Category: Economy

108 posts categorized as "Economy"

Making the Case: 3 Tips for Better Investing
Equal-Country Portfolio | Invested in an S&P 500 Fund Lately? Other Investors Did Better | Now Show Japan

May 10, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Today’s topic is the favorite subject of a lot of portfolio managers and the conundrum facing many U.S. investors: Is it worth it to invest overseas? We have discussed this numerous times (and will continue to do so), but I hope the additional thoughts…

Read More

Making the Case: 3 Tips for Better Investing
Tax Managed Portfolios | Explain the "Why" | Diversifying in All Aspects

May 2, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Tax Management is a Strong Pick As a senior client portfolio manager at CLS Investments and a self-proclaimed investment strategist, I get asked every day how best to build a portfolio to fit an investor’s unique needs. It is a task I enjoy, but…

Read More

Efficient Markets, Meet: PEOPLE

May 1, 2019

  Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager If you haven’t heard, Zoom Video Communications went public on April 18, 2019, under the ticker ZM. Full disclosure, we use Zoom video conferencing around the office, and it’s quite nice, especially in today’s workplace with travel and remote employees….

Read More

Making the Case: 3 Tips for Better Investing
Book Your Q1 Gains? | Avoid the Losers | Yield Curve, R-E-L-A-X

April 16, 2019

Content Provided by Case Eichenberger, CIMA – Senior Client Portfolio Manager Book Your First Quarter Gains? The first quarter of 2019 has had a hot start. As of March 26, U.S. and global stocks are up more than 10%! But the positive streak is raising some concerning questions. I’ve personally heard strategists from prominent asset…

Read More

Making the Case: 3 Tips for Better Investing
The Big Picture

March 19, 2019

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…

Read More

Win by Losing Less

November 28, 2018

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager Risk Budgeting focuses on the management of volatility in client portfolios. This manifests itself in the most apparent form for clients during market corrections, where “risk” and “volatility” move from being vague statistical measures to “Wait, how much money did I…

Read More

U.S. Economy: 3 Strengths and Weaknesses

November 7, 2018

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are many drivers of the economy and the financial markets which are always present. It is important to evaluate them, determine which may be the most important, and help address investor concerns. Each month, the CLS Portfolio Management team discusses the various reasons markets could…

Read More

Midterm Elections: Quick Facts on the Market Impact

November 1, 2018

Content provided by Shana Sissel, CAIA, Portfolio Manager The U.S. midterm elections are just around the corner, and investors remain concerned about how the results could impact the equity markets. The answer is simpler than many may think: The midterm elections have historically been positive for U.S. equities. It may sound odd not to consider…

Read More

Our Worst Performing Household

October 25, 2018

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager I normally would never single out individual investor performance, but in this case I believe it’s necessary. Earlier this year, on the same day, two accounts in the same household were invested in two different CLS strategies with a 100 Risk…

Read More

Millennials Ruin Everything

October 17, 2018

Content Provided by Michael Hadden – Investment Research Analyst Seriously. Just go online and look. In fact, this article cites 70 different things millennials have “killed,” an impressive feat for a generation spanning the ages of 22 to 37. So, if millennials are so great at destroying things we know and love, are they also…

Read More