Content provided by Joe Smith, CFA, Senior Market Strategist The first quarter of 2018 has so far seen a bout of market volatility that in some ways is long overdue. At the end of January, markets began to move — falling from slightly positive to near-correction territory by early February. Although much of the sell-off… Continue reading Three Reasons Not to Get the Jitters about Market Volatility
CLS Blog
A Perfectly Natural, Normal Thing
Content provided by Kostya Etus, CFA, Portfolio Manager To quote someone that I’ve learned quite a bit from, you and I are a perfectly natural, normal thing. Perfectly natural. — Jim Levenstein, American Wedding (2003) We knew the historically low levels of volatility couldn’t last forever. It wasn’t normal and bound to end. We experienced… Continue reading A Perfectly Natural, Normal Thing
What Should Investors Read?
Content provided by Jackson Lee, CFA, Quantitative Investment Research Analyst Over the past couple of decades, advancements in technology have made a positive impact on the investment industry. For average investors, one of the biggest benefits is the availability and accessibility of data and information. Thanks to the advent of mobile devices, investors now… Continue reading What Should Investors Read?
2017 Markets in Review: Cryptoassets, Market Highs, and Value vs Growth
Content provided by Mark Matthews, Investment Research Analyst While short on market volatility, 2017 suffered no shortage of excitement. Major U.S. indices went on a tear with both the S&P 500 and Dow Jones Industrial Average (DJIA) setting all-time record highs. However, the biggest theme of 2017 was the breakout year in cryptoassets. Cryptoassets took… Continue reading 2017 Markets in Review: Cryptoassets, Market Highs, and Value vs Growth
Three Surprising Facts About Risk Budgeting
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Risk management through Risk Budgeting is at the heart of what we do at CLS. We discuss it often in our commentary to remind investors of our philosophy and of risk in general. A recent study by Factset shows fewer than half of high-net-worth investors fully… Continue reading Three Surprising Facts About Risk Budgeting
Bitcoin Bubble About to Burst? Not So Fast!
Content provided by Michael Hadden, Junior Research Analyst For every social media darling claiming to have struck it rich with Bitcoin, there’s a prominent investor calling it a fraud or bubble, see here and/or here. You’d probably want to trust Warren Buffett over @MrMoneyBags on Twitter, right? As the College Football Analyst, Lee Corso, likes… Continue reading Bitcoin Bubble About to Burst? Not So Fast!
Time to Give
Content provided by Robyn Murray, Freelance Writer Meghan Reinhardt is passionate about nonprofits. But, she’s building her career in finance. They’re completely different fields — but, Reinhardt sees important crossover. Most importantly, she sees a route to reaching her ultimate goal: giving back. *** Reinhardt grew up in Fremont, Neb., a small town just west… Continue reading Time to Give
Keeping Up With Millennials
Content provided by Kostya Etus, CFA, Portfolio Manager Financial advisors and investment managers are trying to crack the code on what millennial investors are looking for and how to help them save for retirement. Here are a few insights from a millennial point of view on dealing with this evolutionary generation. Keeping Up With Technological… Continue reading Keeping Up With Millennials
Understanding Investors
Earlier this year, CLS began to research behavioral investing with the help of local Ph.D.s at Omaha’s own Creighton University. The goal was a little different from typical studies of behavioral investing biases, which have been well documented. What CLS set out to do was help advisors help their clients by identifying investors’ common traits… Continue reading Understanding Investors
New Adventures
Content provided by Robyn Murray, Freelance Writer Anders Smith sort of fell into the financial industry. “As most people did at that time,” he said. “By accident.” It was 1986, and Smith was 22. He had moved to Boston with $50 in his pocket, a liberal arts diploma, and his bicycle loaded on the back… Continue reading New Adventures