CLS Blog

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…

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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…

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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.

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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…

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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.

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Higher Calling: David Stevens, Irongate Financial Services

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.

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Optics: Digging Deeper into American Funds

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…

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Higher Calling: Darold Mark, Darold Mark Wealth & Financial Planning

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.

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Higher Calling: Anthony Lishka, Lishka Financial

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.

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“Higher Calling” – An interview with author and CIO, Rusty Vanneman,CFA, CMT

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.

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