By Jeovany Zelaya, Client Portfolio Manager I’d like to give you a FREE step-by-step guide on how to fabulously and ridiculously end up with as little money as possible when it comes to your investment portfolio and, along the way, end up hating yourself. Ready!? Let’s go! 1. Don’t save anything at all. Spend everything… Continue reading How to Perfectly and Ruthlessly Ruin Your Investment Portfolio
Author: CLS Investments
Is a Recession Really That Bad?
By Kostya Etus, CFA, Senior Portfolio Manager “The past can hurt. But the way I see it, you can either run from it or learn from it.” –Rafiki, The Lion King (1994) A potential slowdown in the economy and the prospect of a recession has been a hot topic lately. Let’s take a closer look… Continue reading Is a Recession Really That Bad?
Is Weather Affecting My Portfolio?
Content provided by Michael Hadden, Investment Research Analyst There are numerous factors that affect market prices: economic cycles, interest rates, demographic trends, even the Twitter activity of a particular account, just to name a few. With so many factors to consider when evaluating an investment, the last thing investors want to hear is that something… Continue reading Is Weather Affecting My Portfolio?
In Our Current Volatile Market, Hold On for One More Day
From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market. The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in… Continue reading In Our Current Volatile Market, Hold On for One More Day
Making the Case: 3 Tips for Better Investing
By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager As the bull market marches on, new highs appear in sight. But investors are not overly optimistic. If they are, there is a good chance they are focusing on a single country — the U.S. I have heard some unique reasons lately why international stocks don’t make… Continue reading Making the Case: 3 Tips for Better Investing
10 Insights for Advisors: Q&A with CLS President Rusty Vanneman
If you’re looking for fast answers to tough investment questions — like what to expect from the stock market for the remainder of the year, or the impact Trump’s tweets have on the market — you’ve come to the right place. President and CIO of CLS Investments, Rusty Vanneman, answers 10 of the top advisor… Continue reading 10 Insights for Advisors: Q&A with CLS President Rusty Vanneman
Four Ways to Light Up Your Client Conversations this 4th of July; No Fireworks Required
As we prepare to celebrate America’s independence, we at CLS are thankful for our independent advisors who help provide their clients with financial freedom by offering proper coaching and advice to stay invested for the long term. Before you head to the beach or fire up the grill this Independence Day, we’d like to remind… Continue reading Four Ways to Light Up Your Client Conversations this 4th of July; No Fireworks Required
Making the Case: 3 Tips for Better Investing
By: Case Eichenberger, CIMA®, Senior Client Portfolio Manager In this week’s Making the Case, I address value stocks. Particularly, U.S. value stocks. Value stocks trade at a discount relative to the market, but occasionally they trade at very deep discounts. Investors typically expect to be compensated for the extra risk with these stocks, which tend… Continue reading Making the Case: 3 Tips for Better Investing
Making the Case: 3 Tips for Better Investing
Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager We all know the story by now. Over the last 10 years, the U.S. market has been on fire, while our friends overseas have missed out. That may be true, but it’s only half of the story. Investable Stocks Outside of the U.S. Thanks to… Continue reading Making the Case: 3 Tips for Better Investing
GLOBAL AND BALANCED: Helping Investors Succeed
By Kostya Etus, CFA, Senior Portfolio Manager A more stable experience Diversifying across multiple asset classes, such as U.S. stocks, international stocks, and bonds, has historically provided better and more stable returns than investing in one asset class alone. By investing in a globally diversified, balanced portfolio, we believe investors may reduce their risk and… Continue reading GLOBAL AND BALANCED: Helping Investors Succeed