Content provided by Michele Prell, CLS New Business Manager As the 2014 year gets under way, most of us have New Year’s Resolutions that we are trying to implement, whether it be personally or professionally. CLS is no different. Over the past six months, members of the New Business, Sales, Technology, and Service teams have… Continue reading Paperwork Changes for 2014
CLS Blog
Index Universe Introduces ETF Awards
Leading online ETF publication, IndexUniverse, has a 14 year track record in covering product and market activity related to ETFs, indexes, and index funds. In the ever-growing ETF environment, IndexUniverse created 23 awards “designed to recognize the people, companies and products that are moving the industry forward and helping to create better outcomes for investors.”… Continue reading Index Universe Introduces ETF Awards
Returns Distributions
Content provided by Scott Kubie, CLS Chief Strategist Predicting the stock market’s return is hard. I don’t remember a lot of people predicting an up 30 percent for the market last year. In fact, during this time of the year, the only thing more certain than people rapidly breaking New Year’s resolutions is stock market… Continue reading Returns Distributions
2014 Resolutions
Content Provided by Sierra Morris, CLS Junior Investment Research Analyst Now that it is January, a lot of people are focusing on what they would like to change about themselves over the course of the year. I’ve never participated in ‘New Year – New You’ goals in the past, but I made a resolution to… Continue reading 2014 Resolutions
Remain Optimistic
Content provided by Marc Pfeffer, CLS Portfolio Manager According to Wikipedia, “Optimism is a mental attitude or world view that interprets situations and events as being best (optimized), meaning that in some way for factors that may not be fully comprehended, the present moment is in an optimum state.” The broad concept goes on further… Continue reading Remain Optimistic
Avoid the Double Pay
Content provided by Matt Santini, CLS Portfolio Manager Today, I thought I would share what I think is one of the most common individual tax errors. Before I start, let me remind everyone that neither I, nor CLS are worthy tax advisors. It is the investor’s responsibility to seek tax advice from a professional. Federal… Continue reading Avoid the Double Pay
Q&A with Portfolio Managers
CLS Portfolio Manager, Matthew Santini http://www.youtube.com/watch?v=fOHCEc47nQ0&feature=c4-overview&list=UUvxn_bK1yL-rrkLULaqavjA
Don’t Panic! Stay Disciplined
Content provided Paula Wieck, CLS Portfolio Manager For readers who have been following my blogs, you may recall that I was recently staying with my in-laws for several months while our new home was being built. Finally, after over three months, we have moved into our new house. My husband and our three girls have… Continue reading Don’t Panic! Stay Disciplined
The Importance of Accessibility
Content provided by Case Eichenberger, CLS Internal Wholesaler I hit the road this last week to work with, and meet, some of our advisors in the southeast. One of the points I picked up on and that came up in each meeting was: How accessible is your company to help me? What can your firm… Continue reading The Importance of Accessibility
Fixed Income for Higher Rates
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Now that the Federal Reserve has begun to taper, investors are looking for ways to invest in fixed income without losing money. That is nearly impossible, unless you are in a money market fund which yields next to nothing. However, there are several fixed income investments… Continue reading Fixed Income for Higher Rates