sport she could — often at the encouragement of her parents who were looking for ways to channel her exuberance. She ran track; played soccer, softball, and basketball; she was a cheerleader and a…

Read More

The Battle of the Acronyms: SRI Versus ESG

July 28, 2017

Content provided by Kostya Etus, CFA, Portfolio Manager Values-based investing has been making headlines and growing a lot of assets recently. What is it? There are many definitions, and it can mean something different to everyone. But, I believe the following are some unifying classifications: Socially Responsible Investing (SRI) is the “old school” or “traditional” values-based…

Read More

Why (Risk-Adjusted) Return Expectations Matter

July 27, 2017

Content provided by Joseph Smith, CFA – Senior Market Strategist Formulating return expectations is an important component of disciplined investing. Return expectations often fall prey to being unadjusted for risk. At CLS, we evaluate return expectations (CLS Edge Score) after adjusting for risk via Risk Budgeting. Being a disciplined investor requires an expectation of what…

Read More

Q & A with Nicholas Arreola, PhD, Creighton University

July 21, 2017

CLS’s Case Eichenberger, CIMA, Client Portfolio Manager sits down with Creighton University’s Nicholas Arreola, PhD, Data Scientist, Developer, to discuss behavioral finance.

Read More

Don’t Let Malware Make You “WannaCry”

July 14, 2017

Content contributed by NorthStar IT On May 12, 2017, an unpresented wave of ransomware spread via the internet hitting organizations and individuals around the world. The ransomware known as “WannaCry” quickly became front page news.  The purpose of the ransomware, developed by cyber-criminals, was to extort money. The way it accomplished this was to infect…

Read More

Higher Calling: Simon Peter O’Hanlon, Preferred Financial Strategies

June 15, 2017

CLS sits down with financial advisor Simon Peter O’Hanlon, Preferred Financial Strategies, as he tells us how he hopes that his clients see him as a counselor that is there to help them through not only good times, but bad times.

Read More