CLS Blog
It’s About Closing the Gap
March 20, 2015
Content provided by Rusty Vanneman, CFA – CLS Chief Investment Officer As investment advisors and counselors, our job/mission/calling is to close the gap — the behavior gap. The behavior gap is the reason most investors’ portfolio returns don’t even come close to achieving market returns. Their emotions (such as fear and greed) have them chasing…
Don’t Confuse Brains With a Bull Market
March 19, 2015
Content provided by Paula Wieck, CLS Manager of Investment Research/Portfolio Manager I had the opportunity to speak to several advisors last week about their businesses. A couple of these conversations resonated with me, particularly because this subject has come up frequently. One advisor’s client was contemplating whether or not to relieve him of his services…
All In: An East Coast Guy in a Midwest Home
March 18, 2015
Content provided by Robyn Murray, Freelance Writer Three nights a week, Marc Pfeffer can be found at a poker table. Sometimes at a house, other times at a clubhouse or local firehouse. He plays with people from his neighborhood that he could call friends. But that’s not quite the word for them. “People aren’t friends…
The Risks and Rewards of International Investing
March 16, 2015
Content provided by Kostya Etus, CLS Associate Portfolio Manager At CLS, we have been focusing a lot on international investing recently. One reason is that we see a significant potential for outperformance within international equities when compared to the domestic U.S. market. This potential stems from many factors, including: Valuations are more attractive in international…
Trust
March 13, 2015
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Trust is a key feature surrounding the financial and investment industry. Our clients trust their advisors to help safeguard their assets and grow their financial security. Our advisors trust CLS Investments to carry out the plan they have set forth for their clients and choose…
Chasing Disappointment
March 11, 2015
Content provided by Josh Jenkins, CLS Associate Portfolio Manager Last month, Portfolio Manager Grant Engelbart contributed to this blog, an entry titled Emotional Volatility. In it, Engelbart advocated a pragmatic approach to managing ones wealth. One that ignores the endless volume of market noise and the visceral and often illogical decisions it promotes. Instead, he…
Where Are You Going in Europe?
March 10, 2015
Content provided by Scott Kubie, CFA, CLS Chief Strategist I’ve never been to Europe, although I hope to go soon. When I hear people talk about traveling in Europe, they always break it down by country because there is too much history and culture to take in during a single trip. When I visit, my…
The Greats of Value Investing
March 4, 2015
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst As someone who studies the market on a daily basis, to find securities poised to produce high returns over time, it is important not only to educate on the present, but also the past. Who better to look to for investment lessons than the investment greats?…
Emotional Volatility
February 25, 2015
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager My father recently asked me about an email he received promoting a “special newsletter.” You know the kind – “The Dow Will Plummet to 6,000! – subscribe now and save yourself!” These type of doomsayers have always been around, except they become particularly loud at points…
A Cowboy in Finance
February 23, 2015
Content provided by Robyn Murray, Freelance Writer At age 23, Rusty Vanneman left a well-paid position in Boston to work on a cattle ranch. In the small, Nebraska Sand Hills town of Valentine (population 2,737), Vanneman ditched his suit to don his boots—trekking through the sand and prairie grass to brand cattle and make haystacks….