CLS Blog

10 Years Later: Lessons Learned from the Global Financial Crisis

April 20, 2018

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Question: Ten years have passed since the onset of the financial crisis. What about the past decade has changed your thinking about the economy, financial markets, or investing?  While I honestly think most of my investment philosophy and approach remains essentially the same, there are degrees of emphasis that have…

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Market-ology: Filling out Brackets and Navigating Financial Markets

March 29, 2018

Content provided by Mark Matthews, Investment Research Analyst “Your biggest opponent isn’t the other guy. It’s human nature.” — Bobby Knight, retired basketball coach. For basketball fans around the country, St. Patrick’s Day marked the start of March Madness — and it has certainly been a wild one. A 16-seed beat a 1-seed for the…

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DOL Rule: UPDATE

March 21, 2018

Content provided by Mike Forker, Chief Compliance Officer Late last week, the DOL fiduciary rule was addressed by the courts. Here are the main takeaways you need to know. On Thursday, the Fifth Circuit Court of Appeals issued a decision that vacated the Department of Labor’s (DOL) fiduciary rule.  The ultimate fate of the rule…

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Three Reasons Not to Get the Jitters about Market Volatility

February 23, 2018

Content provided by Joe Smith, CFA, Senior Market Strategist The first quarter of 2018 has so far seen a bout of market volatility that in some ways is long overdue. At the end of January, markets began to move — falling from slightly positive to near-correction territory by early February. Although much of the sell-off…

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A Perfectly Natural, Normal Thing

February 15, 2018

Content provided by Kostya Etus, CFA, Portfolio Manager To quote someone that I’ve learned quite a bit from, you and I are a perfectly natural, normal thing. Perfectly natural. — Jim Levenstein, American Wedding (2003) We knew the historically low levels of volatility couldn’t last forever. It wasn’t normal and bound to end. We experienced…

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What Should Investors Read?

February 2, 2018

  Content provided by Jackson Lee, CFA, Quantitative Investment Research Analyst Over the past couple of decades, advancements in technology have made a positive impact on the investment industry. For average investors, one of the biggest benefits is the availability and accessibility of data and information. Thanks to the advent of mobile devices, investors now…

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2017 Markets in Review: Cryptoassets, Market Highs, and Value vs Growth

January 25, 2018

Content provided by Mark Matthews, Investment Research Analyst While short on market volatility, 2017 suffered no shortage of excitement. Major U.S. indices went on a tear with both the S&P 500 and Dow Jones Industrial Average (DJIA) setting all-time record highs. However, the biggest theme of 2017 was the breakout year in cryptoassets. Cryptoassets took…

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Three Surprising Facts About Risk Budgeting

January 12, 2018

Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Risk management through Risk Budgeting is at the heart of what we do at CLS. We discuss it often in our commentary to remind investors of our philosophy and of risk in general. A recent study by Factset shows fewer than half of high-net-worth investors fully…

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Bitcoin Bubble About to Burst? Not So Fast!

December 28, 2017

Content provided by Michael Hadden, Junior Research Analyst For every social media darling claiming to have struck it rich with Bitcoin, there’s a prominent investor calling it a fraud or bubble, see here and/or here. You’d probably want to trust Warren Buffett over @MrMoneyBags on Twitter, right? As the College Football Analyst, Lee Corso, likes…

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Time to Give

December 27, 2017

Content provided by Robyn Murray, Freelance Writer Meghan Reinhardt is passionate about nonprofits. But, she’s building her career in finance. They’re completely different fields — but, Reinhardt sees important crossover. Most importantly, she sees a route to reaching her ultimate goal: giving back. *** Reinhardt grew up in Fremont, Neb., a small town just west…

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