Dr. Daniel Crosby’s 21 Financial Resolutions for 2021

Financial progress comes second only to goals around diet and exercise when it comes to New Year’s resolutions, and yet, many folks don’t know where to get started when it comes to mapping out a financial future. While most of our resolutions understandably tend to be proactive, there is often just as much to be… Continue reading Dr. Daniel Crosby’s 21 Financial Resolutions for 2021

In Our Current Volatile Market, Hold On for One More Day

Solution

From Y2K to 9/11 to the European debt crisis to Brexit, there will always be reasons not to invest in the stock market.  The latest reason? An ongoing trade dispute between the world’s two largest economies, China and the United States. After the U.S. announced expanded tariffs on Chinese goods, and China has responded in… Continue reading In Our Current Volatile Market, Hold On for One More Day

Duality and the Story of a Gorilla

Content provided by Robyn Murray, Freelance Writer Nick Arreola is used to navigating different worlds. He is biracial (white American and Mexican) and a degree-laden academic psychologist who has spent half his career teaching himself how to write code. Now, in a new position at CLS– one that involves a bet on behavioral and science-driven… Continue reading Duality and the Story of a Gorilla

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

Having Regret Doesn’t Pay!

Businesswoman standing under the spotlight.

Content provided by Paula Wieck, CFA, Portfolio Manager In early October, it was announced that Richard Thaler, renowned economist and theorist in behavioral finance, was awarded 2017’s Nobel Prize in Economic Sciences. Thaler, amongst other behavioral economists, such as Daniel Kahneman and Amos Tversky, have made tremendous contributions to this field of science, which has… Continue reading Having Regret Doesn’t Pay!