Author: CLS Investments
505 posts written by CLS Investments
Keeping Clients Invested
May 15, 2015
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager We all know “the market” (stocks, bonds, commodities, real estate, etc.) is where we should invest our money for the best opportunity to grow funds for future needs. We also know the more risk we take, the more return opportunity there can be. So, why…
Global Giants
May 12, 2015
Content Provided by Konstantin (Kostya) Etus, CLS Associate Portfolio Manager International investing has been a recurring topic in financial news recently, and many institutions have released white papers on its benefits. Much of this heightened coverage can be attributed to this year’s strong performance of international markets versus that of the U.S. International markets have…
Small Town Values in the Big World of Finance
May 11, 2015
Content provided by Robyn Murray, Freelance Writer Case Eichenberger grew up in a small, rural village of 223 people in southeast Nebraska. Each day, his father drove him nine miles over country roads to a nearby town where he went to school in the same red brick building from first grade through graduation. In a…
Lessons from Berkshire Hathaway
May 8, 2015
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer To many people, the first Saturday in May is one of the highlights of the sporting calendar: the Kentucky Derby. To many investors, however, the first Saturday in May is the highlight of the year: the Berkshire Hathaway (BRK) shareholder meeting (do note, however, that…
Cascade
May 6, 2015
Content provided by Scott Kubie, CFA, CLS Chief Strategist The second quarter is off to an interesting start. International market performance continues to trend above domestic markets, similar to the first quarter. And, within international, emerging markets have outperformed so far. How does CLS take advantage of these opportunities? In many portfolios, CLS uses a cascading…
CLS Simplification Flows to Paperwork
May 4, 2015
Content provided by Michele Prell, CLS New Business Manager By now, I’m sure most of you have heard about CLS’s simplification movement. I’m here to give you an overview of how this change has allowed us to update and simplify our CLS paperwork. Client Profile First, let’s take a look at the Client Profile form….
It’s Time to Raise Rates!
April 29, 2015
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager While the Federal Reserve (Fed) still seems to be shying away from raising interest rates at its next meeting in June, calls are coming from many regional Fed leaders to act quicker. James Bullard, president of the Federal Reserve Bank in St. Louis, warned recently of…
How Low Can Oil Go?
April 22, 2015
Content provided by Kostya Etus, CLS Associate Portfolio Manager One of the hottest topics in the markets lately has been oil prices. Questions like “Where is oil headed?” have become part of daily conversations and plagued news headlines. I think it is important to cut through the noise, take a step back, and evaluate the…
The Story Behind the Data
April 20, 2015
Content provided by Robyn Murray, Freelance Writer 11-year-old Stryker whips open the door and jumps into his mother’s parked SUV. “Hey mom, did you see me coming this time?” “I did see you coming this time!” It’s 3 p.m., and J.J. Schenkelberg has just driven five miles from her house to pick up her two…