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…
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…
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.
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…
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.