Content provided by Case Eichenberger, CIMA, Client Portfolio Manager CLS’s American Funds strategies have grown two-fold in the last year or so. That success brings on new advisors, clients, and relationships. As more new people use our strategies, we receive more due-diligence questions addressed to our portfolio management (PM) team. One such question that has… Continue reading Optics: Digging Deeper into American Funds
CLS Blog
Higher Calling: Darold Mark, Darold Mark Wealth & Financial Planning
CLS sits down with financial advisor Darold Mark, Darold Mark Wealth & Financial Planning, as he explains to us the importance of getting to know his clients individually, and truly learning his clients’ financial wants and needs.
Higher Calling: Anthony Lishka, Lishka Financial
CLS sits down with financial advisor Anthony Lishka, Lishka FinancialTM, where he talks about how it’s his responsibility to help his clients reach their financial goals and how it all begins with trust.
“Higher Calling” – An interview with author and CIO, Rusty Vanneman,CFA, CMT
CLS’s Chief Investment Officer Rusty Vanneman, CFA, CMT, discusses why “Higher Calling” was written, and why being a financial advisor is more than just a job.
Higher Calling: Mike Woods, Stocker Woods Financial
CLS sits down with financial advisor Mike Woods, Stocker Woods Financial, as he explains how he tries to treat his clients as if they were members of his own family.
Q&A with CLS’s Paula Wieck, CFA
CLS Portfolio Manager, Paula Wieck, CFA, shares her journey to success in the financial services industry. Q: What influenced you to seek a career in the financial industry? A: It’s a funny story actually, it all began in the field of nutrition. My primary focus in life was to help people learn how to… Continue reading Q&A with CLS’s Paula Wieck, CFA
Complacency, Lunacy, and the Cure for Both
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager Volatility is at its lowest levels in decades, consumers are feeling confident, unemployment continues to fall, and markets continue to grind higher. This type of environment can be great for investors, but it can also be dangerous. The lull can create complacency and encourage excessive… Continue reading Complacency, Lunacy, and the Cure for Both
The Best of Berkshire
Content provided by Kostya Etus, CFA, CLS Portfolio Manager May is a momentous month for Omaha. Value investors from around the world make a pilgrimage to see the “Oracle of Omaha,” Warren Buffett, and his partner in crime, Charlie Munger, and to hear their words of wisdom at the annual Berkshire Hathaway Shareholders’ Meeting. It… Continue reading The Best of Berkshire
Higher Calling: Chuck Bigbie, Woodland Wealth Management
CLS sits down with financial advisor Chuck Bigbie, Woodland Wealth Management, where he describes one special relationship he had with a client couple and how he was able to help them be financially successful.
Higher Calling: Brigid Mulroy, Star Wealth Management
CLS sits down with financial advisor Brigid Mulroy, Star Wealth Management, where she describes the relationships with her clients and how she learns their goals on both a financial and personal level.