CLS Blog
Jersey Roots
August 26, 2016
Mike with his wife, Lauren. Content provided by Robyn Murray, Freelance Writer When Mike Zarren’s friends were biking through the woods or swimming in the lake at summer camp, he was inside, enjoying the air conditioning, and making money. “I’m not a big outdoorsy guy anyway,” Zarren said in a recent interview. “I’d rather be…
Inside Capstone: Preferred Stocks
August 26, 2016
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about why there is a place for preferred stocks in a fixed income portfolio .
Inside Capstone: Fixed Income Investors
August 25, 2016
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez gives CLS’s Portfolio Manager, Josh Jenkins, CFA, a two part answer to how active fixed income investors should be.
Inside Capstone: Rising Interest Rates
August 24, 2016
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about whether or not investors should be concerned with the rising interest rates.
Inside Capstone: Investors and Fixed Income (episode 2)
August 23, 2016
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about how investors should think about fixed income.
Inside Capstone: Credit Research and the Research Team (episode 1)
August 22, 2016
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about their credit research process and the overall depth of their research team.
Keep More of What You Earn: ETF Fees vs. Mutual Fund Fees
August 18, 2016
Content provided by Joe Smith, CFA, Senior Market Strategist Here is a simple truth that has taken the investment industry a long time to come to terms with: ETFs are here to stay. ETFs have outpaced mutual funds in growth since 2005. According to Morningstar Direct data, ETFs attained an annualized growth rate of 21%,…
Lackluster Market Returns and the Growing Responsibility of the Individual Investor
August 11, 2016
Content provided by Paula Wieck, CLS Portfolio Manager Back in May, the McKinsey Global Institute published a report, Diminishing Returns: Why Investors May Need to Lower Their Expectations. The title is self-explanatory. In essence, the report states circumstances of the last 30 years produced returns in both stocks and bonds that were above the long-term…
A Play in Three Acts
August 3, 2016
Content provided by Robyn Murray, Freelance Writer Brian Ragle has taken a detour-driven road to get to where he is. He started out as a theater major who traveled to New York to audition for the stage. A few years later, he was deep into the savings and loan industry about to face an epic…