Author: CLS Investments
505 posts written by CLS Investments
Good Impressions
December 16, 2016
Content provided by Robyn Murray, Freelance Writer Four years ago, Sean Hollingshead was traipsing around the campus of Brigham Young University with celebrity media pundits from CNN and MSNBC and journalists from little-known publications around the world. It was in the midst of Mitt Romney’s bid for the White House, and everybody wanted to know…
President-Elect Trump and the Fate of the DOL Fiduciary Rule
December 16, 2016
Content provided by Mike Forker, CLS Chief Compliance Officer How will the election of Donald Trump as President impact the Department of Labor’s (DOL’s) Fiduciary Rule? The answer is no one knows for certain. While Mr. Trump has not taken a position on the rule, a few members of his transition team have indicated that…
The Winding Roads of Wichita
December 14, 2016
Content provided by Robyn Murray, Freelance Writer There was nothing on the radio in Wichita. No good music stations or public radio options. So Cale Beyer tuned into a talk show he’d never listened to before: The Dave Ramsey Show. Beyer had been in Wichita only a few months working as a distribution manager, which…
Cyber Security
December 12, 2016
Content provided by Nate Wattier, CLS Project Manager At CLS we take the security of your information seriously. CLS, our parent company Northstar Financial Services, and its affiliates have all adopted the Information Security Management System (ISMS). This is in compliance with ISO 27001 which is regarded as the highest security standard in the technology industry. …
Reducing Volatility in an Uncertain Environment
December 9, 2016
Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager As portfolio managers, we are often questioned by clients about expected volatility and how we manage risk. This year is no different. Whether it’s nerves around the outcome of the U.S. presidential election, a perceived global growth slowdown, or dropping oil prices, volatility is all…
A Lesson in Stepping Up
December 8, 2016
Content provided by Robyn Murray, Freelance Writer When Ryan Byrne was 21 years old, he met his future wife. They were on a camping trip with friends, and Byrne was two years into college, studying management at the University of Nebraska at Omaha. His wife, Angie, was working full time, getting her degree, and raising…
Smart Beta: Back to Basics
December 7, 2016
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager We are three quarters down in 2016, and we can definitively say that smart beta is here to stay — in CLS portfolios and the industry as a whole. At CLS, our X-Factor theme, which is based on our use of smart beta ETFs, has…
The Power of FinTech
December 7, 2016
Content provided by Brian Towner, CLS Separate Account Product Manager Technology can be a powerful tool, especially in the financial services industry. Technological advances continue to help shape and evolve advisors’ capabilities, which often trickle down into tangible benefits for investors. However, often times, initial launches of new technology can cause confusion for the end user,…
Money Market Reform
December 2, 2016
Content provided by Marc Pfeffer, Senior Portfolio Manager Money market funds have been around since the 1970s. They have been a primary tool and source of liquidity for both retail and institutional investors for more than 40 years and have trillions of dollars of cash invested in them. I helped create a money market fund…
Early Lessons
December 1, 2016
Content provided by Robyn Murray, Freelance Writer Mike Nixon was taught to invest by his grandmother. She bought stocks that he picked out when he was little and taught him about knowing the companies he was buying into and looking for ones that pay dividends. In a recent interview, Nixon recalled liking the idea…