CLS sits down with financial advisor John Plaza, Securities America Advisors, where he talks about how essential it is to know your client’s personality, needs, desires, and pressure points when working towards building a successful relationship.
CLS Blog
CLS Answers Your Questions
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager I’ve received a few thoughtful questions from advisors this week, and I’d like to address them as I believe they may be on the minds of many CLS clients. How will President Donald Trump’s tax plan affect the economy and how are we positioning portfolios? The… Continue reading CLS Answers Your Questions
Explaining the Growth in ETFs with Three Insightful Charts
Content provided by Joe Smith, CFA, Senior Market Strategist The ETF industry continues to be a hot topic in the investment world as these flexible funds continue to show stellar growth. ETF flows for the year so far are on pace to set another record for asset-gathering activity. So, by the numbers, what’s really behind… Continue reading Explaining the Growth in ETFs with Three Insightful Charts
The Power of Networking – Use LinkedIn!
Content provided by Rusty Vanneman, CFA, CMT, CLS Chief Investment Officer I had lunch with Reid Hoffman once. It was fascinating. Reid is known for lots of things, including being the co-founder of LinkedIn, which is arguably the most important social media tool, especially for investment professionals. My opportunity to have lunch with Reid came… Continue reading The Power of Networking – Use LinkedIn!
Finding a Better Life
Content provided by Robyn Murray, freelance writer Jeovany “Joe” Zelaya grew up in a tiny town on the eastern edge of El Salvador. El Divisadero is a municipality of about 8,000 people surrounded by rugged mountains and dotted with colorful stucco buildings. Zelaya lived there with his grandparents and older brother, while his mother saved… Continue reading Finding a Better Life
2017: The Beginning of a Dollar Bear Market?
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Investors living in the U.S. have a lot of things going for them. The U.S. is a dominant global superpower. Its financial system and economy is the world’s largest, and it has a strong entrepreneurial spirit that moves the world forward with new products and technology. Investors… Continue reading 2017: The Beginning of a Dollar Bear Market?
Higher Calling: Chanda Sour, Ludwig Financial Group
CLS sits down with financial advisor Chanda Sour, Ludwig Financial Group, where he explains the emotional impact becoming a financial advisor has had on him.
How to Explain Smart Beta Investing with a Simple Example
Content provided by Joe Smith, CFA, Senior Market Strategist Smart beta ETFs continue to dominate the financial news as more investors and asset managers grapple with the continued shift from active to passive investing. Despite this movement, smart beta investing is still widely unknown, and there is little understanding about what it actually means. At… Continue reading How to Explain Smart Beta Investing with a Simple Example
Higher Calling: Johnathon Davis, JT Davis Asset Management
CLS sits down with financial advisor Johnathon Davis, JT Davis Asset Management, where he discusses the importance of treating his client-relationships as friendships.
Not Just Cornfields
Content provided by Kostya Etus, CFA, Portfolio Manager I recently watched a fairly new documentary titled, “Becoming Warren Buffett” on HBO. It was a good production, but there was one thing that kept eating away at me. Every few scenes, the film showed corn fields as far as the eye could see. That doesn’t… Continue reading Not Just Cornfields