Author: CLS Investments
505 posts written by CLS Investments
First Take on Fed’s June Meeting
June 24, 2015
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Round one of Federal Open Market Committee (FOMC) communication delivered mixed messages to markets, as expected. The FOMC statement was upgraded to acknowledge better data, while movements in the “dots” (assessments of appropriate monetary policy) implied a slightly more accommodative fed funds rate path. The communication released…
The 13-Year-Old Investor
June 22, 2015
Content provided by Robyn Murray, Freelance Writer When Grant Engelbart was 13 years old, he invested in his first mutual fund. He’d saved up his Christmas money every year until he had $500 – the minimum needed to purchase the fund. “I remember that distinctly,” Engelbart says, as he rattles off the fund’s ticker number….
Time Investments
June 17, 2015
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst Figuring out how to spend your money can be difficult. If you are like me, even a decision as simple as where to go for dinner can turn into a lengthy quest of nearby restaurants, researching menus for plates and prices, and making a persuasive argument…
Interest Rate Hike – The Waiting Game
June 15, 2015
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager I think we have all experienced this at some point: We go to the store, proceed to the checkout counter, and face the daunting choice of which line to enter. We pick one and stand there waiting in uncertainty. Every movement begs the question: Should…
The Risks in Income Investing
June 11, 2015
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer In recent years, given how low interest rates have been, there has been an increased appetite for income-oriented portfolios. CLS, in fact, has several income-oriented strategies, including a new one to be launched in June. We believe these actively risk-managed portfolios make sense for the…
To-Do Lists and Retirement
June 8, 2015
Content provided by Kostya Etus, CLS Associate Portfolio Manager Do you make “to-do” lists? I use them all the time. I use them at work nearly every day to help prioritize my tasks. I also use them at home to make sure chores get done. It is a great way to lighten the…
Globetrotter
June 1, 2015
Content provided by Robyn Murray, Freelance Writer Joe Smith had two days to move across the country and settle in a new city. He graduated from Carnegie Mellon’s Tepper School of Business in Pittsburg on May 16 and started a new job at CLS in Omaha on May 18. “I’m going at a…
Investing Utensils
May 27, 2015
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager, I love to eat. Problem is I’m really not any good at it. I make a terrible mess, and in any kind of important setting, I ensure I order something that can be consumed with a fork. I can’t imagine trying to eat anything without utensils….
Rocky Mountain Roads
May 22, 2015
Content provided by Robyn Murray, Freelance Writer Bruce Bischoff has always been on the move. His first few years of life were glimpses of places – an Air Force base in Sacramento, an apartment building in Maryland. His father was a military man who worked at the Pentagon while the family was in Maryland. Bischoff…
Weak Dollar Pushes Commodity Prices Up
May 20, 2015
Content provided by Paula Wieck, CLS Manager of Investment Research/Portfolio Manager So far this quarter, we’ve observed reversals in the strength of the U.S. dollar and prices of commodities such as gold and oil. As U.S. economic data has weakened, expectations have risen that the Federal Reserve will raise interest rates later than anticipated. This…