CLS Blog

Sail Away from the Safe Harbor

September 28, 2016
john-and-kristen-welch

Content provided by Robyn Murray, Freelance Writer John and his wife, Kristen. John Welch grew up in a small, rural town in Maine where most of the industry was concentrated in logging and farming. Neither held any interest for him, and as soon as he could, he left. More than 20 years later, he knows…

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The September FOMC Meeting

September 20, 2016
Financial charts abstract business graph and exchange rates 3d background

Content provided by Josh Jenkins, CFA, CLS Portfolio Manager Why a Hike Here Should Not Matter to Long-Term Investors The financial media has been focused on whether or not the Federal Open Market Committee (FOMC) will move to increase interest rates this week. Does this mean that long term investors should also take notice? Does…

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Get Busy Living

September 13, 2016
rash-family

Shari and her daughters, Olivia (5) and Lola (2) Content provided by Robyn Murray, Freelance Writer I caught up with Shari Rash when she was out buying last-minute necessities for a family trip to New Jersey. With two kids in tow, one in a stroller and the other rushing down the aisles in front of her,…

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A Treacherous Question: How Do Risks Compare to Potential Rewards?

September 8, 2016
A very brave soul, balancing high above Yosemite Valley.

Content provided by Scott Kubie, CFA, CLS Chief Strategist Advisors have a lot on their minds. In addition to worrying about regulators and a tendency to watch too much politically-slanted news, advisors seem extra-concerned about markets lately. While most questions I receive from advisors focus on a narrow market segment, a recent question captured the…

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Why Investors Should Source Income Globally

September 1, 2016
Metal globe resting on paper currency

Content provided by Joe Smith, CFA, CLS Senior Market Strategist Low interest rates mean one simple thing: the search for yield and income is a very real and difficult challenge for investors. With many of the world’s economies offering low, zero, or even negative interest rates, the ability for investors to generate income in portfolios…

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Jersey Roots

August 26, 2016
MikeZ and wife

Mike with his wife, Lauren. Content provided by Robyn Murray, Freelance Writer When Mike Zarren’s friends were biking through the woods or swimming in the lake at summer camp, he was inside, enjoying the air conditioning, and making money. “I’m not a big outdoorsy guy anyway,” Zarren said in a recent interview. “I’d rather be…

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Inside Capstone: Preferred Stocks

August 26, 2016

Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about why there is a place for preferred stocks in a fixed income portfolio .

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Inside Capstone: Fixed Income Investors

August 25, 2016

Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez gives CLS’s Portfolio Manager, Josh Jenkins, CFA, a two part answer to how active fixed income investors should be.

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Inside Capstone: Rising Interest Rates

August 24, 2016

Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about whether or not investors should be concerned with the rising interest rates.

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Inside Capstone: Investors and Fixed Income (episode 2)

August 23, 2016

Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about how investors should think about fixed income.

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