Author: CLS Investments
505 posts written by CLS Investments
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 (DJIA). There are so many questions that come to mind when I hear…
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…
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…
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…
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.
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…
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.
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.
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…
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.