Author: CLS Investments
505 posts written by CLS Investments
Retirement Crisis
April 15, 2015
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst I have a quiz for you. How much does a typical household (ages 25 to 64) in the U.S. have saved in its retirement account? You’ve probably heard about the current retirement crises and know you should keep your guess low. How low? $2,500. That’s right,…
How to Prepare Income Strategies for the Fed’s Rate Hike
April 9, 2015
Content provided by Josh Jenkins, CLS Investment Research Analyst With the Federal Reserve moving closer to the seemingly inevitable liftoff in interest rates, one thing on the mind of many investors is, “How will this affect my portfolio?” This is particularly true for those invested in an income-oriented strategy. Generally speaking, all income strategies carry…
Healthy Finance
April 7, 2015
Content provided by Robyn Murray, Freelance Writer Paula Wieck began her career in nutrition science. She specialized in obesity and diabetes – two of the nation’s most prolific ailments. But for her, the interest was personal. Her parents suffered from the diseases, and as a child, she did too. “I lost probably 40 or 50…
Fed is Losing Patience, But Won’t Be Impatient
April 1, 2015
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager The Fed is losing patience, but they won’t be “impatient” … That is essentially how Fed Chair Janet Yellen began the Federal Open Market Committee’s (FOMC) news conference on March 18. While there was much market chatter leading up to the conference, the most significant announcement…
Spring Cleaning Isn’t Just for Your Closet
March 25, 2015
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst As the weather warms up, and I finally start to feel alive again after a long, cold winter, I always get motivated to do a thorough house cleaning. Hibernation can create some messy habits – dust collected on shelves, layers of dirt on windows, old clothes…
March Madness: The Investment Edition
March 23, 2015
Content provided by Scott Kubie, CFA – CLS Chief Strategist It’s ‘March Indecision’ time. Should I fill out a bracket this year? Will I be able to resist watching the end of nearly every game because I happened to have filled out a bracket (probably not)? Who should I pick to play Kentucky in the…
It’s About Closing the Gap
March 20, 2015
Content provided by Rusty Vanneman, CFA – CLS Chief Investment Officer As investment advisors and counselors, our job/mission/calling is to close the gap — the behavior gap. The behavior gap is the reason most investors’ portfolio returns don’t even come close to achieving market returns. Their emotions (such as fear and greed) have them chasing…
Don’t Confuse Brains With a Bull Market
March 19, 2015
Content provided by Paula Wieck, CLS Manager of Investment Research/Portfolio Manager I had the opportunity to speak to several advisors last week about their businesses. A couple of these conversations resonated with me, particularly because this subject has come up frequently. One advisor’s client was contemplating whether or not to relieve him of his services…
All In: An East Coast Guy in a Midwest Home
March 18, 2015
Content provided by Robyn Murray, Freelance Writer Three nights a week, Marc Pfeffer can be found at a poker table. Sometimes at a house, other times at a clubhouse or local firehouse. He plays with people from his neighborhood that he could call friends. But that’s not quite the word for them. “People aren’t friends…