Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer In recent years, given how low interest rates have been, there has been an increased appetite for income-oriented portfolios. CLS, in fact, has several income-oriented strategies, including a new one to be launched in June. We believe these actively risk-managed portfolios make sense for the… Continue reading The Risks in Income Investing
Category: Anecdotes
Investing Utensils
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager, I love to eat. Problem is I’m really not any good at it. I make a terrible mess, and in any kind of important setting, I ensure I order something that can be consumed with a fork. I can’t imagine trying to eat anything without utensils.… Continue reading Investing Utensils
The Cost of a Five Finger Christmas
Content Provided by Michele Prell, CLS New Business Manager In the last couple weeks of Christmas shopping, my husband and I decided we were going to get our son a LeapPad 3 tablet this year. We went to two stores, and both of them were sold out of the green ones, which left only the pink.… Continue reading The Cost of a Five Finger Christmas
Minimizing Your Losses
Content provided by Joe Porter, CLS Investment Performance Analyst Percy Harvin signed with the Seahawks in the summer of 2013 for $67M over six years. I was excited, because when Harvin is healthy, he is one of the top wide receivers out there. With Harvin’s help, my dream of a Super Bowl Championship could become… Continue reading Minimizing Your Losses
From Europe, With Love
Content provided by Kostya Etus – Research/Portfolio Analyst I recently took a tour of Europe with my wife. We started in London, then traveled to Paris, Lucerne, Venice, Florence, and finally Rome. Two significant observations became very apparent to me: Every city was very different when compared to the others (as well as to the… Continue reading From Europe, With Love
Move Over Buck, Bartering Is Back!
Content provided by Nate Wattier, Client Services Manager In Spain, where the European financial crisis is hitting hardest, unemployment is at a staggeringly high level: 26% overall, and nearly double that figure for young persons. Spaniards are getting creative in order to meet their daily needs. With the euro scarce, alternatives to currency are popping… Continue reading Move Over Buck, Bartering Is Back!
Reflections on Fourteen Semesters
On Monday January 7, I went home after work and stayed there. It felt strange. I am taking a break from leading college classes at the University of Nebraska Omaha (UNO) after teaching on Monday nights for every spring and fall semester for the past seven years. The first ten semesters involved teaching juniors and… Continue reading Reflections on Fourteen Semesters
Disciplined Risk Management Addresses Brain’s Idiosyncrasies
I will risk embarrassing myself to help illustrate why risk budgeting is a valuable service that CLS provides for our clients. As a neuroscience major in undergrad, I learned that the reasonable, logical part of the brain is not always in charge. Even worse, I learned that because of limitations, the brain does not always… Continue reading Disciplined Risk Management Addresses Brain’s Idiosyncrasies
Flu 101: Important Things to Know About Flu Season
1) The medical term for the “flu” is Influenza. Contrary to popular belief, it is a respiratory illness. 2) The flu often peaks in January or February, but vaccines are given from September through March, and cover the 3 main strains of influenza that research has shown to be most common during the upcoming season.… Continue reading Flu 101: Important Things to Know About Flu Season
Lincoln and the Fiscal Cliff
Last weekend, my wife and I saw the movie “Lincoln.” It depicts the passage of the 13th Amendment, which banned slavery at the end of the Civil War. Prior to seeing the film, I hadn’t thought much about the political wrangling needed to pass such an important omission from the U.S. Constitution. Morally, it seems… Continue reading Lincoln and the Fiscal Cliff