Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Focus on the Forest, Forget the Trees File Under: Portfolio Management, Behavioral Investing Omaha’s most famous billionaire, Warren Buffett, recently released his annual shareholder letter. The widely read letter always includes great tips for successful investing and some subtle jabs at certain industries. On page… Continue reading Making the Case: 3 Tips for Better Investing
CLS Blog
The Truth About Liquid Alternatives
Content Provided by Shana Sissel, CAIA – Portfolio Manager The world of alternative investments was flipped on its head more than a decade ago when hedge-fund-inspired Investment Act of 1940 (40 Act) funds began appearing on the scene. While diversification benefits can be achieved through liquid alternatives, it’s important to keep our expectations in check.… Continue reading The Truth About Liquid Alternatives
Diversification, Paying Less Attention, and a Look at Inside ETFs
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… Continue reading Diversification, Paying Less Attention, and a Look at Inside ETFs
Top 5 Blogs of 2018
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… Continue reading Top 5 Blogs of 2018
Serving Others, Its Own Reward
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… Continue reading Serving Others, Its Own Reward
Defense Wins Championships
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… Continue reading Defense Wins Championships
Touchstones
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… Continue reading Touchstones
Give Thanks
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… Continue reading Give Thanks
Building a House
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… Continue reading Building a House
Tough Minded
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… Continue reading Tough Minded