CLS Blog

Three Surprising Facts About Risk Budgeting

January 12, 2018

Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Risk management through Risk Budgeting is at the heart of what we do at CLS. We discuss it often in our commentary to remind investors of our philosophy and of risk in general. A recent study by Factset shows fewer than half of high-net-worth investors fully…

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Bitcoin Bubble About to Burst? Not So Fast!

December 28, 2017

Content provided by Michael Hadden, Junior Research Analyst For every social media darling claiming to have struck it rich with Bitcoin, there’s a prominent investor calling it a fraud or bubble, see here and/or here. You’d probably want to trust Warren Buffett over @MrMoneyBags on Twitter, right? As the College Football Analyst, Lee Corso, likes…

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Time to Give

December 27, 2017

Content provided by Robyn Murray, Freelance Writer Meghan Reinhardt is passionate about nonprofits. But, she’s building her career in finance. They’re completely different fields — but, Reinhardt sees important crossover. Most importantly, she sees a route to reaching her ultimate goal: giving back. *** Reinhardt grew up in Fremont, Neb., a small town just west…

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Keeping Up With Millennials

December 20, 2017

Content provided by Kostya Etus, CFA, Portfolio Manager Financial advisors and investment managers are trying to crack the code on what millennial investors are looking for and how to help them save for retirement. Here are a few insights from a millennial point of view on dealing with this evolutionary generation. Keeping Up With Technological…

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Understanding Investors

December 19, 2017

Earlier this year, CLS began to research behavioral investing with the help of local Ph.D.s at Omaha’s own Creighton University. The goal was a little different from typical studies of behavioral investing biases, which have been well documented. What CLS set out to do was help advisors help their clients by identifying investors’ common traits…

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New Adventures

December 14, 2017

Content provided by Robyn Murray, Freelance Writer Anders Smith sort of fell into the financial industry. “As most people did at that time,” he said. “By accident.” It was 1986, and Smith was 22. He had moved to Boston with $50 in his pocket, a liberal arts diploma, and his bicycle loaded on the back…

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Our Latest Thinking on Regional Positioning in Portfolios

December 13, 2017

Content provided by Paula Wieck, CFA, Portfolio Manager  At CLS, we are constantly reviewing all asset classes for changes in the market environment.  We monitor relative valuations, technical and behavioral indicators (such as moving averages and investor sentiment), quality fundamentals, macroeconomic data, and quantitative data such as various risk metrics, costs, and so forth. Although…

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CLS Investments: Q&A with Edward Rosenberg, American Century – Part 2

December 7, 2017

Joseph Smith, CFA, CLS Senior Market Strategist and Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments continue to discuss the world of ETFs. Smith asks Rosenberg about the “race to zero” and if the price of ETFs really matters.

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CLS Investments: Q&A with Edward Rosenberg, American Century – Part 1

December 6, 2017

Joseph Smith, CFA, CLS Senior Market Strategist sits down with Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments to discuss where the industry has been, where it is going, and important challenges/issues that need to be solved.

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Security Verification Procedures

November 24, 2017

Content provided by Nate Wattier, Project Manager The security of our clients’ accounts and personal information is very important to us at CLS. We understand that with the prevalent threat of cyber breaches and security risks, investors not only value, but also need top-of-line security measures in place to protect them. One of the measures…

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