Content provided by Rusty Vanneman, CLS Chief Investment Officer My son and I started a club a few years ago called the Vanneman Boys’ Club. It has a bunch of cool stuff, including secret handshakes, codes, and sayings. It’s all quite top-secret, of course, but I think I can share one story from a few… Continue reading VBC’s “Always Be…”
Author: CLS Investments
A Fleeting Glimpse at Risk
Content provided by Matt Santini, CLS Portfolio Manager The Waters and Gilmour masterpiece has a very well-known lyric about a fleeting glimpse. What many people don’t know is that song, Comfortably Numb, had the working title during production of “The Doctor.” Sometimes you need a doctor to distinguish for you the difference between a cold… Continue reading A Fleeting Glimpse at Risk
Capex Outlook
Content provided by Kostya Etus, CLS Investment Research Analyst January 2014 marked the fifth year of the U.S. Capital Expenditure (capex) cycle. The cycle generally lasts four to seven years, so we are on the back end of it. Let’s look at a recap of 2013. Expected expiration of bonus depreciation (additional amount of deductible… Continue reading Capex Outlook
A New 40(bama)1(k) Plan
Content provided by Nate Wattier, Client Services Manager Despite the overabundance of parentheses in the name, the new MyRA President Obama signed into creation in January seems (for now) to be fairly simple. Who can participate? The new retirement plan accounts are designed for low- to middle-income full and part time workers that do not… Continue reading A New 40(bama)1(k) Plan
New Year, Same Plan
Content provided by Grant Engelbart, CLS Portfolio Manager I love to dig deep into the weeds and analyze industry sub-sectors, individual commodities, you name it. But sometimes it is important to “zoom out” and look at the big picture, especially when starting off a new year. There are many lessons to keep in mind for… Continue reading New Year, Same Plan
Top and Bottom ETFs
Content provided by Rui Wang, CLS Research Analyst 2013 was a great year for equity market in general, with the price return of the S&P 500 up 29 percent and the Russell 2000 up 36 percent. However, the MSCI ACWI ex-US index only rose 12 percent. Compared to the broad market indices, there was a… Continue reading Top and Bottom ETFs
Paperwork Changes for 2014
Content provided by Michele Prell, CLS New Business Manager As the 2014 year gets under way, most of us have New Year’s Resolutions that we are trying to implement, whether it be personally or professionally. CLS is no different. Over the past six months, members of the New Business, Sales, Technology, and Service teams have… Continue reading Paperwork Changes for 2014
Index Universe Introduces ETF Awards
Leading online ETF publication, IndexUniverse, has a 14 year track record in covering product and market activity related to ETFs, indexes, and index funds. In the ever-growing ETF environment, IndexUniverse created 23 awards “designed to recognize the people, companies and products that are moving the industry forward and helping to create better outcomes for investors.”… Continue reading Index Universe Introduces ETF Awards
2014 Resolutions
Content Provided by Sierra Morris, CLS Junior Investment Research Analyst Now that it is January, a lot of people are focusing on what they would like to change about themselves over the course of the year. I’ve never participated in ‘New Year – New You’ goals in the past, but I made a resolution to… Continue reading 2014 Resolutions
Remain Optimistic
Content provided by Marc Pfeffer, CLS Portfolio Manager According to Wikipedia, “Optimism is a mental attitude or world view that interprets situations and events as being best (optimized), meaning that in some way for factors that may not be fully comprehended, the present moment is in an optimum state.” The broad concept goes on further… Continue reading Remain Optimistic