Author: clsmarketing
31 posts written by clsmarketing
My Favorite Investing Books and Financial Writers
September 24, 2015
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer Over the years, many people (especially those new to investing) have asked me to recommend the best financial books to read. Granted, the question has changed in recent years to also include blogs or websites, but the question is still essentially the same. Given my…
Best Execution
August 27, 2015
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Best execution, put simply, is an advisor’s obligation to get optimal results for client transactions. Although not defined in securities law, industry professional groups, such as U.S. Compliance Consultants, have defined “best execution” to include “execut[ing] securities transactions for clients in such a manner that the…
A Simple Philosophy: Do Right
August 21, 2015
Content provided by Robyn Murray, Freelance Writer Scott Kubie is on his way to what he expects will be a two-hour meeting at church. His second of the day. He’ll gulp down some dinner before he rushes out the door, and in a few days, he’ll be heading out again. This time for a three-week…
Oil is Down, Why Aren’t Gas Prices?
August 20, 2015
Content provided by Case Eichenberger, CLS Client Portfolio Manager Energy and oil funds have been volatile this year (to say the least), a trend that’s continued since the second half of 2014. Take a look at the chart below from January 9, 2015 to August 19, 2015, and you’ll see some bumpy rides for investors…
Heading East
August 13, 2015
Content provided by Robyn Murray, Freelance Writer Gene Frerichs and his dad, Howard, practice catch and release with injured hawks – 1993 Gene Frerichs grew up on a farm in Ogallala, a town of about 4,600 people in western Nebraska – descendants of Old West cattle drivers, who trekked from Texas to the Union Pacific railhead,…
Budgeting and Retirement
August 11, 2015
Content provided by Kostya Etus, CLS Associate Portfolio Manager Retirement marks the beginning of a permanent vacation. Something very near and dear to most people’s hearts. Although I know there are some out there who want to work until they aren’t able, the majority of us want to retire early. What many don’t realize, however,…
All’s Well That Ends Well
August 6, 2015
Content provided by Robyn Murray, Freelance Writer Kostya Etus, age 7, pictured in Russia two years before he immigrated to the U.S. Kostya Etus grew up in Soviet Russia – in Novosibirsk, an industrial city set on the banks of the Ob River. When he was nine, he and his family left for the United…
Grexhausting
August 4, 2015
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager As the market has seemingly put the Greek crisis behind it for a couple of weeks, I might as well bring it back up! The media certainly hasn’t let it go. Financial news is still enamored with Greece. The country, whose economy is the size of…
Are Commodities…Dead?
April 8, 2015
Content provided by Grant Engelbart, CFA – CLS Portfolio Manager Not surprisingly, commodities have been one of the worst performing asset classes over the past several years. Headline grabbers such as oil and gold have lost their respective luster, and others have followed suit. A combination of factors has driven prices lower, most recently the…
Why I Like Energy
December 6, 2012
Only a few asset classes can be defined as essential to human existence. Energy is arguably the most important asset of that essential sub sector. An essential asset doesn’t always take precedence in your underlying portfolio, but by simple default via sheer magnitude, it will always have an impact. The world’s economy might be finally able to…