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.
June 14, 2017
CLS sits down with financial advisor David Stevens, Irongate Financial Services, where he explains why creating strong client relationships is the reason he became a financial advisor.
June 9, 2017
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager CLS’s American Funds strategies have grown two-fold in the last year or so. That success brings on new advisors, clients, and relationships. As more new people use our strategies, we receive more due-diligence questions addressed to our portfolio management (PM) team. One such question that has…
June 8, 2017
CLS sits down with financial advisor Darold Mark, Darold Mark Wealth & Financial Planning, as he explains to us the importance of getting to know his clients individually, and truly learning his clients’ financial wants and needs.
June 7, 2017
CLS sits down with financial advisor Anthony Lishka, Lishka FinancialTM, where he talks about how it’s his responsibility to help his clients reach their financial goals and how it all begins with trust.
June 6, 2017
CLS’s Chief Investment Officer Rusty Vanneman, CFA, CMT, discusses why “Higher Calling” was written, and why being a financial advisor is more than just a job.
June 2, 2017
CLS sits down with financial advisor Mike Woods, Stocker Woods Financial, as he explains how he tries to treat his clients as if they were members of his own family.
June 1, 2017
CLS Portfolio Manager, Paula Wieck, CFA, shares her journey to success in the financial services industry. Q: What influenced you to seek a career in the financial industry? A: It’s a funny story actually, it all began in the field of nutrition. My primary focus in life was to help people learn how to…
May 19, 2017
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager Volatility is at its lowest levels in decades, consumers are feeling confident, unemployment continues to fall, and markets continue to grind higher. This type of environment can be great for investors, but it can also be dangerous. The lull can create complacency and encourage excessive…