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.
Author: CLS Investments
“Higher Calling” – An interview with author and CIO, Rusty Vanneman,CFA, CMT
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.
Higher Calling: Mike Woods, Stocker Woods Financial
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.
Q&A with CLS’s Paula Wieck, CFA
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… Continue reading Q&A with CLS’s Paula Wieck, CFA
Complacency, Lunacy, and the Cure for Both
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… Continue reading Complacency, Lunacy, and the Cure for Both
The Best of Berkshire
Content provided by Kostya Etus, CFA, CLS Portfolio Manager May is a momentous month for Omaha. Value investors from around the world make a pilgrimage to see the “Oracle of Omaha,” Warren Buffett, and his partner in crime, Charlie Munger, and to hear their words of wisdom at the annual Berkshire Hathaway Shareholders’ Meeting. It… Continue reading The Best of Berkshire
Higher Calling: Chuck Bigbie, Woodland Wealth Management
CLS sits down with financial advisor Chuck Bigbie, Woodland Wealth Management, where he describes one special relationship he had with a client couple and how he was able to help them be financially successful.
Higher Calling: Brigid Mulroy, Star Wealth Management
CLS sits down with financial advisor Brigid Mulroy, Star Wealth Management, where she describes the relationships with her clients and how she learns their goals on both a financial and personal level.
Higher Calling: John Plaza, Securities America Advisors
CLS sits down with financial advisor John Plaza, Securities America Advisors, where he talks about how essential it is to know your client’s personality, needs, desires, and pressure points when working towards building a successful relationship.
CLS Answers Your Questions
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager I’ve received a few thoughtful questions from advisors this week, and I’d like to address them as I believe they may be on the minds of many CLS clients. How will President Donald Trump’s tax plan affect the economy and how are we positioning portfolios? The… Continue reading CLS Answers Your Questions