First Wednesday of November

Regardless of your political affiliation, Wednesday was a tough day for markets. Typically the day-to-day changes in the market are not necessarily a concern to the long-term investor. However, there were some interesting developments yesterday. The following chart, which was published before the election, predicted reactions of some industries based on the victory of each respective party: These… Continue reading First Wednesday of November

Economic and Stock Market Impacts of Costliest U.S. Hurricanes

S&P 500 Index return is computed over the year following dissipation of the hurricane. Most hurricanes occurred in either the third or beginning of the fourth quarter, so GDP quarter over quarter percentage changes are shown for the following year. Key takeaways Overall, historically there has been no significant impact on markets, the economy, or… Continue reading Economic and Stock Market Impacts of Costliest U.S. Hurricanes

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Categorized as Economy

TeamMates Program Proves Rewarding for CLS Employees

Employees at CLS Investments, LLC and its parent company, NorthStar Financial Services Group, LLC, have a longstanding commitment to community involvement. Recently, former Nebraska Cornhuskers football coach and U.S. Congressman (R-NE3, 2001-2006) Tom Osborne presented to NorthStar employees about how to get involved with TeamMates Mentoring, a program he and his wife Nancy founded in… Continue reading TeamMates Program Proves Rewarding for CLS Employees

CLS employees did Halloween up right!

In celebration of Halloween, CLS employees were invited to show their creativity by dressing up in their scariest, funniest, or most clever costume. 2012 Winner Others in the spirit: 1709-CLS-10/31/2012

October McRip-Off

October is just around the corner. It’s the first full month of autumn, the first month of the last quarter, and oftentimes it sets us up for what we affectionately call the “Santa Claus rally.” There will be fund manager window dressing, arguments over the merits of gold, and even some AAPL stock put on investors’… Continue reading October McRip-Off

Settling Into Our New Home

CLS recently moved down the road into a new corporate headquarters building in West Omaha. All NorthStar Financial Services, LLC (“NorthStar”) companies are now joined under one roof, and we’re proud to call our new building home. NorthStar Founder and Co-Owner, Patrick Clarke, recently stated, “Our new location not only allows for more space, but… Continue reading Settling Into Our New Home

Capital Asset Pricing Model Provides Interesting Insight about Investor Expectations

The Capital Asset Pricing Model provides interesting insight about investor expectations. A core assumption in the theory is that the average person is risk averse. This means that he or she would like to get the highest possible return with the least amount of risk. For example, given the option between receiving $100 and flipping… Continue reading Capital Asset Pricing Model Provides Interesting Insight about Investor Expectations

CLS Hosts Annual President’s Council Conference

Last week was a busy one here at CLS as we hosted our annual President’s Council Conference. After months and months of preparation, we welcomed more than 60 advisors and several partners to our hometown of Omaha, NE, for the three-day event. President’s Council consists of the top 100 advisors doing business with CLS. To… Continue reading CLS Hosts Annual President’s Council Conference