CLS Blog

3 Big Things to Keep Your Eye on in 2020

January 2, 2020
CLS Investments believes investors should keep their eye on three big things in the asset management world heading into 2020.

CLS Investments believes investors should keep their eye on three big things in the asset management world heading into the new year: politics, China and the Fed, and whether the U.S. is headed for an expansion or a recession.

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Active Management’s Time to Shine

December 11, 2019

By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion What is the difference between a passive and an active investment portfolio? The passive strategy attempts to match a benchmark’s return (before fees) and risks over time. Success is defined as having a low tracking error. An active fund, however, differs from a benchmark as…

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You May Be Taking More Portfolio Risk Than You Think

December 9, 2019

By Rusty Vanneman, CFA, CMT – Chief Investment Officer, Orion Risk can be defined in different ways, but the ultimate risk is not meeting one’s investment objectives. The biggest reason investors do not meet their goals is an inability to stick with an appropriate investment plan. There are two primary reasons investors get off course….

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Checking Your Investment Vision for 2020

November 19, 2019
Financial advisors should adjust their investment vision ahead of 2020, industry experts suggest.

Orion Advisor Solutions Chief Investment Officer Rusty Vanneman recently presented during a S&P Dow Jones Indices webinar about the growing range of strategies for advisors to consider as you recalibrate client portfolios to account for what has become a consistently volatile market.

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Are You Afraid of Dark Headlines?: Being Too Scared Can Harm Your Investment Returns

October 31, 2019
Being Too Scared Can Harm Your Investment Returns

While being informed is a good thing, we address, in the spirit of Halloween, why investors need to be wary about how they react to headlines and why there is no need to be scared for their investment returns.

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Cumulative Returns and the Power of Compounding

September 10, 2019

By Kostya Etus, CFA, Senior Portfolio Manager In performance reports, time periods over one year are often annualized. Annualized returns may seem small, but compounded over a long period, they result in significant cumulative returns. As returns get higher and the time period stretches, small differences begin to have a more exponential impact. But it…

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How to Perfectly and Ruthlessly Ruin Your Investment Portfolio

September 4, 2019

By Jeovany Zelaya, Client Portfolio Manager I’d like to give you a FREE step-by-step guide on how to fabulously and ridiculously end up with as little money as possible when it comes to your investment portfolio and, along the way, end up hating yourself. Ready!? Let’s go! 1. Don’t save anything at all. Spend everything…

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Is a Recession Really That Bad?

August 1, 2019

By Kostya Etus, CFA, Senior Portfolio Manager “The past can hurt. But the way I see it, you can either run from it or learn from it.” –Rafiki, The Lion King (1994) A potential slowdown in the economy and the prospect of a recession has been a hot topic lately. Let’s take a closer look…

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Is Weather Affecting My Portfolio?

July 31, 2019

Content provided by Michael Hadden, Investment Research Analyst There are numerous factors that affect market prices: economic cycles, interest rates, demographic trends, even the Twitter activity of a particular account, just to name a few. With so many factors to consider when evaluating an investment, the last thing investors want to hear is that something…

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In Our Current Volatile Market, Hold On for One More Day

July 24, 2019

From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market.  The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in…

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