Content provided by Robyn Murray, Freelance Writer Bruce Bischoff has always been on the move. His first few years of life were glimpses of places – an Air Force base in Sacramento, an apartment building in Maryland. His father was a military man who worked at the Pentagon while the family was in Maryland. Bischoff… Continue reading Rocky Mountain Roads
CLS Blog
Weak Dollar Pushes Commodity Prices Up
Content provided by Paula Wieck, CLS Manager of Investment Research/Portfolio Manager So far this quarter, we’ve observed reversals in the strength of the U.S. dollar and prices of commodities such as gold and oil. As U.S. economic data has weakened, expectations have risen that the Federal Reserve will raise interest rates later than anticipated. This… Continue reading Weak Dollar Pushes Commodity Prices Up
Keeping Clients Invested
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager We all know “the market” (stocks, bonds, commodities, real estate, etc.) is where we should invest our money for the best opportunity to grow funds for future needs. We also know the more risk we take, the more return opportunity there can be. So, why… Continue reading Keeping Clients Invested
Global Giants
Content Provided by Konstantin (Kostya) Etus, CLS Associate Portfolio Manager International investing has been a recurring topic in financial news recently, and many institutions have released white papers on its benefits. Much of this heightened coverage can be attributed to this year’s strong performance of international markets versus that of the U.S. International markets have… Continue reading Global Giants
Small Town Values in the Big World of Finance
Content provided by Robyn Murray, Freelance Writer Case Eichenberger grew up in a small, rural village of 223 people in southeast Nebraska. Each day, his father drove him nine miles over country roads to a nearby town where he went to school in the same red brick building from first grade through graduation. In a… Continue reading Small Town Values in the Big World of Finance
Lessons from Berkshire Hathaway
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer To many people, the first Saturday in May is one of the highlights of the sporting calendar: the Kentucky Derby. To many investors, however, the first Saturday in May is the highlight of the year: the Berkshire Hathaway (BRK) shareholder meeting (do note, however, that… Continue reading Lessons from Berkshire Hathaway
Cascade
Content provided by Scott Kubie, CFA, CLS Chief Strategist The second quarter is off to an interesting start. International market performance continues to trend above domestic markets, similar to the first quarter. And, within international, emerging markets have outperformed so far. How does CLS take advantage of these opportunities? In many portfolios, CLS uses a cascading… Continue reading Cascade
CLS Simplification Flows to Paperwork
Content provided by Michele Prell, CLS New Business Manager By now, I’m sure most of you have heard about CLS’s simplification movement. I’m here to give you an overview of how this change has allowed us to update and simplify our CLS paperwork. Client Profile First, let’s take a look at the Client Profile form.… Continue reading CLS Simplification Flows to Paperwork
It’s Time to Raise Rates!
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager While the Federal Reserve (Fed) still seems to be shying away from raising interest rates at its next meeting in June, calls are coming from many regional Fed leaders to act quicker. James Bullard, president of the Federal Reserve Bank in St. Louis, warned recently of… Continue reading It’s Time to Raise Rates!
CLS: Who We Are & What We Believe
http://www.youtube.com/watch?v=9LND-2Ss1P8