Content provided by Paula Wieck, CLS Manager of Investment Research While CLS still thinks Europe looks attractive, what about the euro? Clearly by increasing our European exposure, we are increasing our exposure to the euro as well. Despite the fact that the dollar has been on a tear lately, the euro has fallen considerably since… Continue reading Hedge the Euro? Not So Fast!
Author: CLS Investments
Move Over Buck, Bartering Is Back!
Content provided by Nate Wattier, Client Services Manager In Spain, where the European financial crisis is hitting hardest, unemployment is at a staggeringly high level: 26% overall, and nearly double that figure for young persons. Spaniards are getting creative in order to meet their daily needs. With the euro scarce, alternatives to currency are popping… Continue reading Move Over Buck, Bartering Is Back!
A New Type of 529 Plan
Content provided by Mike Forker, CLS Chief Compliance Officer There is a bill making its way through Congress that would allow states to create 529 savings plans for those with long-term disabilities. Similar to the 529 education savings plans, the Achieving a Better Life Experience (ABLE) Act would allow individuals to establish tax exempt savings… Continue reading A New Type of 529 Plan
Here’s Your Sign
Content provided by Michele Prell, New Business Manager I recently completed my annual review of insurance products with my insurance agent. I consider my insurance agent to have a “crossover” profession—he insures my house, my car, and my life but can also be an outlet for investments and possible future/retirement planning. Having this crossover ability… Continue reading Here’s Your Sign
The Kinder Morgan Deal & its Impact on Income Investors
Content provided by Josh Jenkins, CLS Investment Research Analyst Early last month Kinder Morgan shook the energy industry when it announced that it would be consolidating its four affiliated energy businesses into a single company. This transaction comes in light of recent underperformance of Kinder Morgan and its affiliated businesses, relative to the rest of… Continue reading The Kinder Morgan Deal & its Impact on Income Investors
Global Growth Status Update
Content provided by Kostya Etus- Research/Portfolio Analyst In order to evaluate global growth, CLS will be looking at PMI* figures. Overall, the global manufacturing PMI was relatively unchanged in July at a level of 52.5 (ticking down 0.1 but still in expansionary territory). Growth expanded in three-fourths of the world and 61% of PMIs rose… Continue reading Global Growth Status Update
No Time Like the Present
Content provided by Sierra Morris, CLS Junior Investment Research Analyst Looking at today’s top stories with headlines about tapering, interest rates rising, geopolitical turmoil, and stretched valuations, you may be tempted to ask yourself if investing is really worth it right now. However, looking back at history, it is evident that there has never been… Continue reading No Time Like the Present
Bad Investing 101
Content provided by Grant Engelbart, CLS Portfolio Manager Let’s step out of the world of “best practices” and “prudent management” for a second and explore some of the things you should avoid when investing. I may or may not have experienced or committed the following acts in my personal investing, but either way it should… Continue reading Bad Investing 101
Advisor Insight: Tom Rosedale, Newfound Research
Money Market Reforms Are Good
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager As someone who has managed money market funds over four different decades, I probably have a much more biased opinion as to the benefits they provide to all investors. And, I think some of the stories in the press of late have been a bit sensational… Continue reading Money Market Reforms Are Good