Content provided by Robyn Murray, Freelance Writer Bailey Neben was scanning the Babson College alumni directory when she realized she was just one of 13 Nebraskans to ever attend the Boston-based university. Who were these fellow Cornhuskers? What drove them to the East Coast? Did they ever go back home? She started wondering about this… Continue reading Open Doors
CLS Blog
Are International Stocks Really Beating U.S. Markets?
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Of course they are! Are you kidding me? It’s not even close! (This is what I imagine you’re saying in your head right now.) Just take a look at the data below from two ETFs that proxy the U.S. and international stock markets: ITOT for the… Continue reading Are International Stocks Really Beating U.S. Markets?
The Market ≠ The Dow
Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager “The market is up 100 points today!” How often do you hear that comment? Some of my family members who have no market knowledge even referenced movements in the Dow Jones Industrial Average (DJIA). There are so many questions that come to mind when I hear… Continue reading The Market ≠ The Dow
Integrity Counts
Content provided by Robyn Murray, Freelance Writer Andie Wilkinson was full of energy as a kid. She signed up for every sport she could — often at the encouragement of her parents who were looking for ways to channel her exuberance. She ran track; played soccer, softball, and basketball; she was a cheerleader and a… Continue reading Integrity Counts
The Battle of the Acronyms: SRI Versus ESG
Content provided by Kostya Etus, CFA, Portfolio Manager Values-based investing has been making headlines and growing a lot of assets recently. What is it? There are many definitions, and it can mean something different to everyone. But, I believe the following are some unifying classifications: Socially Responsible Investing (SRI) is the “old school” or “traditional” values-based… Continue reading The Battle of the Acronyms: SRI Versus ESG
Why (Risk-Adjusted) Return Expectations Matter
Content provided by Joseph Smith, CFA – Senior Market Strategist Formulating return expectations is an important component of disciplined investing. Return expectations often fall prey to being unadjusted for risk. At CLS, we evaluate return expectations (CLS Edge Score) after adjusting for risk via Risk Budgeting. Being a disciplined investor requires an expectation of what… Continue reading Why (Risk-Adjusted) Return Expectations Matter
Q & A with Nicholas Arreola, PhD, Creighton University
CLS’s Case Eichenberger, CIMA, Client Portfolio Manager sits down with Creighton University’s Nicholas Arreola, PhD, Data Scientist, Developer, to discuss behavioral finance.
Don’t Let Malware Make You “WannaCry”
Content contributed by NorthStar IT On May 12, 2017, an unpresented wave of ransomware spread via the internet hitting organizations and individuals around the world. The ransomware known as “WannaCry” quickly became front page news. The purpose of the ransomware, developed by cyber-criminals, was to extort money. The way it accomplished this was to infect… Continue reading Don’t Let Malware Make You “WannaCry”
Higher Calling: Simon Peter O’Hanlon, Preferred Financial Strategies
CLS sits down with financial advisor Simon Peter O’Hanlon, Preferred Financial Strategies, as he tells us how he hopes that his clients see him as a counselor that is there to help them through not only good times, but bad times.
Higher Calling: David Stevens, Irongate Financial Services
CLS sits down with financial advisor David Stevens, Irongate Financial Services, where he explains why creating strong client relationships is the reason he became a financial advisor.