Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer In a recent commentary, I wrote about the “Five P’s” of the money manager’s due diligence process: People Philosophy Process Performance Positioning I followed that commentary with a more focused blog on the most important P: People. In this commentary, I will discuss the next… Continue reading The Importance of an Investment Philosophy (The Second P of Money Manager Due Diligence)
Author: CLS Investments
Mind the Gap
Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager As I write this, markets are reaching new highs again in the U.S., which is great news for investors who were able to put emotions aside the last year and stay invested. Easier said than done. At CLS, we routinely see clients trying to time… Continue reading Mind the Gap
A Man’s World
Content provided by Robyn Murray, Freelance Writer Jessica Golson often finds herself the only woman at the table. A trading manager at CLS, Golson works in an industry dominated by men. So much so, that a 2014 study by recruiting firm Vettery, found a full 77.5% of first-year analysts on Wall Street were men. How… Continue reading A Man’s World
Will Someone Remake “Marty?” Millennials at Home: Part 2
Content provided by Scott Kubie, CFA, CLS Chief Strategist As discussed in Part 1, economic concerns have swung the number of young adults choosing to remain at home to high levels. While the charts in the previous section show the peak in 1960 was abnormal, so are today’s low levels. The low percentage of young… Continue reading Will Someone Remake “Marty?” Millennials at Home: Part 2
Have a Nice Day at Work, Son! Millennials at Home: Part 1
Content provided by Scott Kubie, CFA, CLS Chief Strategist The 1955 Academy Award for Best Picture went to “Marty,” a film about a 34-year old, socially awkward butcher who lives with his mother. Unlike in 1955, Marty living with his parents wouldn’t seem very strange today. According to analysis released by the Pew Research Center,… Continue reading Have a Nice Day at Work, Son! Millennials at Home: Part 1
Don’t Get Lost in the Crowd
Content provided by Kostya Etus, CLS Portfolio Manager In case you weren’t aware, the College World Series (CWS) graces Omaha this time of year and visitors come from all over the country to experience this great event. Omaha does not host too many of these large events therefore hotels are booked to max capacity and… Continue reading Don’t Get Lost in the Crowd
Brexit: Follow the Saying and Keep Calm….
Content provided by Scott Kubie, CFA, CLS Chief Strategist and Rusty Vanneman, CFA, CLS Chief Investment Officer British voters elected to leave the European Union (EU) yesterday. At market open, investors reacted swiftly to the news, pushing global markets sharply lower. The news came as a surprise. Betting markets and financial markets had moved in… Continue reading Brexit: Follow the Saying and Keep Calm….
The Dos and Don’ts of Saving for Retirement
Content provided by Kostya Etus, CFA, CLS Portfolio Manager There have been numerous studies about the dismal savings rates of Americans. One recent survey* found that a third of the population has no retirement savings at all and a majority are significantly behind on their savings. Millennials are causing the most alarm as they will… Continue reading The Dos and Don’ts of Saving for Retirement
The First P: People
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer I’m often asked to describe the role of a Chief Investment Officer (CIO). A short answer that seems to work in many parts of the country (especially here in Nebraska) is that a CIO is like a football coach. The CIO is accountable for the… Continue reading The First P: People
A Family Business
Mike, his wife Teri, and their children, Cody (7), Luke (8), and Kate (5). Content provided by Robyn Murray, Freelance Writer Mike Vitallo began his career in the printing industry. In a small town outside Chicago, he printed catalogues and brochures with his two brothers at a company founded by his father. Mike Vitallo Sr.,… Continue reading A Family Business