CLS Blog

Diversification, Paying Less Attention, and a Look at Inside ETFs

March 5, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Diversification or di’worse’ification — Can you be too diversified? File under: Managing Portfolios Is there such a thing as too much diversification? Can we include too many asset classes in our portfolios and, thus, harm returns? There are two ways of looking at this: No, there is no such thing…

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Top 5 Blogs of 2018

February 5, 2019

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager Below are the top five most read blogs at CLS in 2018 along with a link to each and a brief summary. Looking over them provides an idea of the big themes and ideas that highlighted the year. #5 Three Reasons Not to Get the Jitters…

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Serving Others, Its Own Reward

February 4, 2019

Content provided by Robyn Murray, Freelance Writer When Ben Stout was 22 years old, he walked into a free class on retirement planning. He was by far the youngest person in the room. He was late, so he had to walk uncomfortably past the class’s questioning looks to get to an open desk. But he…

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Defense Wins Championships

January 2, 2019

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are several variables investors can control when investing, including the cost, time until withdrawals, how we react to volatility, and how much risk we take on. Unfortunately, we tend to focus most on returns, which we have no control over. One of the most important…

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Touchstones

December 14, 2018

Content provided by Robyn Murray, Freelance Writer Dustin Dorhout’s father left him with a special gift. A stack of letters to serve as lifelong reminders of the values he held dear — integrity, hard work, discipline — and about the kind of person he wanted his son to grow up to be. It’s a poor…

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Give Thanks

December 13, 2018

Content Provided by Michael Hadden – Investment Research Analyst In this season of giving, I like to reflect on what I am thankful for. And as an investor, I can think of a few things I am extremely thankful for. While they may not appear to be good candidates for gratitude at first glance, these…

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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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