Author: J.J. Schenkelberg
13 posts written by J.J. Schenkelberg
The First Step to Financial Success
July 17, 2015
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager For the past several years, I have taught high school students at an investment camp hosted by the University of Nebraska at Omaha. Each year I am impressed by the interest these students show in their financial success. While the camp is free (UNO has…
10 Market Events to be Thankful for in 2013
November 26, 2013
Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager In investments, we are primarily focused on what is going to happen in the future. But, every once in a while it’s worth looking back. In the spirit of Thanksgiving, here are ten market items I can give thanks for in 2013. 1. Equity markets have…
Take a Minute
October 21, 2013
Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager For some reason, I am most comfortable when I am doing a million things at once and there is some issue to contend with. In high school I felt compelled to join quiz bowl teams, sing in madrigals and jazz choir, and have parts in the…
Holding on Too Long
August 7, 2013
Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager My grandmother passed away this past May. She was 91, and lived a very full life. Like many families dealing with the loss of a loved one, she left behind the family farm. My grandfather and grandmother grew up very close to it, and my mother…
Is There Life After the CFA?
June 7, 2013
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Our family spent most of the past two weekends at soccer and baseball fields. Memorial Day weekend marked the end of spring soccer season, but we are still in the heart of baseball. I have to admit I love it. Tori consistently reminds us she…
Theme: Simplicity
May 2, 2013
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Simplicity is one of our 2013 key themes here at CLS. Simplicity, is easier said than done. But, every time I focus on this concept it seems to become a little better, as long as we focus on the correct areas. My family has been…
The Market Keeps Going, and Going, and Going. . .
March 21, 2013
Content provided by J.J. Schenkelberg CLS, CFA, Senior Portfolio Manager Someone at CLS (I won’t name any names) told a story once about coming home from the airport very late at night, shortly after the Dodge overpass was built. On a deserted Dodge road he found himself climbing higher next to orange cones. Not knowing…
The Glass Ceiling Revisited (Part 2)
February 8, 2013
Raising children when they are babies and toddlers and working full time is tough. However, for me the most difficult part came when I wasn’t able to pick my kids up from school to really hear about their day and get feedback from their teachers, help with homework, be with them while they had summer…
The Glass Ceiling Revisited (Part 1)
February 7, 2013
Sally Krawcheck, past President of Merrill Lynch, US Trust, and Smith Barney, recently posted a blog on LinkedIn that caught my eye. The title is “Big Idea 2013: Flexibility Without Shame.” Along with knowledgeable posts on the Glass-Steagall Act and other financial industry issues, she has posted several commentaries on women in the workplace that…
Compared to Last Year…
December 28, 2012
I am often asked what we are doing to position our portfolios against the uncertainty in the market, as anxiety continues to run high among investors. One point I like to make in answering this question is that when we lay out the uncertainties we were dealing with in 2011, versus the uncertainties we are…