Content provided by Matt Santini, CLS Portfolio Manager One of the most commonly fielded questions as a portfolio manager is the classic, “What are you watching?” This is indicative of sideline money, nerves, and just simple opinion missions. When a domestic market is experiencing such robust gains, the questions tend to have a pessimistic undertone.… Continue reading Expectations from the Fed Meeting
Author: CLS Investments
Looking for Protein in the Market
Content provided by Sierra Morris, CLS Research/Portfolio Analyst As a vegetarian, I frequently get asked, “How do you get enough protein?” The answer is simply that I make a conscious effort to eat a variety of the large number of meat alternatives on the market. These range from beans to certain vegetables and also fake… Continue reading Looking for Protein in the Market
Attention Do-it-Yourself’ers
Content provided by Rusty Vanneman, CLS Chief Investment Officer Many “do-it-yourself” investors ask me for market tips. My number one tip? Get an advisor. Bottom line, advisors help investors reach their financial goals. First, they help investors have a plan. Second, they help investors save more. In a recent Wall Street Journal article, a study… Continue reading Attention Do-it-Yourself’ers
Q & A with CLS Portfolio Managers
What impact may the situation in Syria have on the U.S. markets? Rusty Vanneman, CFA “Generally speaking, our decision-making revolves around relative valuations instead of headlines. There may be some short-term downside volatility in the stock market, but that will likely create some opportunities to take advantage of.” Paula Wieck “I look at it… Continue reading Q & A with CLS Portfolio Managers
International on its Way Up
Content provided by Rui Wang, CLS Research/Portfolio Analyst Investors are always looking for a deal, or the best value available. This is the key to being a successful investor, and is also the most challenging element to investing. CLS feels that international emerging markets are poised for a take-off and are one of the best… Continue reading International on its Way Up
Sgt. Pepper Yields
Content provided by Matt Santini, CLS Portfolio Manager Yields are hot, hot, hot! The opening line of Paul McCartney’s 1967 hit for the Beatles, “Sgt. Pepper’s Lonely Hearts Club Band,” chants something about “20 years ago today.” Well almost 20 years ago, bond investors were feeling the same effects from a volatile rates market.… Continue reading Sgt. Pepper Yields
Trust Matters, Especially When Only Half Say They Have It
Content provided by Steve Donahoe, CLS Senior Portfolio Manager Being a CFA Charter holder and having just watched a number of my colleagues deal with the result of the recently released CFA exam, I could not help but reflect back on my efforts around the CFA program and what the mission statement for the CFA Institute… Continue reading Trust Matters, Especially When Only Half Say They Have It
Go Corn!
Content provided by Kostya Etus, CLS Research/Portfolio Analyst Living in Nebraska, it is hard to not be a Nebraska Cornhuskers college football fan. Around this time of year, everyone starts getting very excited about the upcoming season, which happens to kick off Saturday! Recently, when I think about the Cornhuskers, I tend to focus specifically… Continue reading Go Corn!
Missed the Cut
Content provided by Grant Engelbart, CLS Research/Portfolio Analyst In the ETF world, there is a constant barrage of new ETFs being issued and companies filing for new ETFs with the SEC. What’s often ignored is there are also a number of ETFs that close down each year. There are a number of reasons an ETF… Continue reading Missed the Cut
Are You Back-to-School Ready?
Content provided by Paula Wieck, CLS Manager of Investment Research I have three little girls, one who is starting the first grade this year. I don’t know about you, but my inbox has been flooded with “Last Chance to Save for Back-to-School” ads. Of course, being the value shopper I am, there’s no way I’m… Continue reading Are You Back-to-School Ready?