CLS Blog
Investing Through the Emotional Ups and Downs
Content provided by Scott Kubie, CFA, CLS Chief Strategist More than any other season, fall brings greater emotional volatility. I’m not talking about the markets (yet). I’m talking about sports. The four most important sports to me are tennis (my son’s high school team), Nebraska football, Nebraska women’s volleyball, and baseball (Minnesota Twins). All have… Continue reading Investing Through the Emotional Ups and Downs
My Favorite Investing Books and Financial Writers
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer Over the years, many people (especially those new to investing) have asked me to recommend the best financial books to read. Granted, the question has changed in recent years to also include blogs or websites, but the question is still essentially the same. Given my… Continue reading My Favorite Investing Books and Financial Writers
Happy Family
The hard work and sacrifice of building a better future Content provided by Robyn Murray, Freelance Writer I met Jackson Lee at a hole-in-the-wall Chinese restaurant tucked between two African-themed grocery stores in a West Omaha strip mall. A white marquee with bold, red letters read: HAPPY FAMILY CHINESE RESTAURANT. Inside, Kwan Lee, Jackson’s father,… Continue reading Happy Family
Cycling the Bridge of Retirement
Content provided by Kostya Etus, CLS Associate Portfolio Manager I recently took a trip to the beautiful city of San Francisco. Relative to Omaha, it is quite large and definitely has no shortage of fun things to do and see. Some of the highlights from my trip were riding the trolley, eating great seafood, and… Continue reading Cycling the Bridge of Retirement
There May Be Bears In The Woods…
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager My family and I recently returned from vacation in Yellowstone National Park. An amazing place if you’ve never been. We hiked many beautiful trails – one (pictured below) took us across the plains and around a bend where we entered a deep valley carved by… Continue reading There May Be Bears In The Woods…
GREK: A Case Study for Price Discovery in ETFs
Content provided by Josh Jenkins, CFA, CLS Associate Portfolio Manager I frequently see commentary in the financial media warning about exchange-traded fund (ETF) liquidity. One major fear is if an ETF’s underlying securities stopped trading, the ETF could cease to function correctly. The risk, some argue, is large premiums or discounts could arise, which would… Continue reading GREK: A Case Study for Price Discovery in ETFs
Best Execution
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Best execution, put simply, is an advisor’s obligation to get optimal results for client transactions. Although not defined in securities law, industry professional groups, such as U.S. Compliance Consultants, have defined “best execution” to include “execut[ing] securities transactions for clients in such a manner that the… Continue reading Best Execution
A Simple Philosophy: Do Right
Content provided by Robyn Murray, Freelance Writer Scott Kubie is on his way to what he expects will be a two-hour meeting at church. His second of the day. He’ll gulp down some dinner before he rushes out the door, and in a few days, he’ll be heading out again. This time for a three-week… Continue reading A Simple Philosophy: Do Right
Oil is Down, Why Aren’t Gas Prices?
Content provided by Case Eichenberger, CLS Client Portfolio Manager Energy and oil funds have been volatile this year (to say the least), a trend that’s continued since the second half of 2014. Take a look at the chart below from January 9, 2015 to August 19, 2015, and you’ll see some bumpy rides for investors… Continue reading Oil is Down, Why Aren’t Gas Prices?