Content provided by Steve Donahoe, CLS Senior Portfolio Manager Recently, Omaha had a pesky little snow storm that put down just enough snow to get my car dirty, and that is about it. After driving a couple of days in a filthy car, and being too lazy to wash it myself, I got the brilliant… Continue reading Financial Advice for Any Age
Author: CLS Investments
An Overview of Industry Regulation Changes
Content provided by Sierra Morris, CLS Junior Investment Analysts I recently listened to an InvestmentNews webinar that gave a lot of useful advice about regulation for plan advisers. Below is a summary of what I found to be most useful. Speakers for this webinar included: Michael Kim – Senior Vice President, Genworth Jania Stout –… Continue reading An Overview of Industry Regulation Changes
Q&A with CLS Portfolio Managers
How have balanced portfolio’s performed year-to-date? For example, clients are looking at the S&P and seeing returns greater than 20 percent, but since some have 40-50 percent in fixed income they are only seeing portfolio returns of about half that. Steve I think the better way to ask that question is to ask: how have… Continue reading Q&A with CLS Portfolio Managers
The “Great Rotation” Flow
Content provided by Rusty Vanneman, CLS Chief Investment Officer There is a popular notion that money flowing out of bonds and into stocks will significantly propel the stock market higher in the year(s) ahead. This is called the “Great Rotation,” a term first introduced by Bank of America Merrill Lynch analysts back in 2011. How… Continue reading The “Great Rotation” Flow
Food for Thought
Content provided by Matt Santini, CLS Portfolio Manager I can’t believe I am going to belittle such a wonderful American tradition with micro economic jargon, but it is a must before the tryptophan really skews my thought process. Economists are usually trained with a simple supply and demand curve providing a beautiful canvas. They… Continue reading Food for Thought
The Benefits of Bonds
Content provided by Paula Wieck, CLS Portfolio Manager How many people have you talked to lately that still feel weary of bonds? Many of us on the portfolio management and investment research teams have found that the number one concern among investors is why we are still investing in bonds. We’ve written a decent amount… Continue reading The Benefits of Bonds
The Yellen Confirmation and the Taper Guessing Game
Content provided by Josh Jenkins, CLS Investment Research Analayst Today, Janet Yellen went before the Senate Banking Committee for her confirmation hearing to be the head of the Federal Reserve. Since May 22, when current chairman Ben Bernanke began to discuss the timing of the inevitable wind down of the Federal Reserve’s bond purchase program,… Continue reading The Yellen Confirmation and the Taper Guessing Game
Holidays for the Markets
Content provided by Kostya Etus, CLS Research Analyst It’s that time of year again. People forget about their problems and rejoice by getting together with friends and family, dressing up in costumes, eating turkey, and most importantly, spending large amounts of money on presents. It’s the HOLIDAYS! With this large inflow of money into businesses,… Continue reading Holidays for the Markets
Could Rental Bonds be a Golden Goose
Content provided by Nate Wattier, CLS Client Services Manager With the collapse of the mortgage-backed securities market that occurred several years ago, a new breed of bonds has been born (say that 5 times fast). As home ownership has dropped, single-family home rental has become much more common in an environment where lenders are continuing… Continue reading Could Rental Bonds be a Golden Goose
We’re Number One
Content provided by Scott Kubie, CLS Chief Strategist We’re number one! We’re number one! The cry of hopeful college football fans around the country as their teams march to victory (I’m trying to remember what that felt like). While the Huskers are struggling, America has vaulted past Russia to become the top producer of oil… Continue reading We’re Number One