Content provided by Matt Santini, CLS Portfolio Manager Today, I thought I would share what I think is one of the most common individual tax errors. Before I start, let me remind everyone that neither I, nor CLS are worthy tax advisors. It is the investor’s responsibility to seek tax advice from a professional. Federal… Continue reading Avoid the Double Pay
Author: CLS Investments
Q&A with Portfolio Managers
CLS Portfolio Manager, Matthew Santini http://www.youtube.com/watch?v=fOHCEc47nQ0&feature=c4-overview&list=UUvxn_bK1yL-rrkLULaqavjA
Don’t Panic! Stay Disciplined
Content provided Paula Wieck, CLS Portfolio Manager For readers who have been following my blogs, you may recall that I was recently staying with my in-laws for several months while our new home was being built. Finally, after over three months, we have moved into our new house. My husband and our three girls have… Continue reading Don’t Panic! Stay Disciplined
The Importance of Accessibility
Content provided by Case Eichenberger, CLS Internal Wholesaler I hit the road this last week to work with, and meet, some of our advisors in the southeast. One of the points I picked up on and that came up in each meeting was: How accessible is your company to help me? What can your firm… Continue reading The Importance of Accessibility
Fixed Income for Higher Rates
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Now that the Federal Reserve has begun to taper, investors are looking for ways to invest in fixed income without losing money. That is nearly impossible, unless you are in a money market fund which yields next to nothing. However, there are several fixed income investments… Continue reading Fixed Income for Higher Rates
Make the Better Decision
Content provided by Rusty Vanneman, CLS Chief Investment Officer Economist Robert Shiller has been an influential thought leader in the financial industry for some time now. His recent Nobel Prize win was well-deserved and will only help broadcast his thought-provoking messages to a larger audience. Recently, Shiller was speaking at a conference and made some… Continue reading Make the Better Decision
Get Real
Content provided by Grant Engelbart, CLS Portfolio Manager Real assets are generally defined as “physical or tangible assets that have value due to their substance and properties,” which may include commodities, real estate, and land. Real assets can be produced and/or sold by a variety of companies such as natural resource and real estate companies.… Continue reading Get Real
Q & A with CLS Portfolio Managers
What particular client is a fit for CLS’s Master Manager, and when they are a fit, how do we balance in our ETF expertise with other separate account securities like common stocks and individual bonds? J.J. Schenkelberg, CFA, CLS Master Manager Portfolio Manager A master manager client is someone who has an account over $500,000,… Continue reading Q & A with CLS Portfolio Managers
Factor Investing
Content provided by Sierra Morris, CLS Junior Investment Research Analyst Smart beta has gotten a lot of press lately. This branding isn’t as intuitive as we would like, so CLS has decided to take a different spin on the name and call it “factor investing.” As an added bonus, by changing our labeling we won’t… Continue reading Factor Investing
1987 – A History Lesson
Content provided by Kostya Etus, CLS Investment Research Analyst I recently read an article from Ned Davis Research Group on the global market outlook. Below is some information I thought our readers might find useful: As the infamous Gordon Gekko once proclaimed, “Greed is good.” Although Gordon is a fictional character in the 1987 classic… Continue reading 1987 – A History Lesson