CLS Blog

Building a House

December 7, 2018

Content provided by Robyn Murray, Freelance Writer Aleck Liu first started thinking about investing when he was eight years old. His dad was building a house in the family’s backyard, and Liu liked the idea that his father had built something tangible. Something that would be there in the future — generating income or, if…

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Tough Minded

December 5, 2018

Content provided by Robyn Murray, Freelance Writer Shana Sissel has survived not one, but two terrorist attacks. On September 11, 2001, Sissel was on the 64th floor of World Trade Center Tower 2. On April 15, 2013, she was three blocks away from the finish line of the Boston Marathon. Her frightening experiences, along with…

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Win by Losing Less

November 28, 2018

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager Risk Budgeting focuses on the management of volatility in client portfolios. This manifests itself in the most apparent form for clients during market corrections, where “risk” and “volatility” move from being vague statistical measures to “Wait, how much money did I…

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The Builder

November 19, 2018

Content provided by Robyn Murray, Freelance Writer The first thing to know about Chad Boyer is that he likes to build. It’s a trait that stretches back through a line of brick layers and concrete masons to his great grandfather. “I worked from the time I was probably 10 years old,” Boyer said. “I’ve always…

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U.S. Economy: 3 Strengths and Weaknesses

November 7, 2018

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are many drivers of the economy and the financial markets which are always present. It is important to evaluate them, determine which may be the most important, and help address investor concerns. Each month, the CLS Portfolio Management team discusses the various reasons markets could…

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Midterm Elections: Quick Facts on the Market Impact

November 1, 2018

Content provided by Shana Sissel, CAIA, Portfolio Manager The U.S. midterm elections are just around the corner, and investors remain concerned about how the results could impact the equity markets. The answer is simpler than many may think: The midterm elections have historically been positive for U.S. equities. It may sound odd not to consider…

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Our Worst Performing Household

October 25, 2018

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager I normally would never single out individual investor performance, but in this case I believe it’s necessary. Earlier this year, on the same day, two accounts in the same household were invested in two different CLS strategies with a 100 Risk…

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Millennials Ruin Everything

October 17, 2018

Content Provided by Michael Hadden – Investment Research Analyst Seriously. Just go online and look. In fact, this article cites 70 different things millennials have “killed,” an impressive feat for a generation spanning the ages of 22 to 37. So, if millennials are so great at destroying things we know and love, are they also…

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The Right Path

October 9, 2018

Content provided by Robyn Murray, Freelance Writer Colin Maloy always figured he’d be a dentist. His dad’s a dentist. His grandfather was a dentist. But when he finally got to dentistry school and sat down in class, he realized he hated biology. “It was the most painful thing in the world,” he recalled. “I did…

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Out of the Kitchen

September 21, 2018

Content provided by Robyn Murray, Freelance Writer If you ever make it to Summer Kitchen Café in Omaha, you’ll find a bustling bakery, delicious comfort food – at least 10 varieties of potato casserole – and a range of tempting hot drinks. You’ll also probably find Jesse Bargstadt, or a member of his family. “My…

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